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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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Tesla Stock Sank 7% Despite Record Deliveries
Record deliveries weren't enough to impress investors, but a robotaxi expansion was. Here's why Tesla's future may depend far more on AI than on cars.…
4 Reasons I'm Claiming Social Security at 65 -- and Why It Makes Sense for Me
My plan may not be right for everyone, but it may help you build your own.…
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Why FuelCell Energy Stock Is Tumbling on Wednesday
The unprofitable company made a not-entirely surprising announcement Tuesday evening.…
Few bright spots in Wednesday's tough market — why Nvidia stock is one of them
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.…
Why The Trade Desk Fell 16% in June
Concerns about slowing growth and competition continued to weigh on The Trade Desk.…
Why Palantir Technologies Stock Just Dropped
Palantir is selling off again, but does it deserve to?…
The case for having Big Oil in your 401(k) or IRA
Energy exposure may help you sleep better at night.…
Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026
AI data centers, Iran, oil prices, and other topical issues impacted the stock in the first half of this year.…
Why Alibaba Stock Is Rallying Today
A couple of optimistic analyst notes simply sparked bullishness that's been ready to be unleashed for a while now.…
All entry-level jobs require 3-5 years of experience. How am I supposed to get that if no one will hire me?
How to get experience if no one is willing to be your first employer.…
Tom Gardner's Five Stocks for the Long Term: Big Diversification, AI Research, and Caution
Tom Gardner makes the case for fifty-stock portfolios and AI-powered research, then names five companies to consider owning for the next five-plus years.…
Why Super Micro Computer Fell Over 36% in June
Super Micro Computer diluted shareholders in order to fund a massive order book, and investors weren't fans of the move.…
Broadcom's AI Revenue Just Jumped 143%. So Why Is the Stock Sliding?
Broadcom stock has dipped 22% over the past month.…
One cybersecurity name is repositioning itself as an AI play. How to trade a potential move higher
Tony Zhang breaks down this bullish options trade.…
Why the stock market’s biggest laggards might be your best defense against a summer selloff
Low-volatility stocks are having a moment after a long stretch of underperformance.…
Why Ford Stock Slumped 20% in June, And Why July 28 Could Decide What's Next
A major recent development could boost Ford's production and sales volumes in the coming months.…
Why the drop in stocks and oil market reaction is not worse after Trump's comments
All things considered, markets are taking the latest escalation in Middle East in stride.…
Here's Why Oracle Stock Slumped in the First Half of 2026 (Hint: Microsoft Was Also Impacted)
Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.…
A Berkshire-backed oil and gas producer is likely to benefit from strategy shift, Evercore ISI says
Occidental Petroleum is likely to gain from efforts to improve its capital efficiency and return value to shareholders, according to Evercore ISI.…
Here are Wednesday's biggest analyst calls: Nvidia, Netflix, SpaceX, Apple, Wynn, Block, Strategy, General Motors & more
Here are the biggest calls on Wall Street on Wednesday.…
Strategy Just Unveiled a Brand-New Approach to Bitcoin. Is the World's Biggest Bitcoin Treasury Company in Trouble?
Why buy a Bitcoin treasury company when you can simply buy Bitcoin?…
SpaceX Officially Joined the Nasdaq-100 and Received a $300 Price Target From Wall Street. Here's Why the Stock Is Falling Anyway.
SpaceX's valuation is being tested now that public markets have digested its IPO.…
Why July 16 Could Be a Turning Point for the Netflix Stock Price
Netflix has a chance to reverse its stock price decline on July 16.…
Why Netflix Stock Dropped 24% in the First Half of 2026
The market is worried about the future.…
Perpetual Futures Are Coming to a Popular Solana Crypto Wallet. That's Why I'm Considering Buying Solana Right Now.
Perpetual futures are rapidly emerging as a growth driver for all sorts of businesses in crypto.…
Domino's Pizza Stock Is Down 32% and Still the Dominant Player. Here's Why I'd Buy Now.
This market leader continues to gain share.…
Here's Why You Shouldn't Buy the Asana Dip
Asana's revenue growth is weak even as it's rolling out AI innovations.…
Why Bank of America Stock Jumped in June
It passed a very important examination administered by an industry regulator.…
Why This Semiconductor ETF Might Be the Most Underrated AI Play Right Now
This fund is up 98% year-to-date.…
The Federal Reserve's Initial July Inflation Forecast Looks Fantastic on the Surface, but Something Sinister Lurks in the Details
The inflation devil is in the details.…