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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 Advanced Micro Devices Stock Just Bounced Back
AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.…
Micron's New Strategy Will Face SK Hynix and Samsung's $575 Billion Spending Plans
How much can Micron protect against the massive supply entering the market at the end of the decade?…
Trump defends call urging Balogun red card review: 'It wasn't a foul'
"I didn't know what the hell a red card was," said Trump, who called FIFA President Gianni Infantino about the suspension of Folarin Balogun.…
Why Vertiv and Eaton Are the Ultimate Infrastructure Plays for the AI Boom
When hyperscalers look to grow their data centers, they often turn to Vertiv and Eaton for power and cooling solutions.…
'Electronic warfare is a tech phenomenon': Why the market is rethinking defense valuations
There's a growing investment in newer areas of defense such as deep strike capabilities, anti-drone and unmanned systems, with different priorities for differen…
Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan says
Strategists at the investment bank outlined five key drivers for global equities in the months ahead…
Why Redwire Stock Plummeted 50.2% Last Month and Has Kept Falling in July
Redwire shareholders have been enduring a brutal stretch of trading.…
Adidas is more than a one-off World Cup trade, says UBS. Here are 3 reasons why
UBS spelled out three reasons why Adidas is primed for longer-term growth beyond the World Cup.…
Big tech's Urgent Power Problem Could Boost This Nuclear Stock
AI's next bottleneck may not be chips. See why Oklo's nuclear power plan could turn grid failure into a massive opportunity, if it clears one critical hurdle.…
Your share of the AI wealth is a right — not a handout. Here is how we claw back our money.
Why we actually own the capital behind the AI revolution.…
The Stock Market Is Flashing a Warning Signal Seen Only Once Before. Here's What History Says Comes Next.
History also says there's an ideal strategy for keeping your investments safe right now.…
Bitcoin Is Down 54% From Its All-Time High. Here's What History Says Happens Next
If history is any guide, a recovery could be coming soon for Bitcoin.…
Here's Why This Semiconductor ETF Rewarded Investors in June
There are plenty of different themes to invest in in the semiconductor sector, and three of them came to the fore in June.…
How to Coordinate Social Security, RMDs, and Roth Conversions in Retirement
Managing your finances in retirement can be a careful balancing act.…
Why Opendoor Stock Dropped 21% in the First Half of 2026
It's becoming more than a meme stock.…
Why MercadoLibre Stock Dropped 16% in the First Half of the Year
This high-growth stock is a buy on the dip.…
Why SoFi Stock Plummeted 32% in the First Half of 2026
It was priced for perfection.…
Why Waiting to Fix Social Security Will Only Make the Situation Worse
While there are six years left until the Social Security trust fund is set to run dry, the longer Congress waits to act, the tougher the cuts are likely to be.…
Bitcoin's Price Tumbled 18% in June. Here's Why It's Still a Buy This Summer.
If history is any guide, Bitcoin could be in recovery mode by the end of this year.…
Why Iran may find it difficult to clear its oil inventories even after sanctions relief
Iran may face challenges in clearing oil inventories even after restrictions have been lifted, amid oil supplies elsewhere while China becomes less enthusiastic…
Why Palantir Stock Popped This Week
The AI leader's stock is a buy, according to a respected Wall Street analyst.…
Why Robinhood Stock Jumped This Week
The popular brokerage is embracing decentralized finance and agentic AI.…
Ethereum Lost 22% in 1 Month. Here's Why It Could Still Get Worse
This coin could have a bumpy few months queued up.…
Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News.
Nvidia's stock tends to outperform in times just like this.…
Why e.l.f. Beauty Stock Jumped 32% in June
It announced a major new product line.…
Gold Was Volatile in the First Half of 2026. Here's How to Invest in Gold for the Rest of the Year.
The volatility in gold looks set to continue, but the underlying fundamentals favor taking a positive long-term view on the gold price.…
The Energy Stock Most Investors Overlook-And Why You Should Consider Adding It to Your Portfolio Today.
The soaring demand for electricity will drive Vistra's stock higher.…
Got $1,000? Why Microsoft's Drop to a 52-Week Low Is a Screaming Buy for Long-Term Investors
Microsoft stock looks like a screaming deal at these levels.…
Why Did QuantumScape Stock Drop Almost 30% in the First Half of 2026?
After doubling last year, could the year-to-date drop in 2026 be a golden opportunity?…
Why Strategy, Inc. Plunged in June
Amid a rout in Bitcoin, Strategy Inc. made some moves to shore up liquidity.…