Opening Bell Daily: Newsletter Archives

Market bubbles aren't supposed to have earnings this strong

S&P 500 companies are reporting historic earnings amid comparisons to the dot-com era.

Nov 6, 2025

Bubble chatter is finally creeping into stock prices — but that doesn't justify bubble fears

The tech bull market is still built on resilient fundamentals and earnings.

Nov 5, 2025

The labor market is deteriorating for 3 very different reasons at once

Blaming only AI misses key structural shifts in the economy.

Nov 4, 2025

Warren Buffett still thinks the market's too expensive. Look at his $381 billion cash pile.

Berkshire Hathaway reported record earnings as Buffett's retirement looms.

Nov 3, 2025

Nvidia relies on this critical AI stock and demand is only accelerating

Veteran investor Adam Patti's highest-conviction idea for the next 12 months.

Nov 2, 2025

Amazon looks ready to play catch-up on the rest of the Magnificent 7

The stock surged double-digits after reporting $180 billion in Q3 revenue.

Oct 31, 2025

Jerome Powell doesn't think AI is like the dot-com bubble

The Fed cut interest rates 25 basis points as expected, but that wasn't the big takeaway.

Oct 30, 2025

Nvidia's new deals overshadow everything else happening in markets

CEO Jensen Huang meets with President Trump Wednesday.

Oct 29, 2025

Magnificent 7 earnings hold the key to quelling bubble fears

Five of the seven biggest Big Tech names report quarterly results this week.

Oct 28, 2025

3 charts explain why fears of an AI bubble are overblown

Tech dominance doesn't mean something's about to pop.

Oct 27, 2025

The AI era is turning this old technology stock into a multi-year compounder

Veteran investor Thomas Martin's highest-conviction idea for the next 12 months.

Oct 26, 2025

The S&P 500 looks ready for an all-time high with inflation data due

Stocks hit records during three of the last five CPI releases.

Oct 24, 2025