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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 Broadcom Stock Dropped Today
Don't be fooled by guidance -- or by the sell-off. Broadcom stock remains fairly priced.…
Tyson Foods cuts annual profit forecast again as beef pressure drains margins
Tyson Foods cut its profit forecast and lowered its annual sales target, blaming increased pressure in its beef segment due to expected weak cattle prices.…
Why Palantir Stock Bounced Back Today
Palantir stock looks expensive, yes, but given its growth rate, is it really overpriced?…
How to invest in a booming stock market that’s way cheaper than the S&P 500
Poland’s reclassification as a developed economy from an emerging market opens it up for investment by many more investors.…
Better Buy: XRP vs. Bitcoin
Ripple signed 10 major banking deals in 2026 and settled none of them in XRP. Here's why that matters more than any price chart.…
Hyperscalers Are the Backbone of AI. Here's Why I Own Amazon, Alphabet, and Meta Platforms.
Amazon, Alphabet, and Meta Platforms are three top AI stocks to own for the long term.…
How Making a Financial Plan Can Build Your Money Confidence
Millions of Americans aren't confident about their ability to make a financial plan. Here's how to get started.…
How much money Americans in their 30s and 40s have in their 401(k)s—see how you stack up
Here's how financial pros say you can tell if you're on track to retire, and how to catch up if you've fallen behind.…
70% of This High-Yield Dividend Stock's Income Comes From Just 2 Companies. Here's Why I'm Not Worried.
Vici Properties doesn't own commodity real estate leased to weak tenants.…
Why Super Micro Computer Stock Took Off in August
Super Micro delivered improved margins, forecast huge growth for the year ahead, and shored up some corporate governance concerns.…
Berkshire Hathaway Just Poured Billions Into One Stock. Here’s Why.
Warren Buffett missed out on buying this tech giant early, but Berkshire is making up for lost time.…
Meet the Dividend King Stock That Yields Quadruple the S&P 500. Here's Why It's a Buy Now.
For investors seeking stability and portfolio income, this venerable REIT is in a class of its own.…
Why Netflix Stock Gained 13% in August
Investors pounced as the stock hit a 52-week low.…
People under 21 can’t use most sportsbooks — so they’ve wagered over $5 billion on Kalshi instead
A new American Gaming Association analysis finds underage sports betting is flourishing on prediction markets.…
Why Tesla Stock Surged 18% in August -- and Why the Robotaxi Story Is Just Getting Started
Investment narratives matter, and Tesla could be about to overperform expectations on its robotaxi rollout.…
How to save on Thanksgiving travel with your credit card
Holiday travel is more expensive this year, but with the right card (and smart planning), you can keep costs down.…
Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now
We recently reduced our position size, which allows us to be more patient with this one.…
Why Hilton calls this Asian country the fastest-growing tourism market
Hilton says one Asian country is the most exciting global tourism market as regional travel surges.…
Here's Why Ionis Pharmaceuticals' Steep Sell-off Was Overdone
This biotech stock looks like a great candidate to buy on the admittedly steep dip.…
Micron Technology Stock Has Stumbled, but Here's Why I'm Not Buying the Dip
The artificial intelligence infrastructure spending boom has run into some turbulence.…
Why alarming bond yields might drop sooner than investors think
The surge in government bond yields that has alarmed investors may reverse itself has cyclical forces overwhelm fears over the sustainability of debt, one strat…
Here’s your chance to rent ‘haunted’ Hollywoodland house from Holly Madison
“The Girls Next Door” alum Holly Madison has listed her historic—and allegedly “haunted”—home as a $9,500-a-month rental, after she opened up about why she feel…
Why Sandisk Stock Soared 29% in August
Investors were enthused about recent performance and continued opportunity.…
Broadcom's AI Revenue Just Soared 221%, and Profits Tripled. So, Why Is the Stock Flat?
The data center and networking specialist provided the clearest evidence yet that AI adoption is surging.…
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Why Beyond Meat Stock Slumped Last Month
You'd sink too if you effected a major reverse stock split.…
Why Redwire Stock Rocketed 24% Higher in August
It was a month full of good news for the company.…
Why Yeti Stock Swooned in August
The cooler and drinkware specialist's second-quarter results looked strong at first glance.…
Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet.
Alphabet stock fell on the news, but it might be better than you think.…
A Video Game Trailer Was Netflix's Most-Watched English Film Late Last Month. Here's Why This Matters for Investors.
The streaming giant didn't produce it and only had it exclusively for six hours. So, what did it get?…
Here's Why Eos Energy Stock Soared Today
The battery specialist is helping the grid make better use of solar power.…