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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
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Forget the Capex Fears: Why Alphabet and Amazon Are Must-Buys
Amazon and Alphabet are both seeing strong returns on their AI infrastructure investments.…
Here’s the inflation breakdown for August 2026 — in one chart
Inflation remained stubbornly high in August, largely on the back of higher energy prices amid the Iran war, economists said.…
Europe is still waiting for a trillion-dollar company. Here’s PitchBook’s frontrunner
"With average growth assumptions, Europe should see a significant number of trillion-dollar public companies emerge by the late 2030s," the analysis firm said.…
Analysis: Hot CPI puts Kevin Warsh’s Fed credibility on the line before rate decision
August CPI data leave Kevin Warsh to choose between acting on his inflation warnings or risking new doubts about his control of the central bank.…
Why Did Casey's General Stores Stock Tank This Week?
Results that looked good on the surface still spooked investors.…
Why Alight Stock Is Plummeting This Week
Alight stock has been hit with a huge valuation pullback in 2026.…
Wealthy investors are pouring billions into this new tax strategy despite risks
Total assets invested in so-called tax-aware long-short strategies — or TALS — have surged to more than $170 billion, according to Tax Alpha Insider.…
Bitmine Just Made Its Largest Ethereum Purchase Since June. Here's Why That Matters For Ethereum Investors.
Digital asset treasury companies are helping to keep a floor under the price of Ethereum.…
Prediction: Broadcom and Nvidia Will Be 2027's Best Performing AI Stocks
Both Nvidia and Broadcom forecast huge growth next year.…
Why fears of AI self-improvement are causing ‘existential’ concerns at Anthropic and OpenAI
AI researchers are warning that faster AI self-improvement could eventually make advanced systems harder for humans to control.…
Prediction: This Underrated AI Infrastructure Stock Will Continue Soaring Despite Doubling in a Year
Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run.…
Jamie Dimon joins bankers lobbying the UK ahead of its critical budget — here’s why they’re worried
Bankers are pressuring the British government ahead of its Autumn Budget, in which the newly minted leadership will lay out its fiscal plans for Britain.…
Why Micron Stock Just Sank
Leading AI stocks are under pressure this week, and Micron just got hit with a substantial sell-off.…
How to Prepare to Pass on Your Possessions
Estate planning is a necessity when you have financial assets.…
How to Invest in Bitcoin: I've Spent 5 Years Covering Crypto, and This Is the Strategy I'd Use Today
Buying when others are fearful has proven to be the most effective way to invest in Bitcoin.…
Y Combinator’s Garry Tan says 'do nothing' about distillation as AI giants accuse China of copying their tech
At Y Combinator’s annual Demo Day, CEO Garry Tan explained why he's less concerned about frontier AI model distillation and the existential risk of AI.…
Nvidia's Jensen Huang Claims AGI Has Arrived. Here's How to Invest.
Nvidia CEO Jensen Huang congratulated OpenAI on its progress in AGI.…
Why American Eagle Stock Dropped Today
Even Sydney Sweeney couldn't grow the brand's comps.…
Bessent says 'a large bank' will be sanctioned on Monday as part of Iran strategy
U.S. Treasury Secretary Scott Bessent said that a large bank would be sanctioned next week.…
Why Dogecoin Was Dogged by Sell-offs Today
A spot ETF dedicated to the meme coin is liquidating.…
Why AeroVironment's Latest Report Is a Red Flag
Revenue growth is slowing and profits aren't what they should be.…
Stock Market Today, Sept. 10: Grab Holdings Slips on Atome Fintech Acquisition Reports
On Sept. 10, 2026, reports that the Southeast Asian super-app might buy Atome Financial put Grab's acquisition strategy in focus.…
Oracle’s AI bet pays off as cloud momentum helps drive a rosier forecast
The company saw its backlog grow even more in the latest quarter.…
74% of travelers didn’t pay off last summer’s credit card balance right away. Here’s how to tackle vacation debt
When you can't pay off your summer vacation credit card bill, here are the financial products to help you avoid staying in debt for too long.…
Nvidia Has $96 Billion in Quarterly Revenue. Here's Why the Stock Is Still a Buy.
Nvidia's next AI platform is already shipping -- and its 2028 growth outlook could be far bigger than Wall Street expects.…
Why Navan Stock Is Plummeting Today
Tech stocks are under pressure today, and Navan is seeing outsized sell-offs.…
Nvidia Is One of the Most Profitable Businesses in the World. Here's Why the Stock Is Worth $311 a Share Right Now -- 39% More Than Its Share Price.
Nvidia keeps more than half of every dollar of revenue as profit.…
Why is XRP down today?
Rate-hike odds for next week's Fed meeting jumped to 70%.…
Why is CooperCompanies Stock Down 15% Today?
Cooper won't sell its Surgical arm, and it was forced to cut forward guidance. Wall Street didn't like that.…
Why Intel Stock Slumped Today
Piper Sandler to investors: Maybe you should have bought Intel stock last year?…