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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
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- AI infrastructure compute build-out
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
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Travis Kelce and others lost millions in a Ponzi scheme. Here’s what a basic index fund would have earned them instead.
Investment scams cost Americans billions of dollars every year — how to protect yourself.…
Why Evolution Metals & Technologies Stock Is Rocketing Higher This Week
Big things are in store for this rare-earth stock in one firm's estimation.…
Jensen Huang Calls Nvidia the "World's First and Only Growth Value Stock," Pointing to Its 70% Revenue Growth Forecast Next Year. Here's Why That Framing Matters for How Investors Price NVDA.
Is Nvidia stock on track to serve up more incredible wins?…
IRS tax debt agreements have plummeted: 'I've never seen a number that low,' taxpayer advocate says
More taxpayers have been applying for an "offer in compromise" since 2023, but the IRS has accepted far fewer requests. Tax experts are unsure why.…
Step Aside, Nvidia: 1 Reason Why Meta Platforms Could Be the Best AI Stock to Buy in 2026.
In the long run, the infrastructure powering the AI boom could become commoditized, with more of the value going to the businesses creating applications.…
AI stock swings could affect your 401(k). Here’s what retirement savers need to know
Retirement savers may be affected by swings in the artificial intelligence trade. Here is how to assess the risk without making a rash move.…
Lightspeed's 2026 Outlook: Payments-Led Strategy Drives Sustained Revenue Growth
This under-the-radar commerce software stock boasts a Superscore of 71 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database syste…
Why mortgage bonds are set to deteriorate, and possibly hit the whole market, according to this Wall Street expert
A flattening Treasury yield curve is part of the problem for mortgage-backed securities, says Harley Bassman.…
Tesla Gets 50% Tax Break for $10 Billion Texas Solar Factory. Here's Why That Benefits Tesla's Robotaxi Growth
Tesla's valuation is heavily dependent on robotaxi success.…
Parents are interfering with teens’ first jobs. Here’s why employers say it can backfire
Parents are sending their teens' work emails for them. “An employer may reasonably wonder whether the teenager can communicate independently," says expert.…
The Fed’s never been so confident on economic growth. What investors should do now, according to KKR.
Members of the Federal Open Market Committee showed their lowest level of worry about gross domestic product growth since it first started releasing its outlook…
Jim Cramer says history offers a playbook for navigating a Fed rate-hiking cycle
CNBC's Jim Cramer said investors shouldn’t assume stocks will struggle for the entire period.…
Why Wall Street Is Becoming Even More Bullish About This Dividend King
Analysts keep raising their price targets on this 54-year dividend raiser. Here are the reasons behind the newfound confidence.…
Why Japanese stocks rose as government bond yields and the yen fell after rate hike
The yen weakened past 157 against the dollar, the yield on the 10-year Japanese Government Bond slipped, while the Nikkei 225 gained 1.5%.…
OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says
Rhodium Group's latest analysis of Chinese and U.S. AI companies also found that low revenue did not necessarily correspond with lower valuation.…
Amer Sports' 2026 Outlook: Margin Expansion Drives Growth as Direct-to-Consumer Model Scales
This under-the-radar consumer discretionary stock boasts a Superscore of 75 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database …
Why Arm Stock Popped Today
The chipmaker is racing to meet the surging demand for its new AI chips.…
Why Enova International Stock Was Plummeting This Week
It won't be pursuing banking licenses after all.…
Why Investors Were Hitting the Brakes on J.B. Hunt Stock This Week
Gloomy guidance from the company's leader was discouraging for investors.…
Why Lucid Group Stock Raced Ahead on Thursday
It signed a deal for the future deployment of as many as 25,000 vehicles.…
Why GE Vernova Stock Bumped Higher Today
It reached a legal settlement with a business partner.…
Why AMD Stock Jumped Today
Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.…
Why CoreWeave Stock Dived by More Than 5% Today
It's launching not one, but two new fundraising efforts.…
Why Generac Stock Soared Today
A long-term supply deal with an AI juggernaut has investors excited.…
Tesla Posted Negative $1.1 Billion in Free Cash Flow Last Quarter as Elon Musk Ramps Up Spending on Robotaxis and Optimus. Here's Why the Company's $43.5 Billion Cash Cushion Still Matters.
Tesla is placing big bets on the future that are pressuring free cash flow. The good news is that the company has a sizable cash pile.…
Why Was Micron Technology Stock Up Today?
Intel's warning that the memory shortage could worsen next year reminded investors why Micron's pricing power has been so extraordinary.…
Why Intel Stock Jumped 7.6% Today
A rumored SK Hynix partnership could give Intel's long-delayed Ohio factories a customer, but the talks are preliminary and the turnaround still has a long way …
Meta Just Launched a New Subscription Business Built Entirely Around AI. Here's Why It Could Be a Game-Changer.
Meta is spending a lot on building its AI, and now it hopes to have a way to help pay for it.…
Nvidia Stock Split in 2026? My Prediction: It's Unlikely, but the Stock Is Still a Buy.
The demand outlook for Nvidia's GPUs remains strong, and the company is expanding in other valuable product categories.…
Wall Street is betting Trump backs down on Iran — but what if the ‘TACO’ trade fails this time?
For six months, investors had a playbook: when Trump threatens Iran, buy the dip, because he always backs down. But in September, the playbook stopped working.…