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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
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- Energy transition vs petrostate cashflow
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Prediction: Nvidia Will Join the Vanguard Russell 1000 Value ETF Before the End of the Year. Here's Why the ETF Is an Excellent Buy Now.
Nvidia is now consistently profitable and sports a reasonable valuation, making it a blend of growth and value.…
Why Victoria's Secret Stock Plummeted This Week
The latest quarterly report from Victoria's Secret actually looked pretty strong, but its stock still lost ground.…
Pepsi Is Dirt Cheap With a 4.2% Dividend Yield. Here's Why Wall Street Is Favoring Coca-Cola Instead.
Which stock has the better investment potential?…
6 Hyperscalers Driving the AI Revolution Are Projected to Spend $1.3 Trillion on Capex in 2027. Only 1 Is Forecast to Have Positive Free Cash Flow.
Spending on artificial intelligence infrastructure is expected to continue growing rapidly next year.…
Here's Why Oklo Stock Trades at a 900% Premium to NuScale Power
Two SMR stocks have wildly different valuations.…
Why GitLab Stock Surged This Week
GitLab's latest quarterly report arrived with more evidence that AI is powering wins for the company.…
I Own Both Oracle and NuScale for Different Reasons. Here's How They Fit Together.
I bought the dip in both Oracle and NuScale. Here's why.…
Here's Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
Is this big pharma stock still a buy for investors who aren't billionaires?…
PepsiCo Loses to 30-year U.S. Treasury Bonds on Yield. Here's Why It Wins on Everything Else.
Owning PepsiCo stock is likely worth a slightly higher risk for most investors.…
ETF Inflows Set a Record in July. The Fee Mix Moved at the Same Time.
Investors are still buying exchange-traded funds in huge numbers, but Wall Street has figured out how to make this transition more profitable, too.…
Target Stock at $165: Here's Why Investors Should Pause.
After a monster 79% trailing 12-month gain, shares in this retail giant are no longer cheap.…
Why GitLab Stock Soared 35% in August and Why It's Already Rocketed Higher
As fears of a SaaSpocalypse faded, the software development specialist took flight.…
Why Innodata Stock Tumbled by 10% Last Month
It wasn't because of the quarterly earnings report it published that month.…
Bill Gates Says He Still Won't Invest in Crypto, Calls It a "Pure Mania-Driven Asset." Here's Why He's Right.
Bitcoin has momentum, but stocks have fundamentals.…
Coca-Cola Stock at $88: Here's Why Investors Should Pause
The stock of Coca-Cola's archrival and the behavior of a prominent shareholder strongly indicate it is a hold.…
Donald Trump's Tariff Policy Has Repeatedly Triggered Multi-Trillion-Dollar Stock Swings Since Early 2025. Here's Why Markets Still Struggle to Price In His Next Move.
The president's unique approach to trade policy is creating a lot of volatility.…
Why Intel Stock Climbed This Week
Dell's torrid revenue growth bodes well for the semiconductor leader.…
Why I Just Added to My Chevron Position Despite Trump Criticism
Speculation that Chevron is about to close two major oil-field deals in Venezuela "trumps" White House knocks on the company.…
Schwab Bond ETFs See Billions Pour In, and Here's Why
Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.…
Rocket Lab's Revenue Is Soaring. So Why Is the Stock Sinking?
The rocket flight company might push back the timeline yet again for the debut of its new rocket type.…
Anthropic Weighs Lockup Periods Longer Than the Standard 180 Days. Here's Why That Matters.
This approach has the potential to change how tech companies handle insider share lockups as part of an IPO.…
Why I'm Still Investing in VTI Right Now No Matter What the Stock Market Does
When the stock market gets choppy, I take comfort from the lessons of history.…
Icons Dolly Parton and Gloria Steinem never officially retired—why that's a choice for some and requirement for others
The idea of never retiring sounds awful to some, but inspiring to others who want to pursue their passions long after they've left full-time work.…
Anthropic's IPO Could Value It at 30 Times Revenue. Here's Why I'm Still Interested Anyway.
Anthropic could go public at a $2 trillion valuation, surpassing SpaceX.…
Here's Why USA Rare Earth Is a Buy Before Its Next Earnings Report
USA Rare Earth's revenue is about to jump.…
Why Deere Stock Hit an All-Time High This Week
The recovery cycle for Deere's equipment could be just beginning.…
Why Walmart is moving in on DoorDash, Uber Eats delivery action, starting with donuts, coffee and sandwiches
Walmart's deal to deliver for Dunkin' follows one earlier this year for Subway sandwiches, as the nation's largest retailer targets Uber Eats and DoorDash.…
Why UiPath Rallied in August
Although the stock has pulled back after its early September earnings report.…
Realty Income Is Paying More Dividends Than Ever Before and Yields 5.3%. Here's Why Its High-Yield Monthly Payout Is as Safe as It Gets.
Realty Income can easily afford its dividends.…
Why does almost nobody want to befriend older people like me — except scammers?
“I’d rather leave my estate to people who spent time with me because they genuinely valued my company.”…