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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
How COLAs Are Calculated -- and Why the Formula May Not Reflect What You Actually Pay
Fixing this could help seniors' Social Security benefits go further.…
Apple's Foldable iPhone Saves the S&P 500 From a Chip-Fueled Rout
A weak jobs report met a strong Apple rally on Thursday. Here's why the major indexes couldn't agree on a direction.…
Why Palantir Technologies Stock Charged Higher Today
The AI and data mining specialist is getting some much-needed respect.…
Wall Street Thinks the Space Economy Is a Buy. Here's Why I Disagree
Strong industry trends don't guarantee strong returns.…
SpaceX Just Raised $85.7 Billion From Its IPO. Why Did the Company Raise Another $25 Billion by Selling Bonds?
SpaceX now has over $100 billion in capital to deploy.…
Why Jim Cramer says investors should 'want to own' this industrial stock
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.…
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Applied Materials works with the largest companies that are fueling AI expansion.…
Why Circle Internet Group Stock Is Rising Today
This cryptocurrency stock is poised to end the shortened trading week on a high note.…
Why Meta Platforms Stock Crashed Thursday Morning
The company's proposed new business line could require costly capital outlays.…
Here's Why GE Vernova Stock Soared Last Month
An increased installed base of gas turbines means higher-margin services revenue over the long term.…
Americans Are Cutting Back on Spending. Here's Why That Might Not Matter for SpaceX Investors.
Consumer weakness is not the main issue SpaceX investors should be watching.…
How you as an investor can get ahead of the next AI investment wave
Also in Weekend Reads: Eldercare and family relationships, stock-market prospects for the second half of 2026, and how to set your summer streaming budget.…
Starlink Has 10 Million Subscribers, and It's Just Getting Started. Here's Why That Matters for SpaceX Investors.
Starlink is a high-margin business that can help SpaceX scale its space and AI empire.…
Don't Want Exposure to SpaceX? Why Investing in These Types of ETFs May Be the Way to Go
Many funds will soon include SpaceX, and that can make them riskier and more volatile. But that doesn't include ones that track the S&P 500.…
Why Nike Stock Dropped 11% in June
It's already bouncing back.…
Rivian raises 2026 delivery outlook after strong demand in the second quarter
Rivian is increasing its delivery outlook to between 65,000 and 70,000 EVs, up from 62,000 to 67,000 units.…
UnitedHealth Is Spending $3 Billion on AI and Getting $2 Back for Every $1. Why That Changes the Bull Case for This Blue Chip Stock.
Artificial intelligence is becoming a competitive advantage.…
Why Amazon Stock Lost 12% in June
The AI race is heating up.…
Small Caps Are Beating the S&P 500 by the Widest Margin Since 2003. Here's How to Invest.
Small caps have been much cheaper than large caps for a long time, but are starting to catch up.…
Sky-high funding rates spell danger. Why this technical indicator suggests investors are too bullish
The last time equity financing rates were this high was back in the depths of the global financial crisis in 2008.…
CoreWeave Just Joined the Nasdaq-100. Here's Why I Would Buy the Stock It Is Replacing Instead.
Momentum can work in the near term, but fundamentals matter over the long term.…
Wall Street Thinks This Biotech Stock Can Soar 45%. Here's Why Analysts Are Right.
Analysts have given Alnylam Pharmaceuticals an average price target of $436.…
Russia’s neighbor Lithuania scraps constitutional ban on nuclear weapons. Here's why
The decision comes shortly after lawmakers in Finland voted to lift its longstanding ban on nuclear weapons.…
Americans are paying record prices for steak. Here's why demand isn't cracking
Despite record beef prices, Americans aren't giving up steak. Consumers are treating beef as an affordable luxury and prioritizing it for special occasions.…
Why Lemonade Stock Popped 12% in June
It just announced a favorable new agreement.…
How to Use a QCD This Summer to Reduce Your Taxable Income in 2026
Why pass up an opportunity to save yourself some money and do good for others at the same time?…
Here's Why Bitcoin Could Be the Smartest Buy of the Decade
Even though the top cryptocurrency trades 52% below its record, long-term investors must remember a key bull argument.…
OpenAI reportedly considers handing 5% stake to the government. Here’s why the AI lab would consider that move.
Bringing the government on board as an equity partner may serve to dilute some of the criticism of the AI industry that has developed momentum in recent months.…
Social Security Is Just 6 Years Away From Possible Benefit Cuts. Here's Why Congress Isn't in Any Hurry to Act.
We could be waiting a few more years before we find out what's next for the program.…
Why SpaceX Stock Is Back Down to Around Its $150 Opening Price, and What to Expect Next
The next big events for SpaceX will be its addition to the Nasdaq-100 index and the arrival of its first earnings report.…