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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
The options market is sending a contrarian signal about oil prices
Also: How to use options around earnings to trade Nike’s stock, which has been down in the dumps for years.…
Why a Bad Inflation Report Didn't Stop the Market's Rally
A hot inflation report usually spells trouble for stocks, but the market's reaction told a very different story.…
StoneCo's 2026 Outlook: Integrated Financial Ecosystem Drives Expansion in MSMB Payments
This under-the-radar fintech stock boasts a Superscore of 70 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's …
Microsoft packages business AI in single app as it tries to compete with Anthropic
With Microsoft still searching for a winning AI strategy, the company its updating its Copilot app to combine more capabilities.…
How to keep profiting from AI while shielding your portfolio against the risk of a slowdown
Jamie Wilhelm and Sunit Gogia of Fort Washington Investment Advisors expect the AI wave to continue, but describe leading indicators of an eventual downturn.…
I’m 77, pay rent and live off Social Security, but I help homeless people. Why are so many people going hungry?
“I am a retired senior citizen living check-to-check.”…
Why Vicor Stock Was Crushing it This Week
The niche components maker dramatically raised its third-quarter guidance.…
‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now.
Rising bond yields and expected Fed rate hikes have wrecked the bank’s forecast for the buck…
Why the alternative to the ‘clear and present’ danger from bond yields is this AI-fueled market that’s quietly outperformed
U.S. stocks are facing hurdles and investors may need to consider looking elsewhere. Goldman Sachs’ global head of hedge fund coverage says Japan may be the ans…
Why Okta Stock Was Rocking it This Week
The company is playing a big role in a new industry alliance aimed at securing AI agents.…
Why Turning Point Brands Stock Was Sliding This Week
It was an eventful set of days for the company, but not in ways investors appreciated.…
Why Beta Technologies Stock Was Climbing This Week
The company's aircraft will be used to deliver medical equipment.…
Here's Why Grail Stock Surged 55% This Week
The company received a favorable vote from the FDA this week, which could open up significant adoption of its multi-cancer early detection test, Galleri.…
India's viral Cockroach Party calls election panel head 'biggest threat' to democracy. Here's why it matters
Months after its Gen Z protest rattled the Modi government, India's viral youth movement, the Cockroach Party, is demanding the top election official steps down…
An absence of significant economic slowdown doesn't mean no signs of stagflation risks. Here's why
Keep watch for signs of stagflation, even if there isn't a significant slowdown in the economy, according to J.P. Morgan.…
Costco Just Showed Why It's a Better Buy Than Walmart
Costco delivered another strong earnings report, even as rivals like Walmart are seeing slowing revenue growth.…
Why Fervo Energy Stock Is Up Today
The geothermal pioneer achieved a major operational milestone.…
Why Is FICO Stock Crashing, and is it a Generational Buying Opportunity?
Investors are worried that FICO is losing its moat.…
Why I Doubled Down on Amazon Stock
The accelerating in AWS growth is one reason I made the move.…
Atlanta is getting pandas: China's Xi revives a longtime diplomatic strategy at summit with U.S.
Chinese President Xi Jinping promised two giant pandas to Zoo Atlanta, reviving Beijing's decades-old charm offensive.…
2 Soaring Stocks to Hold for the Next 7 Years
Coca-Cola and Costco may look like obvious picks, but a closer look reveals why both could still have plenty of room to grow over the next seven years.…
Here's why South Korea wants more control over future regional wars
The U.S. would command South Korean units should conflict resume on the Korean peninsula. Now the government wants to end a long-standing diplomatic quirk…
Why Iovance Biotherapeutics Stock Was on Fire Today
An influential investment bank resumed its coverage of the company.…
Why H.B. Fuller Stock Dipped on Thursday
The company published its latest quarterly earnings report after the previous day's market close.…
Why Welltower Stock Topped the Market on Thursday
An analyst upgraded his recommendation on the specialty REIT.…
Netflix's Revenue Growth Has Slowed for 2 Straight Quarters. Should You Buy the Stock Anyway?
Growth has fallen from a 17.6% peak to 13.4% in two quarters, and management's own forecast says the slide isn't finished.…
Will Berkshire Hathaway Ever Pay a Dividend? Why Buybacks Look Far More Likely for the Next 5 Years
Will Berkshire stick with buybacks instead of paying a dividend to shareholders?…
IBM Looks Like an Underappreciated AI and Quantum Winner Hiding in a Boring Stock
Why IBM's overlooked AI and quantum bets may reward patient, conservative investors.…
Why Shares of Knife River Were Moving Higher Today
Starboard Value took a position in Knife River.…
3 Reasons Why Micron and Sandisk Investors Can Ignore What History Says Will Happen
The memory chip market is historically cyclical, but there's hope for a smoother future.…