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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
30 stories
Fed’s Williams ‘is opening options’ to interest-rate hikes. Why that could be ‘a bad trade.’
Fed watchers say the upcoming jobs report and inflation data are key after seeing signs that Fed Chairman Kevin Warsh would be willing to see interest rates ris…
What to watch in Broadcom’s upcoming earnings – and why Nvidia is running
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Why PG&E Stock Keeps Going Down
California just put PG&E in a Catch-22.…
Dutch Bros Is at $49. Should Investors Take Pause or Buy the Dip?
Dutch Bros stock dropped 18% after a strong earnings report. Here's why the sell-off may be an opportunity.…
Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That.
CEO Jensen Huang says "compute is revenue" as the chipmaker moves deeper into the AI stack.…
Warren Buffett's Best Rule for Surviving a Bear Market -- and Why It Works
It's never a bad idea to look to the Oracle of Omaha for investing wisdom.…
Why Dell Stock Rocketed Higher Wednesday Morning
The computer and AI specialist continues to harness the AI revolution.…
Why I ditched my SEP IRA: A freelancer’s guide to maximizing retirement savings
How to choose between plans when you want to maximize your savings but downsize your paperwork…
Why Dutch Bros Stock Fell 26% in August
Growth is great, but the stock is expensive.…
Altria sues FDA over tobacco product review system
Marlboro-maker Altria is seeking to force the FDA to overhaul a review process it says has blocked newer nicotine products from reaching the market.…
This Stock Trades at a Fraction of Its Own Projected $23.6 Billion Value. Here's Why the Market Isn't Buying It.
The Metals Company is sitting on a potentially massive resource.…
Why Palo Alto Networks Stock Crashed Today
Palo Alto Networks reported strong earnings -- but not strong enough to support a sky-high stock price.…
Private equity funds are losing to the S&P 500 of late—why investments for the wealthy aren't necessarily better
Private equity has lagged the S&P 500 in the last few years despite longer-term outperformance.…
3 Steps to Inflation-Proof Your Retirement
With the right strategy, you can protect against rising costs.…
How one strategist warned on semiconductor stocks within a day of their top
The chairman of JPMorgan Asset Management’s market and investment strategy warned on chip stocks within a day of their peak.…
Berkshire Hathaway Just Sold 3 Bank Stocks. Here’s Why Investors Should Take Notice
Berkshire Hathaway’s stock portfolio has been bank-heavy for a while, but that could be changing.…
Privacy Coin Zcash Just Hit an 8-Year High. Here's Why I'm Bullish on ZEC in 2026.
With a recent bump in the road successfully navigated, this coin is positioned to flourish over the long term.…
This Is the 1 Move Every Long-Term Investor Should Make Right Now, According to History
Market downturns may feel frightening, but they don't have to be. Here's why.…
If the AI Bubble Is About to Burst, 2 Things Warren Buffett Would Recommend Investors Do Right Now
How to prepare for a potential AI-led market crash.…
Why Wheaton Precious Metals Rallied in August
Wheaton delivered in the second quarter, as gold and silver prices rallied to strong months.…
Soft Rotation Underway: Why Capital Is Quietly Flowing from Tech Into Dividend ETFs
Here's a look at the new trend of reallocating funds away from tech stocks.…
MongoDB Just Delivered a Beat and Raise Quarter -- So Why Is the Stock Falling?
The cloud-native database specialist delivered everything shareholders expected. Turns out they wanted more.…
The Stock Market Is Historically Expensive Right Now. Here's Why I'm Still Investing.
It's understandable to be nervous about high stock valuations. But long-term investors can breathe easy.…
AI capital expenditure forecast to exceed the cost of building railways in both the U.S. and the U.K. — with the internet added on top
The accounting giant says the buildout of artificial intelligence differs from the development of railways and the internet because of its scale and spending gr…
Why CoreWeave Stock Gained 18% in August
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.…
Credit Card Delinquencies Run 6.4% at Small Banks and 2.9% Across All of Them
Why are they so much higher for smaller banks?…
Why The Trade Desk Stock Lost 24% in August
The adtech company turned in another disastrous earnings report.…
Why Fervo Energy Stock Skyrocketed Today
A blockbuster deal with an AI colossus has investors excited.…
Why Is Everyone Talking About Nvidia Stock?
Despite a post-earnings surge, Nvidia stock is still relatively undervalued.…
The Case for Buying Comfort Systems USA Stock More Than 20% Below Its All-Time High
The 20% drop in Comfort Systems USA does not align with its multi-year tailwinds and substantial backlog.…