Deep Analysis
Long-form research and cross-asset strategy.
Premium tier-1 desk read on Deep Analysis.
Free preview, full briefing via Sales.
🔓 Expert View — Research Pack
20-page quarterly cross-asset strategy report, sector deep-dives, thematic baskets. Contact sales to unlock.
Contact Sales to UnlockLatest 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
Why Eos Energy Stock Is Soaring Today
This clean energy stock just took a big step toward meeting its growing demand.…
SpaceX Softens the Nasdaq's Fall While the Dow Keeps Climbing
The Dow and Nasdaq went opposite directions Tuesday. SpaceX and falling oil prices explain why.…
'%2F%3E%3Cg%20opacity%3D'0.16'%20stroke%3D'%23fff'%20stroke-width%3D'6'%20stroke-linecap%3D'round'%3E%3Cline%20x1%3D'292'%20y1%3D'42'%20x2%3D'370'%20y2%3D'42'%2F%3E%3Cline%20x1%3D'292'%20y1%3D'66'%20x2%3D'352'%20y2%3D'66'%2F%3E%3Cline%20x1%3D'292'%20y1%3D'90'%20x2%3D'372'%20y2%3D'90'%2F%3E%3C%2Fg%3E%3Cg%20fill%3D'%23fff'%20font-family%3D'-apple-system%2CBlinkMacSystemFont%2CSegoe%20UI%2CRoboto%2Csans-serif'%3E%3Ctext%20x%3D'30'%20y%3D'250'%20font-size%3D'30'%20font-weight%3D'700'%3EFINANCE%3C%2Ftext%3E%3Ctext%20x%3D'31'%20y%3D'280'%20font-size%3D'15'%20opacity%3D'0.82'%20font-weight%3D'500'%3Efool.com%3C%2Ftext%3E%3C%2Fg%3E%3C%2Fsvg%3E)
Why Shares in Simulation Plus Soared Today
Shareholders woke up to the idea that their company will have a new owner by the end of the year.…
Iran deal won't solve oil supply issues overnight. Barclays keeps $100 forecast
Barclays warns that immediate normalization of physical oil supply chains across the Strait of Hormuz could take weeks.…
The Crowd Is Dumping Plug Power. Here's Why I'd Be Buying It Down 40%.
The top "pure play" in hydrogen power still has a bright future.…
CoreWeave Stock Is Up Around 50% This Year, and Here's Why It Can Still Soar Higher
The tech stock will soon be added to a major index.…
Why Did CoreWeave Stock Just Pop?
Buy CoreWeave stock despite its losses, says Wall Street. No thanks.…
Why Does Redwire Stock Keep Going Down?
Investors are selling Redwire stock and buying SpaceX. At least one of those decisions is a mistake.…
New Wharton forecast puts Social Security trust fund depletion later than official projections
Social Security's retirement trust fund may dry up in February 2033, according to a new report from the Penn Wharton Budget Model shared exclusively with CNBC.…
Why Does Intuitive Machines Stock Keep Going Down?
Investors are selling Intuitive Machines stock and buying SpaceX. How long will that last?…
Want Guaranteed Income in Retirement? Here's How to Get It.
There are lots of ways to generate retirement income, and some are guaranteed, or at least quite reliable.…
Why Does Planet Labs Stock Keep Going Down?
Investors are selling Planet stock and buying SpaceX. That's a mistake.…
Banking ETFs: How Do KBWB and FTXO Compare to Each Other?
Portfolio concentration and index strategy set these two banking ETFs apart for investors seeking sector exposure.…
The Stock Market Just Passed a Threshold It's Only Crossed Once in 150 Years. Don't Ignore History.
The S&P 500 has surged 79% since 2022, and one closely watched valuation gauge just did something it has done only once in 150 years. Here's what the Shiller P/…
Here's How to Build a Passive Income Portfolio With ETFs
If you're a fan of ETFs, you may want to consider an ETF-only portfolio.…
Why SSR Mining Stock Popped Today
SSR Mining is flush with cash, and spending it on dividends and stock buybacks.…
Want to splurge on travel in retirement? Here’s how to plan for it.
A lot of people wait until retirement to take big trips. Plan ahead, and don’t wait too long.…
SoundHound AI Reveals Its Strategy for Finding a Potential Acquisition Target, and It's Risky
Acquisitions have been a key part of SoundHound's growth strategy in recent years.…
I’m 20, and I’ll be watching Kevin Warsh and the Fed this week. Here’s why you should, too.
What the Fed’s interest-rate decision really means for your borrowing, savings and financial future…
Why GM's Newest Strategy Could Top Rival Ford
Detroit automakers GM and Ford are both exploring battery energy storage systems, except they're going about it in slightly different ways.…
Three investment strategies as traders watch U.S.-Iran developments. One pro breaks down why he's not betting against oil
Market pros discussed HALO stocks, Shell and Asia equity positioning as traders watched U.S.-Iran developments.…
Why SpaceX Stock Skyrocketed Today
The largest IPO in history was even bigger than you think.…
Why Is Everyone Talking About Marvell Stock?
The semiconductor design company is exciting investors about its prospects.…
Why Summer Is the Best Time to Review Your Estate Plan
Estate planning is never easy, but this summer could present a unique opportunity to take the leap.…
Why Palantir Stock Soared Today
Palantir stock jumped in a bullish day for the broader market, but it's still down 35% from its peak.…
Why Micron Stock Rocketed to a Record High Today
More gains lie ahead for the semiconductor star's shareowners, according to a respected Wall Street analyst.…
I'm a CFP® Professional. Here's the Investment Strategy I Use to Navigate Market Volatility.
It's surprisingly simple, but very effective.…
Why Western Digital’s stock was the S&P 500’s biggest gainer on Monday
Storage stocks are hot as investor appreciation builds for the companies’ pricing potential.…
This no-fee Amex checking account is offering a $300 bonus for a limited time — how to qualify
Open a new Amex Rewards Checking account by July 30 and receive at least $7,500 in direct deposits within 90 days to earn a $300 bonus.…
Why Bitcoin Was Bumping Higher on Monday
The apparent U.S.-Iran framework document to end the war lit a fire under relatively high-risk investments.…