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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
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3 Monster Stocks to Buy Right Now With Dividend Yields of 5% or More
Why settle for puny yields when you can buy these monster dividend stocks?…
Why Apple pivoting to China for memory may not solve big tech’s microchip crisis
Apple reportedly is looking to ease its memory crunch with a Chinese company, but the dominance of the big three makers continues, says one tech investor.…
Why ‘permabear’ Jeremy Grantham is steering his own cash into high-flying tech companies
A viral social-media post this weekend took Jeremy Grantham bashing a step further by looking at the investing legend’s own investments.…
Google Stock Is Down Double Digits. Warren Buffett and Greg Abel Aren't Worried -- and Here's Why You Shouldn't Be Either.
Some investors see a problem in Alphabet's pullback. Buffett and Abel see an opportunity.…
3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
Growth investors are prioritizing AI stocks for market-beating returns, and it's no wonder why that's the case.…
This Retirement Rule of Thumb Has Changed, but Most Retirees Haven't Adjusted Their Strategy Yet
Many retirees are making plans for their future based on an outdated rule.…
The Case For and Against Buying Chevron Right Now
Chevron is a high-yield energy giant, but industry fundamentals are being trumped by emotions today.…
Why Braiin Stock Plummeted This Week
Braiin stock crashed nearly 40% this week, leaving investors wondering what was at the heart of the huge sell-off.…
The Case for Staying Invested Even When the Market Feels Uncertain
Recent weakness is forcing investors to acknowledge that the market might be vulnerable. Here's a fact-based perspective.…
SoFi's Latest Innovation Could Transform Its Growth Trajectory
Management's product development efforts showcase the company's forward-thinking operating playbook.…
Jefferies Reports Earnings Before the Big Banks. Here's Why Wall Street Should Be Watching Closely.
Jefferies' results should be good news for other big investment banks.…
SpaceX Has $100 Billion in Cash... Is It Enough?
SpaceX just raised a huge sum of money, but it won't last long if history is any guide.…
Palantir's Bold Biosecurity Opportunity Could Be Bigger Than Investors Think
A new biosecurity theme is emerging, and Palantir is leveraging it as an opportunity. Here's why that divide could matter for investors.…
Why Thematic ETFs Make Me Nervous
Thematic ETFs highlight some of the hottest stocks on the market. However, they may not be for everyone.…
The Bond ETF Most Investors Overlook -- and Why It Belongs in Your Portfolio Right Now
These bonds offer the best features of other, more familiar bonds.…
Why Everyone's Talking About Poet Technologies Stock Right Now
AI investing isn't just about the companies building the brains -- it's also about the businesses building the infrastructure that enables those brains to work …
It May Be Time to Stop Contributing to Your 401(k). Here's How to Know.
Funding your workplace plan may not make sense after a certain point.…
Forget the ‘Sell America’ trade: Why U.S. markets keep proving the naysayers wrong
Foreign investors are still pouring money into U.S. assets, and the dollar remains the undisputed global reserve currency.…
Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It Did.
Salesforce's new acquisition has figured out how to win in the age of agentic AI.…
Morgan Stanley says salt is the new oil. Here's why and how to play it
Salt can become as sought-out as oil amid a boom in demand for sodium-ion batteries, according to the firm.…
You Can Buy 1 Share of Costco for Less Than $1,000 Right Now. Here's Why the Price Could Go Up by the End of 2030.
Costco trades at a premium to every discount retail peer. Here's why this warehouse giant could still keep climbing through 2030.…
Strategy Just Fell Below $100 for the First Time Since Early 2024. Is MSTR a Buy, Sell, or Hold Right Now?
Billionaire Michael Saylor's Bitcoin experiment is hitting a rough patch.…
This Artificial Intelligence (AI) Stock Has Dropped 13% in 1 Month. Here's Why It's a Buy
You might regret not getting this company's shares from the discount bin.…
Wall Street Thinks AI Capex Is Unsustainable -- Here's Why Big Tech Keeps Spending Anyway
Is AI fatigue setting in?…
Here's Why Buying Brookfield Renewable Today Could Be the Best Financial Decision You Ever Make
Brookfield Renewable offers powerful total return potential.…
1 Reason Why Passively Managed Index Funds Could Save You More Money Than Mutual Funds
Long-term investing is enhanced when you're able to control fees and taxes. Here's how index funds can help on that front.…
Prediction: Buying Rivian Stock Today Could Set You Up for Life
Rivian is copying Tesla's playbook for growth.…
Warren Buffett's Berkshire Hathaway Is Sitting on Nearly $400 Billion in Cash. Is a Stock Market Crash Coming?
The conglomerate's record cash pile says more about today's stock prices than about any market forecast.…
Intuitive Surgical Stock Is Up Over 400%. Here's Why It's Still a No-Brainer Buy.
Intuitive Surgical has been a huge winner over the long term, but there's a potential opening for new investors right now.…
Why This $1.8 Million Dime Insider Sale May Matter Less Than Its 67% EPS Growth
This New York regional bank, known for its commercial lending focus, reported significant insider selling in the latest SEC filing.…