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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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Why a $1.97 Million Insider Sale May Not Change the Pampa Energía Story
This leading Argentine energy firm reported notable insider selling as it continues to deliver stable returns across diversified operations.…
Why Figs Stock Was Bouncing Higher Today
An analyst maintained her bullish stance on the company following discussions with two executives.…
This industrial play has been a quiet winner in 2026. Why the stock has more room to go
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.…
3 of the Costliest RMD Mistakes Retirees Make -- and How to Avoid Them
These could deal your retirement finances a blow.…
Gas prices aren’t falling fast enough for Trump. Here’s when drivers can expect more relief.
President Trump is demanding the DOJ look into why gas prices aren’t falling faster at the pump. Here are four practical factors at play.…
Buy Verizon over Alphabet if a history of Dow changes is any guide
Verizon's removal from the Dow may not be bad news for investors. Historical data shows deleted stocks often outperform the companies replacing them…
Americans are as worried as ever about layoffs and losing their jobs. Why so much angst?
AI-fueled “anxiety about layoffs and job security are still skyrocketing,” Glassdoor research finds.…
Worried About Choosing the Wrong Stocks for Your Portfolio? Here's an Easier Solution.
Why take on the stress when there's a simpler alternative?…
Private Credit Is Making Investors Nervous. Here's Why Main Street Capital Still Commands a Premium.
Main Street Capital has a couple of additional value drivers.…
Lennar Hasn't Sold Homes This Cheap Since 2017. Here's What That Means for the Housing Market.
Lennar's decade-low home prices reveal how builders are adapting to America's affordability crisis, and why investors should pay attention.…
Everyone on Wall Street now believes in buying the dip. That is exactly why you should worry.
A strategy that feels like free money actually lags the stock market over the long term.…
Traders are getting worried the chip stock bull market is cracking. How to protect yourself
Options traders were buying a lot of protection on the iShares Semiconductor ETF (SOXX) on Tuesday.…
Why energy could be a great place to invest even with oil prices retreating — 5 stocks to buy
It seems that buzz is building on investing in energy stocks in the wake of the Iran conflict.…
Why FuelCell Energy Stock Rocketed Higher Today
This fuel cell company just took a step toward replenishing its shrinking backlog.…
Why Oklo Stock Keeps Going Down
Nuclear momentum seems to be shifting to prefer big nuclear reactors instead of small ones.…
Cerebras CEO says margin forecast was 'misunderstood' as stock plummets after earnings
AI chipmaker Cerebras has a staggered lock-up expiration that includes some shares becoming available for trading this week.…
Toyota is gaining on General Motors in U.S. sales, according to new forecast
Toyota has notably leaned into hybrid vehicles while GM and others bet on all-electric vehicles, which saw lower-than-expected adoption from consumers.…
PayPal No Longer Deserves A Premium Valuation. Here's Why.
PayPal isn't climbing out of the 80%-plus decline it has endured over the past five years.…
Why Cerebras Systems Stock Crashed Today
Cerebras stock is down 45% from its IPO. There's a reason for that.…
How much should a honeymoon cost? Here's the average price tag — and how to pay for yours
With the average cost of a honeymoon topping $6,000, these tools can help you pay for the trip.…
Nvidia is now cheaper than semis as a whole. How to trade it at these levels
Tony Zhang breaks down how he's trading the AI chipmaking giant.…
J.P. Morgan lifts its S&P 500 target to 7,800 but warns that a ‘flash crash’ remains a risk
J.P. Morgan strategists lifted their year-end S&P 500 forecast, saying they had been much too cautious around “unpredented” expectations for earnings growth.…
Should you use buy now, pay later to avoid credit card debt this Prime Day?
CNBC Select covers some of the times BNPL makes sense and why it shouldn't replace your credit card.…
The Crowd Is Dumping Joby Aviation. Here's Why I'd Be Buying It Down 30%.
Joby Aviation is making regulatory headway. Should you buy the dip on this eVTOL developer?…
Why Broadcom's Massive AI Bet Could Unlock Powerful Long-Term Growth
Broadcom's AI platform could unlock a powerful growth story, but its premium valuation makes the next move critical for investors.…
Why a Bigger COLA Isn't Always Good News for Retirees
It's appreciated, but it doesn't help with the current inflation retirees face.…
Kevin Warsh Makes Small but Important Changes at the Fed. Here's Why They Could Result in Significant Volatility Around Future FOMC Meetings
The new Fed chair didn't change the Fed funds rate this month, but there were notable policy changes.…
SCHD Has Raised Its Dividend Every Year for 14 Straight Years. Here's Why That Matters to You.
A lengthy dividend growth streak also usually means high quality, income stability, and the potential for above-average total returns over time.…
Berkshire Hathaway Just Invested $10 Billion in Google at a Private Placement Price. Here's Why Retail Investors Should Pay Attention
Berkshire's investments show who it thinks will be a winner in AI.…
Why Picking Individual Stocks May Be a Better Move Right Now Than Buying Index Funds and ETFs
Many funds are about to get more expensive and riskier with the addition of SpaceX.…