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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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IES's 2026 Outlook: Data Center Infrastructure Drives Growth as Market Capacity Scales
This under-the-radar industrial tech stock boasts a Superscore of 81 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system.…
Consolidated Water's 2026 Outlook: A Small-Cap Infrastructure Stock With a Solid Revenue Moat
This under-the-radar water utility stock boasts a Superscore of 70 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. H…
Embraer's 2026 Outlook: Record $34.5 billion Backlog Drives Future Production Growth
This under-the-radar industrial technology stock boasts a Superscore of 80 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database s…
'Take or pay': AI companies are taking a risky page from the energy sector's playbook
Borrowed from the energy sector, take-or-pay contracts have a firm start date and make customers pay for products regardless of whether they use them.…
Toll Brothers' 2026 Outlook: Spec Home Mix Scales to 54% to Capture Demand
This under-the-radar consumer discretionary stock boasts a Superscore of 72 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database …
Why Boeing Stock Just Dropped
Uh-oh. Boeing just found another problem with its 737 MAX airplane.…
FirstCash's 2026 Outlook: Global Pawn Network Scaling Through $150 Million Buyback Program
This under-the-radar consumer finance stock boasts a Superscore of 76 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system…
Chefs' Warehouse's 2026 Outlook: Scaling Distribution Network to Capture Market Share
This under-the-radar food distribution stock boasts a Superscore of 74 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database syste…
Former Disney CEO Bob Chapek on why he wrote his new memoir: 'I had to get the truth out there'
Former Disney CEO Bob Chapek joins CNBC’s 'Squawk Box' to discuss why he wrote his memoir, 'Behind the Castle Walls,' his relationship with Bob Iger, and more.…
A pullback is brewing, say these strategists who have examined every drawdown since 1956
While a modest correction is probable in the near-term, RBC Capital Markets’ analysis of previous significant market drawdowns finds many of the telltale signs …
18 of 21 Analysts Still Think Alnylam Stock Is a Buy. Here's Why They're Right.
Wall Street expects an even bigger rebound for this beaten-down biotech stock.…
Why I Just Bought This 8%-Yielding S&P 500 ETF
This isn't your typical S&P 500 ETF.…
A Financial Stock Can Be a Great Business and a Bad Investment. Here's How to Tell Them Apart.
Investors will quickly figure out that a potential stock needs to clear two primary hurdles.…
I Keep Adding to This Pipeline Stock. Here's Why the Yield Isn't the Only Reason.
This stock has paid off handsomely for the past seven years.…
Why OCBC sees an undervalued yen nearing a turning point
The Japanese yen, one of the most undervalued currencies globally, is near a turning point, according to OCBC.…
Trump-Xi summit analysis: 'Tangible outcomes' needed for U.S.-China truce to hold
U.S. President Donald Trump and Chinese President Xi Jinping met in Washington, D.C., last week and signaled plans to meet two more times this year.…
Nebius Is Raising the Price of Its AI Compute on Oct. 1. Here's What That Says About the Shortage.
Why would a cloud company in the middle of a huge build-out charge more for the chips anybody can rent by the hour?…
Bristol Myers Squibb vs. Novo Nordisk: Which Healthcare Stock Is a Better Buy in 2026?
Bristol Myers Squibb raised its 2026 sales outlook in July, while Novo Nordisk expects its sales to be flat at best this year, yet Bristol Myers Squibb trades a…
I'd Buy Amazon Stock While It Sits 12% Below Its Record
The cloud unit is growing faster than it has in years. Why are the shares cheaper than they were in August?…
Will XRP Hit $4 By 2028?
There's a good reason why XRP has never traded higher than a price of $3.84 in more than 14 years.…
Why I'd Still Buy This 10%-Yielding Dividend Stock After the Fed's Latest Hike
Interest rates are both a headwind and a tailwind for Ares Capital.…
Why Meta Platforms Stock Jumped 13% This Week
Muse is tantalizing investors.…
History Says Intel's Best Years Have Been Hard to Follow. 2026 Is Its Best in More Than 4 Decades.
Four of the chipmaker's five previous best years since 1981 were followed by a down year. Why would 2027 be different?…
Social Security COLA Forecast for 2027 Is Falling and Here Is What It Means for Retirees
Nearly annual COLAs can help retirees keep up with inflation, but they're often not enough.…
AI Leaders Want to Slow Down Development
A wave of AI leaders are warning about the pace of frontier models and their fear of them getting “out of control.” However, there may be other reasons why they…
SpaceX IPO Volatility Is Coming: Why Patient Investors Should Wait Out the Lockup Roller Coaster
Use patience and fundamentals to navigate volatile IPOs.…
Costco Costs More Than $920 a Share. Here's Why I'd Still Buy One.
The warehouse club operator is a bargain, even if its price tag and valuation might seem high.…
Why Investors Should Be Bullish on Meta Platforms and Its AI Strategy
Meta is catching up with AI competitors, and investors are noticing.…
10-Year Treasury Yields Are Back Over 5% After the Fed Raised Rates. 3 Reasons Why This S&P 500 Dividend Stock Is a Better Buy for Long-Term Passive Income Investors
This monthly dividend payer has raised its payout 136 times since 1994, and new data center and European deals could fuel further growth.…
How to Make Sure Your Roth Conversion Doesn't Backfire
Before jumping in, do the math.…