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
MercadoLibre's Pullback and Coupang's Regulatory Fine: What Long-Term Investors Should Do Now
Finance

MercadoLibre's Pullback and Coupang's Regulatory Fine: What Long-Term Investors Should Do Now

Why MercadoLibre's pullback and Coupang's fine may set up long‑term buying opportunities.…

Here's How to Snag a 20% Dividend Yield
Finance

Here's How to Snag a 20% Dividend Yield

It can take time, but you'll be paid to wait.…

Why Satellite-Servicing Leaders May Beat Launch Stocks Over the Long Term
Finance

Why Satellite-Servicing Leaders May Beat Launch Stocks Over the Long Term

Investors eye recurring gains from satellite servicing, debris removal, and a disciplined SpaceX IPO.…

Should You Buy SpaceX After Its IPO if You Already Own Alphabet Stock?
Finance

Should You Buy SpaceX After Its IPO if You Already Own Alphabet Stock?

How to size SpaceX and Alphabet positions amid IPO volatility and long-term uncertainty.…

Millions of Americans Are Retiring Earlier Than They'd Planned To -- Here's Why
Finance

Millions of Americans Are Retiring Earlier Than They'd Planned To -- Here's Why

You may face multiple problems if you're forced to retire early.…

Google Is Paying $920 Million Per Month to SpaceX. Here's Why Nvidia Is the Quiet Winner Nobody's Talking About.
Finance

Google Is Paying $920 Million Per Month to SpaceX. Here's Why Nvidia Is the Quiet Winner Nobody's Talking About.

The chipmaker is positioned to benefit from SpaceX's plans.…

Bargain Alert: This Tech Stock's Bold AI Strategy Could Unlock Explosive Upside
Finance

Bargain Alert: This Tech Stock's Bold AI Strategy Could Unlock Explosive Upside

The AI bill looks massive, but a custom chip strategy could reshape the long-term margin story in a way Wall Street may be underestimating.…

What a Nightmare! Social Security's Financial Outlook Is Deteriorating Faster Than Expected.
Finance

What a Nightmare! Social Security's Financial Outlook Is Deteriorating Faster Than Expected.

The forecasted timeline to sweeping benefit cuts for retired workers and survivors of deceased workers has never been closer than it is now.…

3 Under-the-Radar Ways to Play Goldman's $1 Trillion AI Spending 2027 Forecast
Finance

3 Under-the-Radar Ways to Play Goldman's $1 Trillion AI Spending 2027 Forecast

These three stocks are poised to be AI spending beneficiaries.…

This Artificial Intelligence (AI) Stock Appeared Destined for the $1 Trillion Club. Here's Why It Lost Momentum.
Finance

This Artificial Intelligence (AI) Stock Appeared Destined for the $1 Trillion Club. Here's Why It Lost Momentum.

Oracle operates some of the best data center infrastructure for artificial intelligence workloads.…

Why IonQ Stock Ended This Week in the Green Despite Early Sell-Offs
Finance

Why IonQ Stock Ended This Week in the Green Despite Early Sell-Offs

IonQ bounced back from being down double digits and ended the week in positive territory.…

A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it
Finance

A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it

Mark Zuckerberg's mega spending spree began a year ago, when he lured Alexandr Wang to oversee a new AI strategy. The results so far are underwhelming.…

Why Redwire Stock Plummeted This Week
Finance

Why Redwire Stock Plummeted This Week

Redwire stock got hit hard this week, but it's still up 99% in 2026.…

OpenAI Just Took the First Step Toward Its IPO. Here's How to Invest in the Stock Now.
Finance

OpenAI Just Took the First Step Toward Its IPO. Here's How to Invest in the Stock Now.

The leading AI lab's first public share sale could be a while away, but you can buy these investments right now.…

Why Marvell Technology Stock Surged This Week
Finance

Why Marvell Technology Stock Surged This Week

Marvell stock is now up 229% in 2026.…

The Stock Market Could Drop: 2 Urgent Warnings From Former Fed Chair Jerome Powell Explain Why.
Finance

The Stock Market Could Drop: 2 Urgent Warnings From Former Fed Chair Jerome Powell Explain Why.

The stock market's expensive valuation is particularly concerning alongside the prospect of higher interest rates.…

Broadcom Stock Analysis: My Final Verdict
Finance

Broadcom Stock Analysis: My Final Verdict

Business is booming, but the stock price is dipping.…

Social Security's 2027 COLA Could Be Much Bigger Than the Latest Forecast Implies
Finance

Social Security's 2027 COLA Could Be Much Bigger Than the Latest Forecast Implies

Social Security's 2027 COLA is projected to be 3.8%, but the actual pay raise could be much larger if inflation remains elevated.…

Apple Stock Analysis: Buy or Sell After WWDC?
Finance

Apple Stock Analysis: Buy or Sell After WWDC?

Apple is staying true to form, and investors appreciate the consistency.…

I Found the Real Reason Why Broadcom Stock Crashed After Earnings
Finance

I Found the Real Reason Why Broadcom Stock Crashed After Earnings

Investors were curious about why the price fell following what appeared to be solid results.…

Why Is Oracle Stock Falling, and is it a Buying Opportunity?
Finance

Why Is Oracle Stock Falling, and is it a Buying Opportunity?

The costs of building AI infrastructure are increasing.…

Why Is Adobe Stock Crashing, and is it a Buying Opportunity?
Finance

Why Is Adobe Stock Crashing, and is it a Buying Opportunity?

Investors focused on the CFO's resignation, sending the share price even lower.…

Paying for Your Kids' College Can Ruin Your Retirement. How to Help Them Without Hurting Yourself.
Finance

Paying for Your Kids' College Can Ruin Your Retirement. How to Help Them Without Hurting Yourself.

Prioritizing your retirement now could be a win-win for you and your kids.…

This Could Be the Easiest Way to Save for Retirement Despite Inflation
Finance

This Could Be the Easiest Way to Save for Retirement Despite Inflation

Even if money is tight, this strategy could be a game-changer.…

Why TD Securities anticipates even bigger days ahead for SpaceX
Finance

Why TD Securities anticipates even bigger days ahead for SpaceX

Peter Haynes, TD Securities' head of index and market structure, suggests SpaceX's public debut is only a small part of the larger SpaceX timeline.…

Why I'd Buy Ethereum Over Bitcoin Right Now
Finance

Why I'd Buy Ethereum Over Bitcoin Right Now

The world's second-largest cryptocurrency is still a compelling investment.…

Nu Holdings Stock Is Falling. Here's Why I'm Buying Shares.
Finance

Nu Holdings Stock Is Falling. Here's Why I'm Buying Shares.

The digital bank in Latin America still has significant potential.…

Why Uranium Energy Stock Plummeted This Week
Finance

Why Uranium Energy Stock Plummeted This Week

Uranium Energy stock saw a rebound later in the week, but it still closed the stretch down double digits.…

Why Meta Platforms Might Be a Good Buy Right Now
Finance

Why Meta Platforms Might Be a Good Buy Right Now

Regulatory and spending challenges shouldn't scare away investors.…

How to Invest in the AI Revolution Without Making Costly Mistakes
Finance

How to Invest in the AI Revolution Without Making Costly Mistakes

How to Actually Think About Investing in AI, from a Certified Financial Planner.…