Opening Bell Daily: Newsletter Archives

Meta goes nuclear to fuel its AI ambitions

The Facebook parent signed a 20-year deal with Constellation Energy.

Jun 4, 2025

The Magnificent 7 stocks carry the market even when they're lagging

Earnings for the Big Tech group beat estimates by nearly 15% in the latest quarter.

Jun 3, 2025

The stock market is shrugging off the bears' gloomy outlook

The S&P 500 just had its best May since 1990.

Jun 2, 2025

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