Opening Bell Daily: Newsletter Archives

Why the S&P 500's record valuations and froth make sense

Structural shifts and seasonality could justify the froth as the market enters its best time of year.

Sep 26, 2025

The AI boom is turning Big Tech stocks into utilities

The Magnificent 7's huge capital expenditures pulls them away from asset-light business models.

Sep 25, 2025

Jerome Powell sees a frothy stock market and limited inflation impact from tariffs

The Fed chief maintains that the job market presents the biggest risks right now.

Sep 24, 2025

A classic bubble indicator is flashing — but there's plenty of room for optimism

Robert Shiller's CAPE ratio just touched its highest level since 2000.

Sep 23, 2025

Small-cap stocks are doing exactly what bulls expected after a rate cut

The Fed has catalyzed widening market breadth and broad strength.

Sep 22, 2025

Booming data center demand can help this niche energy stock double after collapsing from recent highs

Veteran investor Rhys Williams' highest-conviction idea for the next 12 months.

Sep 21, 2025

Investors love that Nvidia and the US government both own stakes in Intel

Intel added $30 billion in market capitalization in one day.

Sep 19, 2025

The Fed's own policymakers disagree on where the economy's heading

The Fed cut rates by 25 basis points but there's no consensus on what's next.

Sep 18, 2025

The Fed's September rate cut starts a new policy regime for the AI era

Policymakers are navigating the deflationary force of AI and the muted impact of tariffs.

Sep 17, 2025

Elon Musk just capped off Tesla's 80% rally with $1 billion stock purchase

Musk's added stake follows a sharp 5-month rally.

Sep 16, 2025

Why fears of an AI bubble are overblown, according to a top investor

Wall Street veteran Jordi Visser is more bullish than ever on technology stocks.

Sep 15, 2025

'Big Short' investor Danny Moses calls this energy bet a 'generational trade' that can explode 42%

Legendary investor Danny Moses' highest-conviction idea for the next 12 months.

Sep 14, 2025