Opening Bell Daily: Newsletter Archives

This pure-play infrastructure stock is poised to ride the next energy mega-trend

Veteran energy portfolio manager Rob Thummel's best idea for 2025.

Jun 1, 2025

Tariff uncertainty has spooked global investors out of the US stock market

The latest legal drama on Trump's trade war hasn't helped attract capital.

May 29, 2025

Nvidia convinced Wall Street it can outrun geopolitical headaches

The stock soared after-hours following blockbuster earnings.

May 29, 2025

3 questions Nvidia must answer to keep the AI trade alive

The biggest earnings report of the quarter comes due.

May 28, 2025

Japan's bond market is flashing a warning sign for US investors

Government bonds are less appealing when deficits spiral.

May 27, 2025

A $9.9 billion portfolio manager expects this downbeat energy stock to double in 12 months

Veteran portfolio manager R. George Pickral's best idea for 2025.

May 25, 2025

President Trump's big beautiful bill just nuked rooftop solar stocks

Investors don't believe rooftop solar can survive without government support.

May 23, 2025

What's usually a boring corner of the market just spooked investors

An auction for 20-year Treasury notes saw weak demand on Wednesday.

May 22, 2025

Home Depot isn't sweating tariffs as much as Walmart

The retailers have different views on whether to raise prices for consumers.

May 21, 2025

The stock and bond markets disagree on Moody's credit downgrade

Stocks notched their 6th winning day in a row while bond yields rose.

May 20, 2025

Investors are getting a taste of a stock market without Big Tech leadership

The Magnificent 7 have lagged the rest of the S&P 500 this year.

May 19, 2025

This out-of-favor AI stock can rebound another 60% as it hits an inflection point

Inflection investor Michael Wiggins De Oliveira's best idea for 2025.

May 18, 2025