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Editor-curated in-depth pieces from our 120+ archive. Tagged by region and theme.

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Latest in Deep Analysis

30 stories
I've Been Writing About Disney Stock for 30 Years. Here's Why My Conviction Has Never Been Higher.
Finance

I've Been Writing About Disney Stock for 30 Years. Here's Why My Conviction Has Never Been Higher.

The Mickey Mouse company is trading at a Goofy price.…

Why Okta Stock Skyrocketed This Week
Finance

Why Okta Stock Skyrocketed This Week

Cybersecurity has never been more important, and Okta stock is surging.…

Why Hyperliquid Strategies Stock Surged This Week
Finance

Why Hyperliquid Strategies Stock Surged This Week

Hyperliquid Strategies stock gained nearly 10% this week thanks to the company's earnings report and strong performance for its namesake crypto token.…

Why Rezolve AI Stock Skyrocketed This Week
Finance

Why Rezolve AI Stock Skyrocketed This Week

Rezolve AI shareholders got some promising news this week.…

RTX's $289 Billion Backlog Is Mainly Commercial, Not Defense. Here's Why That Split Is the Real Story.
Finance

RTX's $289 Billion Backlog Is Mainly Commercial, Not Defense. Here's Why That Split Is the Real Story.

The commercial aerospace and defense businesses support each other across a range of market conditions, and their backlogs help secure their cash flows and busi…

Since 2007, Walmart Stock Has Climbed Higher 68% of the Time in September. Here's Why This September May Look Different.
Finance

Since 2007, Walmart Stock Has Climbed Higher 68% of the Time in September. Here's Why This September May Look Different.

September may be a rocky investing month, but the biggest returns are made over years and decades.…

Bitcoin Could Hit $300,000 by 2030, Says Coinbase CEO Brian Armstrong. Here's Why He's Right.
Finance

Bitcoin Could Hit $300,000 by 2030, Says Coinbase CEO Brian Armstrong. Here's Why He's Right.

If it is able to maintain its historical rate of growth, Bitcoin could triple in price by 2030.…

NIO's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.
Finance

NIO's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.

This could be the moment Nio investors have been waiting years for.…

Tesla Stock in 2027: Why I Think TSLA Still Has Room to Run
Finance

Tesla Stock in 2027: Why I Think TSLA Still Has Room to Run

Tesla looks wildly expensive today, but if FSD, robotaxis, and Optimus deliver, today's valuation could look very different by 2027.…

Better Consumer Staples ETF: the iShares IYK vs. First Trust's Food and Beverage-Focused FTXG
Finance

Better Consumer Staples ETF: the iShares IYK vs. First Trust's Food and Beverage-Focused FTXG

IYK offers broader sector exposure with lower costs and stronger five-year returns, while FTXG provides a narrower food-focused strategy for specialized investo…

Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income
Finance

Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income

Realty Income is a reliable dividend payer and more innovative than you may realize.…

XRP Is Up 33% in August. Here's Why I'm Not Buying XRP at a Price of $1.44
Finance

XRP Is Up 33% in August. Here's Why I'm Not Buying XRP at a Price of $1.44

Key problems with the coin's tokenomics and supply haven't been solved.…

SoFi Stock: Why This "Fintech" Needs to Start Performing Like a Real Bank
Finance

SoFi Stock: Why This "Fintech" Needs to Start Performing Like a Real Bank

Why SoFi's future hinges on bank‑style metrics like cross‑sell, CAC payback, and net interest margin.…

Will AI Make Shopify Obsolete? Why This Beaten-Down SaaS Stock Could Be a Long-Term Winner
Finance

Will AI Make Shopify Obsolete? Why This Beaten-Down SaaS Stock Could Be a Long-Term Winner

Shopify's integrated e-commerce toolbox may turn today's SaaS sell-off into a valuation opportunity.…

Is D-Wave Quantum a Buy?
Finance

Is D-Wave Quantum a Buy?

