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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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How to create a ‘forever paycheck’ without paying for an annuity
Jean Chatzky’s new book lays out several strategies for creating steady retirement income.…
Yes, Nvidia Is a Buy. Here's Why I'm Adding More Shares Right Now.
Nvidia is the biggest bargain in the market.…
Why Micron Technology Stock Surged 16.5% Last Month
Micron is up more than 250% year to date, and it's set to release a crucial quarterly report at the end of September.…
Why USA Rare Earth Stock Surged 19.2% Last Month
USA Rare Earth has been making some big moves recently.…
Why the yen’s rise to a six-month high could go further
A carry trade unwind, a selldown in U.S. Treasury holdings and supportive fundamentals have all been cited…
AstraZeneca's COPD drug scores two late-stage trial wins as full data boosts blockbuster hopes
The full data reinforces hopes that the drug could be a breakthrough COPD treatment and reach AstraZeneca's peak annual sales forecast of more than $5 billion.…
Vaxcyte Has $2.5 Billion in Cash and a $605 Million Half-Year Loss. Here's How to Read Its CFO's Latest Insider Filing
Guggenhime surrendered shares to cover tax withholding on vesting RSUs, retaining about 164,000 shares valued at $10.12 million.…
Why Salesforce Stock Skyrocketed 40% Last Month
Salesforce's latest quarterly report was a game changer for the stock.…
Why Berkshire Hathaway Looks Likely to Invest in More Artificial Intelligence (AI) Stocks
The company says it has a better grasp of how artificial intelligence is impacting its businesses.…
Why Archer Aviation Skyrocketed 24.6% Last Month
Archer recently made a deal that's poised to have a transformative impact on the company.…
Why Gartner Stock Skyrocketed 31.2% Last Month
Gartner's latest quarterly report arrived with news that weakened the bearish narrative surrounding the stock.…
Why Nutanix Stock Ascended in August
It ended its latest fiscal year quite impressively.…
Why Chime Financial Rallied in August
The company delivered strong growth and much higher profit margins in the second quarter.…
It's been a rough month of natural disasters. Here's a review of some of the worst
Natural disasters have intensified in the past month as the super El Nino phenomenon takes effect.…
ExxonMobil's CEO Called Venezuela 'Uninvestable.' Trump Says It's Going In Anyway. Here's Why Investors Should Pay Attention.
Chevron's recently expanded agreement in Venezuela could provide a blueprint for Exxon's return.…
Why the Dow is being dragged down by a Swiss company’s bad news
Futures on the Dow were significantly worse than the S&P 500 because of a cardiovascular drug’s late-stage setback.…
Global shipping authorities warn of maritime trade breakdown amid geopolitical turmoil
Eighteen maritime bodies warned Tuesday that geopolitical tensions and a growing shadow fleet threaten to undermine international shipping and weaken trade.…
Why Jumia Technologies Stock Blasted Almost 16% Higher Last Month
The e-commerce company had a growth-packed second quarter to thank for that.…
Why SentinelOne Stock Crushed it in August
It announced several new expansions of its software and business partnerships.…
Why Monday.com Stock Popped in August
It benefited from a rally in software stocks late in the month.…
Inside Italy’s banking M&A boom — and why Wall Street is watching
Italy has become the center of Europe’s banking consolidation boom, with a wave of takeover bids reshaping the country’s financial sector. This video explains w…
Dell Stock Jumped 15% Last Week. Here's Why This Top AI Stock Is Still a Buy
Demand for artificial intelligence (AI) infrastructure is booming.…
Authors in August: Dave Ulrich & "The Why of Work"
Author Dave Ulrich, one of the world’s leading thinkers on organizations, leadership, and human capability, shares what he's learned after decades spent studyin…
Why Richtech Robotics Zoomed Nearly 32% Higher in August
The beaten-down service robotics stock staged quite a comeback.…
Why UWM Holdings Stock Dived by 20% Last Month
It flipped to a surprise net loss in its latest-reported quarter.…
Energy Transfer Just Delayed a New Mexico Pipeline. Here's Why I'm Not Worried Yet.
Investors shouldn't worry about the midstream pipeline operator's latest setback.…
Set a Fair Starting Line, as Favorites Can Falter
Every stock enters your portfolio at the same size, regardless of how sure you feel about it. Here's why.…
Berkshire Hathaway Owns AI Exposure in 3 Different Ways. Here's Why That's Not the Same as Owning Nvidia.
Why doesn't Berkshire own the top AI stock?…
How to get an emergency loan when you have bad credit
If you're in need of fast cash but have weak credit, you still have options.…
Why Does Amazon Trade at a Discount to Walmart and Costco? Here's the Only Answer That Makes Sense.
The majority of investors are thinking defensively. They just may be thinking more defensively than is merited.…