Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
🔍

Deep Analysis

Long-form research and cross-asset strategy.

🔓 Expert View

Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.

Contact Sales →

🔓 Expert View — Research Pack

20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.

Contact Sales to Unlock

Latest Research

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
SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?
Finance

SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?

The two companies are both involved in the high-growth business of AI.…

Saved $750,000 for Retirement? Here's the Strategy to Prevent it From Running Out
Finance

Saved $750,000 for Retirement? Here's the Strategy to Prevent it From Running Out

You've done the hard work. Now don't let it go to waste.…

Which Is the Better International ETF, iShares' Emerging Markets-Focused IEMG or State Street's Climate Change-Related NZAC?
Finance

Which Is the Better International ETF, iShares' Emerging Markets-Focused IEMG or State Street's Climate Change-Related NZAC?

Explore how these two funds differ in sector focus, risk profile, and global diversification to help refine your ETF strategy.…

Why Wall Street Is Nervous About Alphabet's Bold Growth Plan
Finance

Why Wall Street Is Nervous About Alphabet's Bold Growth Plan

Alphabet's AI spending is rattling investors, but the real question is whether this massive capital raise could fuel the company's next breakout phase.…

Republicans buy crypto more than Democrats, data shows — what's driving the divide
Finance

Republicans buy crypto more than Democrats, data shows — what's driving the divide

"There's a massive, massive partisan gap," of crypto adoption between Democrats and Republicans. Here's why.…

The No. 1 trick I always teach to build unshakeable confidence—it worked for Beyoncé and Adele
Finance

The No. 1 trick I always teach to build unshakeable confidence—it worked for Beyoncé and Adele

"No matter how talented or prepared you are, self-doubt can get in your way," says therapist Amy Morin. Here's how to channel your alter ego so you can do your …

Celsius Stock Analysis: My Final Verdict (Buy or Sell)
Finance

Celsius Stock Analysis: My Final Verdict (Buy or Sell)

Increasing competition and legal risks are top of mind for Celsius stock investors.…

Global X's MLPX or Alerian's AMLP: Which Energy Infrastructure ETF Is the Better Long-Term Buy?
Finance

Global X's MLPX or Alerian's AMLP: Which Energy Infrastructure ETF Is the Better Long-Term Buy?

Compare portfolio concentration, cost efficiency, and long-term growth as you weigh these two leading midstream energy ETFs for your investment strategy.…

Anthropic Filed a Confidential S-1 at a $965 Billion Valuation. Here's How to Buy in Right Now.
Finance

Anthropic Filed a Confidential S-1 at a $965 Billion Valuation. Here's How to Buy in Right Now.

For investors looking for a mix of publicly traded AI leaders and pre-IPO companies, this ETF fits the bill.…

This bull market isn’t going to end because of Fed rate hikes under Warsh
Finance

This bull market isn’t going to end because of Fed rate hikes under Warsh

Warsh may hope the threat of rate hikes is enough. But stocks might gain ground if he does, and past rate-hike cycles can be a guide.…

Is It Possible to Retire With an ETF-Only Portfolio?
Finance

Is It Possible to Retire With an ETF-Only Portfolio?

Retiring with an ETF-only portfolio is not only possible, but it may also be what you're looking for. Here's why.…

The Social Security Strategy Most Retirees Have Never Heard Of -- and Why It Could Be Worth Over $100,000
Finance

The Social Security Strategy Most Retirees Have Never Heard Of -- and Why It Could Be Worth Over $100,000

Here's a new way to think about your Social Security claiming age.…

SpaceX IPO: Here's Why Another $20 Billion Capital Raise Is on the Way
Finance

SpaceX IPO: Here's Why Another $20 Billion Capital Raise Is on the Way

SpaceX just completed its record-breaking IPO.…

Why Bitcoin's Best Days May Still Be Ahead of It
Finance

Why Bitcoin's Best Days May Still Be Ahead of It

Bitcoin's early investors can hardly believe what it has become today, and the same might be true for those who buy it now.…

SpaceX Is Now Worth $2.4 Trillion, Making It Twice as Valuable as Bitcoin. But Here's Why I'm Still Buying Bitcoin.
Finance

SpaceX Is Now Worth $2.4 Trillion, Making It Twice as Valuable as Bitcoin. But Here's Why I'm Still Buying Bitcoin.

