Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.

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Tech stocks keep getting cheaper even as markets hit records

Phil Rosen

May 13, 2026

Semiconductor stocks trade with frothy dot-com prices and strong AI fundamentals

Phil Rosen

May 12, 2026

Micron still looks cheap after doubling in a month

Phil Rosen

May 11, 2026

Best Ideas Club

This classic retailer has compounding upside ahead as it pivots hard into tech

Phil Rosen

May 10, 2026

McDonald's and Whirlpool just flashed the same consumer warning

Phil Rosen

May 8, 2026

The record-breaking stock rally is built on 2 assumptions

Phil Rosen

May 7, 2026

Wall Street has turned historically optimistic on earnings

Phil Rosen

May 6, 2026

Palantir just showed investors how the Iran war premium shows up on a balance sheet

Phil Rosen

May 5, 2026

The data make a clear case against Wall Street's "Sell in May" cliche

Phil Rosen

May 4, 2026

Best Ideas Club

This tiny logistics stock could rally 61% as volatile energy markets boost margins

Phil Rosen

May 3, 2026

Apple is betting that hardware will win the AI era

Phil Rosen

May 1, 2026

Alphabet just became the Magnificent 7's new AI benchmark

Phil Rosen

Apr 30, 2026

Full Signal

Opening Bell Daily

Tech stocks keep getting cheaper even as markets hit records

Semiconductor stocks trade with frothy dot-com prices and strong AI fundamentals

Micron still looks cheap after doubling in a month

This classic retailer has compounding upside ahead as it pivots hard into tech

McDonald's and Whirlpool just flashed the same consumer warning

The record-breaking stock rally is built on 2 assumptions

Wall Street has turned historically optimistic on earnings

Palantir just showed investors how the Iran war premium shows up on a balance sheet

The data make a clear case against Wall Street's "Sell in May" cliche

This tiny logistics stock could rally 61% as volatile energy markets boost margins

Apple is betting that hardware will win the AI era

Alphabet just became the Magnificent 7's new AI benchmark

Opening Bell Daily

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