Opening Bell Daily: Newsletter Archives

Alibaba looks like a stronger AI bet than the Magnificent 7 right now

Shares of the Chinese tech stock surged after its latest earnings beat.

Feb 21, 2025

The investment chief behind the DOGE dividend explains his pitch to Elon Musk: Q&A

How President Trump could send $5,000 to every taxpaying US household.

Feb 20, 2025

Investors expect the S&P 500 to keep breaking records: 'Long stocks, short everything else'

Bank of America's latest fund manager survey showed cash levels hit a 15-year low.

Feb 19, 2025

Inflation and tariffs haven't stopped investors from piling into historically pricey stocks

The S&P 500 is breaking records despite rising uncertainty across the board.

Feb 18, 2025

This AI data center stock could rally 60% since Wall Street misprices it as a bitcoin miner

Veteran portfolio manager Rhys Williams' best idea for 2025.

Feb 16, 2025

The stock market isn't convinced Trump is serious about tariffs

The president announced reciprocal tariffs but left a long lead-time for negotiations.

Feb 14, 2025

Hot inflation complicates the stock market's most important driver

Tariffs and falling rate cut expectations complicate the outlook for investors.

Feb 13, 2025

Fed Powell doesn't have much to say because inflation won't budge

January CPI is seen holding steady as the central bank chief testifies before lawmakers.

Feb 12, 2025

Elon Musk throws a $97.4 billion curveball at OpenAI

The unsolicited takeover bid for the ChatGPT creator raises the stakes for Sam Altman.

Feb 11, 2025

Fed rate cuts look less and less likely for 2025

January jobs, tariffs, and inflation concerns have complicated the outlook.

Feb 10, 2025

A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade

Veteran investor Meb Faber's best idea for 2025.

Feb 9, 2025

How the January jobs report could make or break stocks

Economists don't expect much change in unemployment or new jobs.

Feb 7, 2025