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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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Here’s why Europe’s hot summers are becoming an expensive challenge
Record heatwaves are straining Western Europe’s infrastructure, businesses and budgets as wildfires and insurance costs rise.…
Why Lithia Stock Surged Today
The world's largest auto retailer raised its dividend by 23%.…
Why SoFi Stock Fell Today
Despite a relatively solid second-quarter report, many shareholders decided to sell.…
Analysis: Fed Chairman Warsh's credibility in question after leaving interest rates unchanged
The Fed held interest rates steady, but long-term Treasury yields jumped. Investors are questioning whether he will act forcefully enough on inflation.…
Why JPMorgan Chase Stock Tumbled Today
Bank investors like a Fed rate hike. But they didn't get one.…
Why Biogen Stock Topped the Market Today
The company published its second-quarter results on Wednesday morning.…
Why Garmin Stock Soared Today
Healthy living trends favor the connected device maker.…
Why the USO oil ETF is a better buy than crude futures as the Iran war rages
The United States Oil Fund has climbed by 58% since the start of the Iran war, more than double the gain of WTI crude futures.…
Why Coca-Cola Stock Was so Fizzy Today
It was still basking in the afterglow of an impressive quarterly earnings report.…
3 Cruise Rules I’d Break in Alaska (and Why You Should, Too)
The usual rules around packing don't apply, nor does my advice about how to decide what type of stateroom to book. Alaska's scenery changes the math.…
Stock Market Today, July 29: Ford Beats Earnings, Raises 2026 Guidance on Production Strength
On July 29, 2026, the automaker's adjusted profit of $0.42 per share and higher full-year outlook kept investors focused on margin execution.…
Why Peabody Energy Stock Wilted on Wednesday
The coal company published its second-quarter results.…
Chipotle lifts its sales forecast even as a lettuce-linked outbreak slows foot traffic
Mexican fast-casual chain acknowledged ‘softening’ traffic in the second half of July, but it’s taking a rosier view of its full-year prospects.…
Cracker Barrel Is Up 104%. Here's Why the CEO Is Stepping Down Anyway.
Despite the stock doubling this year, the CEO is being replaced after making a serious branding mistake.…
How I Cut My Auto Insurance Premiums by 21% in Two Minutes
Raising your insurance deductibles can be a quick way to save on premiums, my data analysis found — but it’s not free money.…
Why Avis Budget Stock Crashed Today
Avis Budget lost money in 2025. 2026 will probably be better than that -- but still not good enough for Wall Street.…
Chipotle hikes same-store sales forecast as diners return for burrito bowls
Chipotle Mexican Grill stock has fallen more than 7% this year, dragging its market value down to roughly $44 billion.…
Starbucks stock jumps as coffee giant raises full-year outlook
Starbucks posted its fourth straight quarter of same-store sales growth, as it continues a turnaround under CEO Brian Niccol.…
Why VF Corp Stock Tumbled Today
Shares of the Vans and North Face parent slipped on a wide loss in its Q1 report.…
Why Cheesecake Factory Stock Popped Today
The popular restaurant chain is becoming more profitable as its quarterly sales top $1 billion.…
Coca-Cola Dominated the Summer's Biggest Sporting Event. Here's Why the Dividend Stock Is a Buy in August.
The beverage giant is expanding its digital and social media reach.…
Why Sandisk Stock Is Sinking Today
Sandisk stock is still up massively over the last year, but it's now down 55% from its high.…
Uber Agrees to Invest up to $1.2 Billion in Rivian and Purchase up to 50,000 R2s. Here's Why Rivian May Be a Sneaky Robotaxi Winner.
The deal with Uber is an early test for Rivian that can unlock a wave of new revenue opportunities through robotaxis.…
Why Micron Stock Dropped Again Today
A new Korean regulation could have unintended consequences for Micron investors.…
Why Fiverr Stock Is Falling Hard Today
Disappointing second-quarter results and Fiverr's lowered 2026 guidance fueled the sell-off.…
Why O-I Glass Stock Was Falling Today
Problems in Europe weighed on profits.…
Why Blackbaud Stock Is Skyrocketing Today
Blackbaud's Q2 report arrived with some big things for investors to be excited about.…
IREN's 5-Gigawatt Roadmap Could Be a Massive Growth Catalyst
IREN is racing to turn scarce power and contracted AI demand into a much larger business. Discover the opportunity, financing strategy, and execution risks inve…
Larry Ellison Owns 40.6% of Oracle and Has Backstopped $40.4 Billion of a Media Deal. Here's Why That's an Oracle Shareholder's Problem.
The promise hasn't changed since December. The stock behind the man who made it has been cut by more than half.…
Intel's Data Center Revenue Soared 59% in the Second Quarter. So, Why Did Wall Street Sell the Stock?
There was a lot to like in Intel's Q2 earnings. However, investors are taking issue with Intel's ambitious spending plans.…