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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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The Simplest Graph Shows Exactly Why GM Is a Big Buy -- but There's 1 Huge Drawback
General Motors has broken free of historically low P/E multiples, underscoring that Wall Street sees it as a top auto stock. Here's how.…
Why Constellation Energy Stock Is Tumbling Today
One firm has lower expectations for this nuclear stock -- and investors are taking note.…
Bitcoin's summer swoon creates unique trade in Strategy
Outright shorting bitcoin or high-beta crypto equities after a steep decline carries immense tail risk.…
The $20,000 new vehicle is all but extinct—what the most affordable new car looks like now
Why the $20,000 new car disappeared, and what budget-conscious buyers can expect today.…
Why CoreWeave Stock Is Tumbling Today
Investors just learned the company will soon face another big competitor.…
Why ServiceNow Stock Is Rising Today
After a poor performance through the first six months of 2026, this cloud stock is off to a bullish start for the second half of the year.…
Forget Apple: Why Microsoft Is a Far Better Value Today
Microsoft's stock looks far cheaper than Apple's.…
Why Palantir Stock Is Skyrocketing Today
Is Palantir becoming a hot stock again?…
Why Progress Software Stock Is Skyrocketing Today
Progress Software just served up a beat-and-raise quarter that has investors feeling bullish.…
Energy Stocks Comprise 17% of This Top Dividend ETF. Here's Why.
The Schwab U.S. Dividend Equity ETF features sizable energy exposure, but that's not cause for alarm.…
Here's Why You Might Regret Buying SpaceX Stock Before Aug. 6
A major catalyst will arrive for SpaceX in August.…
EBay doesn't need Ryan Cohen for its comeback. How to profit from the turnaround
Tony Zhang breaks down how he's using options to capitalize on a comeback in eBay.…
SpaceX Stock Is Back Near Its IPO Price After a 24% Drop. Here's How to Decide Whether to Buy, Hold, or Sell
In the stock's second week of trading, investors are wondering whether the price swing is an opportunity or a warning.…
We're exiting a troubled stock after a muted quarter, while considering better options
The quarter offered some signs that management's turnaround strategy is gaining traction, but progress remains slow.…
Why Is Everyone Talking About Micron Stock?
Of course, when you're generating record profit margins, people notice.…
Trump Accounts for kids launch July 4: What parents need to know
Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.…
Private payrolls rose by 98,000 in June, less than expected, ADP reports
Companies added slightly fewer workers than forecast, with hiring targeted heavily toward healthcare-related sectors.…
Why it’s too early to call a top on semiconductor stocks, according to these highly regarded analysts
Nomura analysts offer a deep dive into the semiconductor industry — and some bottlenecks that the market hasn’t even woken up to.…
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Micron stock might be more expensive than it appears.…
July is a three-paycheck month. Here's how to make the most of it
If you're paid biweekly, you get an extra paycheck two months a year. Here's how to put those funds to good use.…
It Took Tesla 10 Years to Perform Its First Stock Split. Here's Why a SpaceX Stock Split Could Come Much Sooner.
Both are Elon Musk-led companies, but their IPOs couldn't have been more different.…
Oil prices wobble as breakdown in U.S.-Iran talks casts doubt over peace process
Oil prices were lower on Wednesday after Iran said it would not meet with U.S. delegates for talks in Qatar, amplifying concern about the peace process.…
Here's Where Oklo Will Be in 5 Years (And Why You Should Buy Right Now)
With a large backlog of orders and skyrocketing demand for energy, Oklo is well-positioned to takeoff in the next half-decade.…
Asia’s IPO boom looks strong. Here’s why it may be more complicated
Asia-Pacific is leading the global IPO market, but its boom is not one story. Hong Kong, Mainland China and India are each powered by a different IPO engine — o…
Why Is Palantir Stock Crashing, and is it a Generational Buying Opportunity?
Investors have rarely had an opportunity to buy this stock this cheaply.…
Why Unusual Machines Stock Jumped Today
The drone component maker is expanding production to meet surging demand.…
Why AeroVironment Stock Skyrocketed Today
Unmanned vehicles are a vital part of the modern battlefield.…
Why Asia still struggles to create its own mega-IPOs like SpaceX
Asia has no shortage of entrepreneurs, engineers or giant domestic markets. Yet when it comes to producing the kind of blockbuster listings seen in the U.S., th…
Crypto Market Today, June 30: Bitcoin Slides on Strategy Pivot
Today, June 30, 2026, crypto investors watched large-cap tokens weaken as institutional demand remained in focus.…
Why Beyond Meat Stock Is Up Today
Investors are excited about the plant-based meal maker's latest innovation.…