Opening Bell Daily: Newsletter Archives

Nvidia earnings will move the entire stock market, as usual

Nvidia now accounts for a record 7.9% of the S&P 500.

Aug 27, 2025

Small-caps stocks finally have a shot against Big Tech

A September rate cut could fuel a short-term rally, but earnings will decide if it lasts.

Aug 26, 2025

America's bull market isn't slowing and foreign investors love it

US markets have lured overseas capital back in since April's Liberation Day.

Aug 25, 2025

Gen-Z's health obsession and weak competition will fuel this 'multi-bagger' consumer staple for years to come

Veteran investor Robert Ruggirello's highest-conviction idea for the next 12 months.

Aug 24, 2025

Jerome Powell just unleashed asset prices at Jackson Hole

The Fed Chair signaled a September rate cut is on the table.

Aug 22, 2025

AI isn't another dot-com bubble. Nvidia explains why.

No internet company ever came close to the dominance or profits of Nvidia.

Aug 22, 2025

Fed rate cuts are imminent. Here's the bull and bear case.

The central bank's next move, according to the most prominent Fed watchers.

Aug 21, 2025

Palantir is colliding with a rotating market and scathing short seller

The top-performing stock of the year has dropped 5 days in a row.

Aug 20, 2025

Jerome Powell's successor may not accelerate rate cuts quickly after all

Markets don't expect the next Fed Chair to flatten interest rates.

Aug 19, 2025

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

Why Ed Yardeni warns that a September rate cut could be a policy error.

Aug 18, 2025

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

Aug 17, 2025

Every conversation about the stock market is really about Big Tech

Four AI names account for 60% of the S&P 500's returns this year.

Aug 15, 2025