Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest Research
Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.
Themes
- AI infrastructure compute build-out
- GCC sovereign capital deployment
- Asia semi cycle phase reading
- Energy transition vs petrostate cashflow
Latest in Deep Analysis
30 stories
The bond market is having a historically bad run. Why investors are buying now anyway.
The 10-year Treasury note has logged its worst five-year return in more than a century, according to Goldman Sachs.…
Stellantis' $25 Billion Gamble: Can a Fresh and Balanced Strategy Spark a Turnaround in Its Profit Engine?
Stellantis is committing a large portion of its overall turnaround capital to North America -- and for good reason. Here's how it's tackling the region and why …
Why Nvidia-Backed Nebius Group Stock Skyrocketed Thursday Morning
The artificial intelligence (AI) and neocloud specialist is raising prices.…
Nearly 90% of the Fortune 100 Now Use Sundar Pichai's Gemini Enterprise Tool. Here's Why That Adoption Rate Matters for Alphabet Investors.
Investors shouldn't ignore Alphabet's enterprise AI success.…
Why Investors May Want to Buy Procter & Gamble if Consumer Spending Cools
As consumer confidence falls, investors look for more resilient stocks.…
Is Your Home Insurance Enough to Weather a Disaster? How to Check
Here’s how to check for gaps in your home insurance before it’s too late.…
Why growth stocks’ surprising strength may be warning of a market bubble
Yet another warning sign of a stock-market bubble is coming from growth stocks’ surprising strength.…
Amcor's 2026 Outlook: Synergy Realization Targets $650 Million in Total Cost Savings
This under-the-radar industrial packaging stock boasts a Superscore of 73 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database sy…
Why D-Wave Quantum Stock Popped Today
D-Wave investors are grasping at straws.…
Vanguard Russell 1000 Growth vs. Invesco SmallCap 600 Revenue: Which Is Better for a Diversified Portfolio?
Vanguard's ultra-low 0.06% expense ratio appeals to cost-conscious investors, while Invesco's small-cap strategy delivered 22.3% returns over the past year.…
Jensen Huang says Nvidia will sell twice as many chips next year
Huang's comment is the latest forecast from Nvidia and points to continuing massive growth for the next six quarters.…
Why IonQ Stock Popped Today
IonQ made a breakthrough. It doesn't make IonQ stock a buy, however.…
Why Oracle Stock Jumped 6% Today on OpenAI Funding Buzz
Recent news reports read across well for the technology company that's all-in on AI.…
Box's 2026 Outlook: AI-Driven Workflow Adoption Solidifies Enterprise Competitive Moat
This under-the-radar cloud software stock boasts a Superscore of 72 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. …
Why Magnite Stock Rocketed Higher Today
The adtech specialist is benefiting from a major court ruling and analyst optimism.…
Greg Abel Exited a Consumer Brand Warren Buffett Backed for 6 Straight Quarters. Here's Why That Was the Wrong Move.
Here's why Domino's Pizza remains a buying opportunity for long-term investors.…
Why Did SSR Mining Stock Pop Today?
Forget about predicting gold prices. Is SSR Mining stock cheap or not -- and how fast is it growing?…
Why Goldgroup Mining Stock Popped, Then Dropped
Tiny Goldgroup is more vulnerable to weak gold prices than other gold mining stocks.…
JEPI and JEPQ Yield Way More Than SCHD, but SCHD Could Produce More Passive Income Over the Long Term. Here's Why.
Long-term holders of the Schwab U.S. Dividend Equity ETF have seen their yield on cost gradually rise.…
Brinker's 2026 Outlook: Capital Allocation Targets $400 Million in Share Repurchases
This under-the-radar consumer discretionary stock boasts a Superscore of 77 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database …
Why Newmont Stock Just Popped
Gold prices are fickle, but Newmont stock looks fairly priced.…
Bank ETF FTXO Delivered a 20% Return Over the Last Year. Here's Why I'd Choose IYF Instead.
FTXO targets banks with concentrated holdings and higher volatility, while IYF offers broader sector exposure at lower cost.…
Bill Ackman's Pershing Square Took a New Stake in Netflix in 2026, Years After a Money-Losing Bet on the Stock. Why He Says This Time Is Different.
Ackman was right about Netflix, but he still lost money on his investment.…
Semiconductor Stocks Just Tumbled. This Tech ETF Soared 6% Instead. Here's Why.
The next rotation in the AI trade may be beginning.…
Stocks are rallying after Fed sell-off. Why now may not be the time to buy the dip
Citadel Securities and JPMorgan traders think investors may be mistaken dipping back into stocks at this point.…
‘I just want out’: Why Jeffrey Gundlach is moving his money as far from AI as possible — and what he’s doing instead
The DoubleLine Capital CEO founder and chief investment officer has laid out his fears over where the AI trade is headed and how he plans to protect portfolios.…
Berkshire Hathaway Has 30.6% of Its Portfolio in These 2 Magnificent AI Stocks. Here's Why That's a Signal Worth Watching.
Berkshire Hathaway is known for holding stable, boring stocks, but it still has significant exposure to AI companies.…
Wall Street Sees a Huge Rebound for Viking Therapeutics. Here's Why Analysts Are So Optimistic.
The weight loss market is highly competitive, but Viking only needs to carve out a small niche in it with VK2735 in order to generate significant value for inve…
NASCAR CEO Steve O’Donnell talks growth opportunities, possible international expansion
CEO Steve O’Donnell said NASCAR's media strategy and the upcoming film "Days of Thunder 2" will help raise brand awareness and broaden its fan base.…
Netflix content chief Bela Bajaria defines event strategy as streamer eyes more live sports
Bajaria said Netflix would be open to a package of international NFL games if one becomes available when the league renegotiates its media rights agreements.…