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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
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Why Braze Stock Plummeted This Week
Despite a big valuation pullback this week, Braze's latest quarterly report looked pretty strong.…
Prediction: Nvidia Will Overtake Apple in Stock Buybacks and Dividends Under New Apple CEO John Ternus
A shift in capital allocation strategy would change the Apple investment thesis.…
Meet the Value Stock That's Crushing the S&P 500. Here's Why It's Still a Great Buy in September.
Target's executing the new CEO's plan.…
Strategy Sold Bitcoin at $60K and Then Bought It at $80K. That's Why I'm Not Buying Bitcoin Treasury Companies Right Now.
Right now, Bitcoin treasury companies are a clear stay-away.…
Where Will Monster Beverage Stock Be in 1 Year?
Revenue has increased at a rapid clip, but market headwinds could change the outlook.…
Billionaire Stanley Druckenmiller Dumped Broadcom, Intel, and Micron for This Chip Stock. Here's Why.
This player is well-positioned to benefit in the next big AI growth phase.…
Why Did Billionaire Israel "Izzy" Englander More Than Double His Stake in AbbVie Stock and Start a Position in SpaceX Stock?
AbbVie's dividend is a very appealing factor.…
monday.com's 2026 Outlook: Scaling High-Value Enterprise Client Momentum
This under-the-radar software stock boasts a Superscore of 87 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's…
Why ACV Stock Rocketed 44% Higher Today
The auto resale platform received an enticing buyout offer.…
Why Circle Internet Group Slumped by 11% This Week
Investors were skeptical that an announced acquisition would be beneficial.…
Why is Lululemon Stock Crashing, and is it a Generational Buying Opportunity?
The management team has not yet found an effective strategy to counter increasing trade barriers in the U.S.…
Karooooo's 2026 Outlook: Global Fleet Expansion Drives Recurring Revenue Growth
This under-the-radar industrial technology stock boasts a Superscore of 78 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database s…
Coca-Cola Loses to 30-year U.S. Treasury Bonds on Yield. Here's Why It Wins on Everything Else.
Coca-Cola's dividend yield is 2.4%, well below the 30-year Treasury yield of 5.3%, and you should probably still buy Coca-Cola.…
Coinbase Is Pushing to Bring Stablecoins to 1,000 Community Banks. Here's Why Everyone Is Talking About Stablecoins Right Now.
The cryptocurrency exchange's new partnership strengthens its case against big banks.…
Why SPS Commerce Rallied on Friday
The software company is reportedly in talks with a major private equity firm about a potential buyout.…
Why Alliance Entertainment Stock Surged Today
CDs and vinyl records are popular again.…
Why Meta Platforms Stock Only Bumped Slightly Higher on Friday
That was the market's reward for maintaining its dividend policy.…
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Why Ibex Stock Crushed it on Friday
The specialized tech company published its latest quarterly and annual results.…
Why Dell and HPE were the S&P 500’s top-performing stocks today
Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.…
Why this industrial gas giant deserves its premium valuation (and should be owned)
Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.…
Why Alphabet Stock Just Popped
Investors seem to like the ease of Google's new AI offering.…
Dycom's 2026 Outlook: Fiber Infrastructure Demand Drives Multi-Year Revenue Growth
This under-the-radar industrial infrastructure stock boasts a Superscore of 81 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Databa…
Descartes' Outlook: A Niche-Leader Trading at a Once-in-a-Decade Valuation
This under-the-radar industrial technology stock boasts a Superscore of 90 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database s…
I Almost Didn't Buy This 6%+ Yielder Because of Industry Headwinds. Here's Why I'm Glad I Bought It Anyway.
Franklin Templeton has delivered a total return of more than 88% since January 2020.…
Why NuScale Power Stock Just Crashed
UBS warns: NuScale is starting to lose the nuclear race.…
Joby Aviation Is Preparing For Commercial Flights in Dubai. Here's Why I'm Still Not Buying.
The eVTOL maker's stock could remain under pressure even if it takes off in Dubai.…
Why CPI Card Group Stock Just Crashed
CPI's biggest fan just decided to sell the stock. Is it time to panic?…
Bonds are going on tilt. How to play them, says Mike Khouw
Warren Buffett once said interest rates are to asset prices what gravity is to matter. If the options market is correct, things could get heavy, says Mike Khouw…
Why National Beverage Stock Dropped, Then Popped
National Beverage stock has lots of problems right now, and no good solutions.…
Why Zumiez Stock Fell 17% on Friday Morning
Zumiez missed earnings estimates and guided lower. The culprit may surprise you.…