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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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Berkshire Hathaway is buying stocks again for the first time in 4 years

Berkshire Hathaway is buying stocks again for the first time in 4 years

Phil Rosen

Aug 10, 2026

This overlooked AI infrastructure play is set to compound as the market underestimates the memory boom

This overlooked AI infrastructure play is set to compound as the market underestimates the memory boom

Phil Rosen
LockSimple

Aug 9, 2026

Wall Street has changed its mind about Big Tech's AI spending

Wall Street has changed its mind about Big Tech's AI spending

Phil Rosen

Aug 7, 2026

Boring stocks keep going up. Just look at the Dow.

Boring stocks keep going up. Just look at the Dow.

Phil Rosen

Aug 6, 2026

Small-cap stocks are winning the AI trade and Wall Street isn't paying attention

Small-cap stocks are winning the AI trade and Wall Street isn't paying attention

Phil Rosen

Aug 5, 2026

The Magnificent 7 erased months of flat returns with a massive one-day jump

The Magnificent 7 erased months of flat returns with a massive one-day jump

Phil Rosen

Aug 4, 2026

The S&P 500's weakest stretch of the year starts now

The S&P 500's weakest stretch of the year starts now

Phil Rosen

Aug 3, 2026

This dividend giant's rising cash flows make it an attractive compounder for years to come

Best Ideas Club

This dividend giant's rising cash flows make it an attractive compounder for years to come

Phil Rosen
LockSimple

Aug 2, 2026

Wall Street loves Amazon burning cash but can't stand Apple's discipline

Wall Street loves Amazon burning cash but can't stand Apple's discipline

Phil Rosen

Jul 31, 2026

Kevin Warsh wants investors to stop watching the Fed

Kevin Warsh wants investors to stop watching the Fed

Phil Rosen

Jul 30, 2026

The chip trade is collapsing while the average stock keeps breaking records

The chip trade is collapsing while the average stock keeps breaking records

Phil Rosen

Jul 29, 2026

The Magnificent 7 trade has worked less and less the last 3 years

The Magnificent 7 trade has worked less and less the last 3 years

Phil Rosen

Jul 28, 2026

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