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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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How Foot Locker went from a sneakerhead destination to a store struggling to get rid of old shoes
Dick’s Sporting Goods has faced challenges fixing Foot Locker since acquiring it last year. Some skeptics are asking: “Why buy it in the first place?”…
Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue
"Our demand is much greater than 70%," CEO Jensen Huang said on the earnings call.…
This Tiny AI Stock Has Crushed Micron and Nvidia This Year. Here's Why It Can Keep Going.
Netlist's hardware sales are surging as the memory chip crunch boosts prices.…
Here's My Top Space Stock to Buy Right Now, And Why It's Better Than SpaceX
Rocket Lab is laser-focused on its launch business and isn't accelerating its capex spending like SpaceX.…
MAGS Is Treading Water This Year. Here's Why the Smartest Investors Are Still Buying.
The ETF invests only in "Magnificent Seven" stocks.…
How to Be a Moneymaxxer
Embracing this latest social media trend can help level up your finances.…
This Energy Giant Just Bought 500 Miles of Pipeline in America's Busiest Oil Field. Here's Why.
The Canadian pipeline and utility giant is enhancing its strategic position in one of North America's top oil fields.…
Uber Stock Is 20% Off Its All-Time High, While the S&P 500 Index Is Up 14% Since Then: Here's Why the Market's Bearish View Is Wrong.
Investors will come to appreciate the competitive position this company has established.…
1 Former Secretary of Defense Says That the Clarity Act Is a National Security Issue. Here's Why That Could Be Bullish for Crypto.
This is another big sign that the crypto industry is not going to be a financial Wild West for much longer.…
Why these analysts say bitcoin will double by next year — and could reach $500,000 at the end of the decade
Bitcoin has had a revival lately. Bernstein analysts think the cryptocurrency is headed for a new high of $300,000 by 2029.…
2 charts show why beaten-down Treasury bonds may be due for an epic rebound rally
The mounting U.S. debt is an intractable problem. A quick look at the numbers shows how interest payments are set to snowball, but short-term relief could be co…
Best Buy tops quarterly estimates, raises outlook as computing shows strength
Best Buy raised its full fiscal year outlook on Thursday after reporting a stronger-than-expected first half performance.…
Warren Buffett Says This 1 Move Is the Key to Surviving a Stock Market Crash. 100 Years of History Says He's Right.
A bear market is coming eventually. Here's how to prepare for it.…
Collecting Social Security? Why You Shouldn't Wish for Giant COLAs, Period.
Be careful what you hope for.…
Why Citi thinks one of the year's best-performing sectors is finishing its bull run
European banks have shaken off a weak first quarter to notch solid share price gains in the year to date, but Citi analysts warn their momentum may be fading.…
If History Is Any Guide, This Is What Happens Next for Bitcoin
A recent surge could be the light at the end of the tunnel for Bitcoin investors.…
Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast
Nvidia CEO Jensen Huang did it again.…
Salesforce CEO Marc Benioff says the ‘SaaSpocalypse’ is nonsense. Here's why
Salesforce CEO Marc Benioff pushed back against “SaaSpocalypse” fears.…
How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors.
Though the roles may be reversed in Ford and Geely's partnership, the former should have a ton to gain from its Chinese partner.…
Why Abercrombie & Fitch Stock Surged 35% Today
The retailer's shares, like its brands, are back in style.…
Why GoDaddy Stock Withered on Wednesday
An analyst downgraded his recommendation on the reigning king of domain registrars.…
Apple Is One of the Most Profitable Businesses in the World. Here's Why the Stock Will Be Worth $366 a Share in 1 Year.
Apple's premium brand provides it with tremendous pricing power and a loyal customer base, which has resulted in impressive bottom-line performances.…
Why Box Stock Ticked Higher on Wednesday
The online storage company published its second-quarter results.…
SpaceX Is Adding 500,000-Plus Starlink Subscribers Every Month. Here's Why That's Critical for the Stock.
Starlink is arguably SpaceX's most valuable segment.…
Why D-Wave Quantum Stock Was Plummeting Today
It had some discouraging news to report from the C-Suite.…
Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.
Constellation keeps racking up the deals, but its stock is trading more than 51% below its 52-week high.…
Why Urban Outfitters Stock Rallied Today
The global lifestyle and apparel retailer is getting a lift from a rival.…
Berkshire Hathaway and Billionaire David Tepper Are Piling Into Alphabet Stock. Here Is Why the Tech Giant Is a Screaming Buy.
Alphabet was a popular buy among some successful funds in Q2.…
Why J.M. Smucker Stock Is Up Today
The coffee producer is passing its profits on to investors via steadily growing dividends.…
Why Boston Scientific Stock Crashed Today
The medical device specialist was the victim of a cyberattack.…