Opening Bell Daily: Newsletter Archives

Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

The S&P 500, gold, and US dollar are soaring at the same time.

Feb 6, 2025

Google's in the hot seat with both Wall Street and China

Alphabet shares tanked after mixed earnings.

Feb 5, 2025

Markets can barely keep up with Trump's 48-hour trade war

President Trump struck deals with Canada and Mexico to delay tariffs for a month.

Feb 4, 2025

Trump's tariffs, explained

The best and worst-case scenarios of President Trump's new trade war.

Feb 3, 2025

Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%

Veteran macro investor Jordi Visser's best idea for 2025.

Feb 2, 2025

Apple's blockbuster earnings mask its fading innovation

Apple reported record quarterly revenue but saw China iPhone sales drop.

Jan 31, 2025

A world-class investment idea can change everything

A special message from Phil Rosen & Anthony Pompliano.

Jan 30, 2025

Big Tech just upstaged the Fed

Earnings from Tesla, Meta and Microsoft overshadowed what Jerome Powell had to say.

Jan 30, 2025

Big Tech earnings may not outpace the rest of the S&P 500 much longer

Wall Street sees the S&P 493 catching up to the Magnificent Seven — and not because of DeepSeek.

Jan 29, 2025

DeepSeek just handed Nvidia a $589 billion one-day loss

The Chinese AI startup tanked the entire US stock market.

Jan 28, 2025

The S&P 500 hasn't boomed like this since Reagan

Animal spirits resemble 1985 but a new AI risk out of China looms.

Jan 27, 2025

Unpacking the best ideas from exceptional investors