SpaceX just went public at a sky-high valuation. Here's why I'm buying Bitcoin this month instead.…

Why Is Everyone Talking About Adobe Stock?
Finance

Why Is Everyone Talking About Adobe Stock?

Investors want to know how Adobe will beat back the threat from AI.…

The Crowd Is Selling Coca-Cola. Here's Why I'd Be Buying the Dip.
Finance

The Crowd Is Selling Coca-Cola. Here's Why I'd Be Buying the Dip.

Coca-Cola stock has dropped about 5% over the past week.…

3 Reasons Why Netflix Is Down 31% Since Completing Its 10-For-1 Stock Split
Finance

3 Reasons Why Netflix Is Down 31% Since Completing Its 10-For-1 Stock Split

The stock split has not stemmed the downtrend in Netflix stock.…

Why This $26.5 Trillion Projection Is Critical to Understand Before Buying SpaceX Stock
Finance

Why This $26.5 Trillion Projection Is Critical to Understand Before Buying SpaceX Stock

SpaceX is a lot more than a space company.…

What's Going on With Adobe Stock?
Finance

What's Going on With Adobe Stock?

Investors want to know whether the strategy shift toward including more freemium content will work well.…

Why Did Ambarella's CFO Sell Over 5,000 Company Shares?
Finance

Why Did Ambarella's CFO Sell Over 5,000 Company Shares?

Ambarella, a leader in AI-powered video processing chips, reported a notable insider sale amid a year of strong share performance.…

Yum! Brands Sells Pizza Hut For $2.7 Billion. Here's Why Investors Should Be Concerned
Finance

Yum! Brands Sells Pizza Hut For $2.7 Billion. Here's Why Investors Should Be Concerned

Yum! Brands is exiting its smallest and poorest performing business, but that's not necessarily a long-term win.…

1 Interesting Reason Why SpaceX Bought Cursor, and How It'll Impact Investors
Finance

1 Interesting Reason Why SpaceX Bought Cursor, and How It'll Impact Investors

The AI coding company adds valuable revenue to an overinflated SpaceX valuation.…

Taking Your First RMD in 2026? Here's Why You Should Start It Now
Finance

Taking Your First RMD in 2026? Here's Why You Should Start It Now

You could wait, but that decision may come back to bite you.…

Social Security Is Getting a 2027 COLA, but Your Checks Might Stay the Same. Here's Why.
Finance

Social Security Is Getting a 2027 COLA, but Your Checks Might Stay the Same. Here's Why.

It's not common, but if it applies to you, you'll definitely want to know in advance.…

This Century-Old Financial Giant's Reverse Stock Split Leaves Investors Puzzled
Finance

This Century-Old Financial Giant's Reverse Stock Split Leaves Investors Puzzled

Why would a company pay a big dividend and then do a tiny reverse split?…

The Fed's Latest Inflation Outlook Offers Wall Street Its First Relief in Months
Finance

The Fed's Latest Inflation Outlook Offers Wall Street Its First Relief in Months

The FOMC says things aren't as miserable as they look, seem, or feel on the surface.…

A Surprising Retirement Withdrawal Strategy Could Leave You With More Money Later
Finance

A Surprising Retirement Withdrawal Strategy Could Leave You With More Money Later

It's an approach worth taking.…

Here's Why Old Dominion Freight Line Stock Slumped This Week
Finance

Here's Why Old Dominion Freight Line Stock Slumped This Week

The freight market is recovering, but much of it is already priced into the valuations of stocks in the sector.…

Fidelity's FIGB or Vanguard's VGIT: Which Bond ETF Is the Better Buy Right Now?
Finance

Fidelity's FIGB or Vanguard's VGIT: Which Bond ETF Is the Better Buy Right Now?

Compare portfolio breadth, risk profiles, and long-term returns to see which fund may better fit your fixed-income strategy.…