D-Wave Quantum has paying customers and a broadening technology platform. Here's why that's not the whole story.…

Why I Wouldn't Touch IonQ, Even With Quantum Computing Stocks Soaring
Finance

Why I Wouldn't Touch IonQ, Even With Quantum Computing Stocks Soaring

IonQ is growing blisteringly fast.…

Salesforce Shares Surge 23%. This Is Why the Stock Looks Like It Has a Lot More Upside Ahead.
Finance

Salesforce Shares Surge 23%. This Is Why the Stock Looks Like It Has a Lot More Upside Ahead.

Salesforce stock remains cheap even after its big jump.…

Why I'm Still Holding Nvidia (NVDA) Stock Despite Its Sky-High P/E Ratio
Finance

Why I'm Still Holding Nvidia (NVDA) Stock Despite Its Sky-High P/E Ratio

It has been growing at a breathtaking pace, but its shares don't seem overvalued.…

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce
Finance

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

In Part 2 of the conversation, Mastercard CEO Michael Miebach breaks down the company's artificial intelligence outlook and utilization.…

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.
Finance

I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.

Technology changes fast, but electricity doesn't.…

Could This Hot Growth Stock Be the Next MercadoLibre? Why It Looks Like a Screaming Buy
Finance

Could This Hot Growth Stock Be the Next MercadoLibre? Why It Looks Like a Screaming Buy

Mexican grocer BBB Foods is delivering impressive growth and has a long runway ahead of it.…

Opinion: Bristol Myers Squibb Is a Buy -- but the Real Reason Why Might Surprise Investors
Finance

Opinion: Bristol Myers Squibb Is a Buy -- but the Real Reason Why Might Surprise Investors

Bristol Myers Squibb is facing down a major patent cliff, which is a problem and a huge motivating force.…

History Says All Bear Markets Have 1 Trait in Common -- and It's Fantastic News for Investors
Finance

History Says All Bear Markets Have 1 Trait in Common -- and It's Fantastic News for Investors

Why bear markets shouldn't scare off smart stockholders.…

Why Tesla's Optimus Robot Might Have a Hollywood "Problem"
Finance

Why Tesla's Optimus Robot Might Have a Hollywood "Problem"

Investors may misjudge Optimus's adoption rate by focusing on how the entertainment industry portrays humanoid robots.…

Chevron's Microsoft Data Center Deal Was a Bigger Story Than Its Earnings. Here's Why.
Finance

Chevron's Microsoft Data Center Deal Was a Bigger Story Than Its Earnings. Here's Why.

Chevron is getting in on the AI boom with its recent long-term energy agreement with Microsoft.…

Nvidia's CFO Just Explained Why the AI Boom Is Eating Its Gross Margin -- and It's a Green Light for Micron
Finance

Nvidia's CFO Just Explained Why the AI Boom Is Eating Its Gross Margin -- and It's a Green Light for Micron

Nvidia guided for a lower gross margin over the next two quarters.…

IREN's Powerful AI Milestones Could Reshape Valuation, With Critical Risk
Finance

IREN's Powerful AI Milestones Could Reshape Valuation, With Critical Risk

Two major AI milestones are changing the investment case for IREN. See why the company's transformation could reshape its valuation, and the risk that could sti…

Why Abercrombie & Fitch Stock Skyrocketed This Week
Finance

Why Abercrombie & Fitch Stock Skyrocketed This Week

Abercrombie's latest business update arrived with great news for investors.…

Why would someone lock up money by rolling it into a 401(k)?
Finance

Why would someone lock up money by rolling it into a 401(k)?

When done right, rollovers can be a great tool.…

K, C or E? Why economists can’t agree on the shape of today’s economy
Finance

K, C or E? Why economists can’t agree on the shape of today’s economy

Economists have long viewed the post-pandemic economy as "K"-shaped. That consensus has now evaporated.…