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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
30 stories
Here's why we decided to put money to work in Tuesday's market pullback
The action on Wall Street looks far more constructive than it appeared at the crack of dawn.…
Why Micron Stock Suddenly Crashed
Single-stock leveraged ETFs were ticking time bombs. They just blew up in Korea.…
Why Sandisk Stock Suddenly Crashed Today
Single-stock leveraged ETFs were ticking time bombs. And they just blew up in Korea.…
Why SpaceX Stock Is Down and Up Today
It's hard to keep a good space stock down.…
Costco could be a winner from the big market rotation. How to trade it
Nishant Pant breaks down how he's trading COST.…
Why a 30-year mortgage loan could be your biggest money mistake
You might be able to save hundreds of thousands of dollars with a 15-year mortgage loan.…
Right After Becoming a Trillionaire, Elon Musk "Sold" 17.5 Million Tesla Shares. Here's Why This Isn't a Big Deal.
While one aspect of his latest stock moves might make investors think Musk was cashing out some of his Tesla stake, there were nuances in play.…
This strategy got me a $155 refund on a canceled flight — even when the airline pushed back
Plus: Know your rights as a passenger — and what you’re entitled to if an airline cancels your flight for any reason.…
Bargain Hunters: These 3 Growth Stocks Haven't Been This Cheap in Years. Here's Why They Could Be Good Contrarian Buys
These stocks aren't as bad as they look to be at first glance, and they have the potential to generate terrific returns in the long run.…
Should You Forget Stock Picking and Just Buy This ETF Instead?
Investors often do significant damage to their long-term returns by trying to pick winners, overtrading, and timing the market. Why not just buy the S&P 500 ins…
Down 30% From Its All-Time High: Why You'll Regret Not Loading Up on Microsoft Stock Right Now
Microsoft is doing well as a company, but the stock isn't following suit.…
Why Are Small-Cap Stocks Booming? See What the Research Says.
Could small-cap stocks still have big room to grow? Two recent research papers say yes.…
Why China's Ban Gave a Boost to MP Materials and USA Rare Earth
China's export ban to the two companies shows they are seen as a threat to that country's rare-earth dominance.…
Why AbbVie Stock Jumped Today
An intriguing acquisition could bring exciting new drugs into the medicine maker's development pipeline.…
Why This Mid-Cap Biotech Could Be the Dark-Horse Threat to Eli Lilly and Novo Nordisk
Viking Therapeutics aspires to take market share from both Eli Lilly and Novo Nordisk, and it might succeed.…
The Crowd Is Dumping SpaceX Stock. Here's Why I'd Be Buying It on the Dip.
SpaceX stock is down 31.5% from its all-time high set just a week ago.…
Why Netflix Stock Fell Today
The streaming giant's competitors are gaining strength.…
Goldman Sachs picks best hedges for a rate-shock scenario
The bank said last week's hawkish Federal Open Market Committee meeting has increased uncertainty over the outlook for short-term interest rates.…
Beijing is summoning executives again, but here's why that's causing less worry than in 2021
Beijing is summoning tech executives for meetings as it did in 2021, but now it has less room to wield a heavy hand due to deflation and rivalry with the U.S.…
Why CVS Stock Trounced the Market Today
It's expanding its scope of services for GLP-1 obesity medications.…
Amazon Prime vs. Target Circle 360: Comparing membership benefits, cost and more
Depending on how often you shop with Amazon and Target, either (or both) of these memberships could be a no-brainer investment. Here’s how to decide.…
SpaceX Is Now the Most Popular Trade on Hyperliquid. That's Exactly Why I'm Buying HYPE.
This coin gains when investors use its platform to speculate on the prices of hot stocks.…
Why Gold Fields Stock Got Mashed on Monday
A media report stated that it might lose control of its largest mine.…
The bond market just did something unusual. Why its sudden volatility ‘is here to stay.’
New Fed Chair Kevin Warsh appears to be supportive of bond markets leading the way — so he doesn’t have to hike interest rates…
I Didn't Buy the SpaceX IPO. Here's Why, and What I Bought Instead.
SpaceX had a hugely successful IPO, but investors shouldn't ignore this potentially explosive growth play.…
Amazon Prime Day arrives earlier this year. Here's why Wall Street is watching closely
This year could see a major drive to everyday essentials, a growing category for the e-commerce giant's annual shopping event.…
Got $2,000? Here's Why This Trillion-Dollar Memory Giant Is a Screaming Buy Before June 24.
Micron's stock still looks cheap on a forward earnings basis.…
After Missing Out on Roku, Netflix Claims It Won't Buy Lionsgate. Here's Why the Market Hates That Answer.
Netflix has changed, which the market seems to have forgotten.…
Fidelity or State Street: Which Financial ETF Offers Better Returns?
Portfolio depth, liquidity, and yield diverge sharply between these two sector giants—see how their differences could shape your investment strategy.…
Why Redwire Stock Keeps Dropping
SpaceX is sucking all the air -- and cash -- out of the space market.…