With These Hotel Stocks, The Key Is Knowing When To Check In

Europe’s Brutal Summer Has An Investing Silver Lining

CBDCs Explained: How Digital Currencies Could Shake Up Banks And Crypto

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It’s Time To Close This Hedge

The Best Earnings Season In Years, But With A Catch

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Nvidia Eyes A $3 Billion Stake In SB Energy

Nvidia Shrinks Its Backstop For OpenAI’s Ohio Data Center

Wall Street Is Pricing Anthropic Like It’s Already 2028

Cattle Futures Slid As Shoppers Started Feeling The Pinch

Daniel Loeb’s Third Point Took A Big Stake In Warner Bros. Discovery

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News

China’s Tech Stocks Are Pricier Than America’s Right Now

China’s Tech Stocks Are Pricier Than America’s Right Now

The country’s push for tech and AI self-reliance has lifted stocks sky-high – while also making its firms globally unavoidable.

Theodora Lee Joseph, CFA

ai

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autos

News

The US Government’s Borrowing Costs Just Hit A 25-Year High

The US Government’s Borrowing Costs Just Hit A 25-Year High

Investors are demanding a higher return on US government debt as everyone from Big Tech to Uncle Sam ramps up borrowing.

Charlie Pullan, CFA

ai

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defense

Insight

Europe’s Brutal Summer Has An Investing Silver Lining

Europe’s Brutal Summer Has An Investing Silver Lining

High temperatures and low rivers are hurting businesses now. But the scramble to adapt is creating some compelling long-term opportunities.

Theodora Lee Joseph, CFA

basf

•

chemicals

TRENDING

Charlie Pullan, CFA

With These Hotel Stocks, The Key Is Knowing When To Check In

Theodora Lee Joseph, CFA

Europe’s Brutal Summer Has An Investing Silver Lining

Reda Farran, CFA

CBDCs Explained: How Digital Currencies Could Shake Up Banks And Crypto

Reda Farran, CFA

It’s Time To Close This Hedge

Theodora Lee Joseph, CFA

The Best Earnings Season In Years, But With A Catch

Today's issue is curated by Linda Rodriguez McRobbie and Carl Hazeley.

MASTER THE MARKETS

Research reports from our analyst desk.

With These Hotel Stocks, The Key Is Knowing When To Check In

How Our Research Picks Have Held Up: August 2026

The Smartest AI Model Might Not Be The Smartest Investment, Actually

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Then There Were Seven: The Hormuz Recovery Stocks, Revised

To Catch The S&P 500’s Next Gains, Throw Your Weight Around

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Invisible Ingredients, Visible Upside: Croda Is Good Chemistry Going Cheap(ish)

The Figures Are In: Should You Invest In SpaceX’s IPO – Or Leave It On The Launchpad?

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