Opening Bell Daily: Newsletter Archives

The Iran war is about to show up in corporate earnings

Key companies like FedEx and Delta have already flashed warning signs.

Mar 20, 2026

The Fed's been fixated on inflation long before the oil shock

Rising price pressures from the Middle East conflict complicates the outlook.

Mar 19, 2026

The Fed's new outlook will have a short shelf life

Policymakers will release a new dot plot that could get stale quickly.

Mar 18, 2026

Jensen Huang just told the world how massive the AI trade really is

Nvidia's CEO called out $1 trillion in demand through 2027 for the company's chips.

Mar 17, 2026

The biggest Fed story right now has nothing to do with the FOMC meeting

Markets largely ignored a key court ruling that impacts the outlook for rates.

Mar 16, 2026

This misunderstood royalty stock is tied to oil — and Warren Buffett bought it as a teenager

Veteran investor Blake Millard's highest-conviction idea for the next 12 months.

Mar 15, 2026

Financial stocks are flashing a warning sign on private credit

Market fears have dragged the financials sector to six losing sessions in a row.

Mar 13, 2026

Big Tech is no longer why the stock market looks expensive

The S&P 500 premium is no longer just about the Magnificent 7.

Mar 12, 2026

Software's worst sell-off in decades looks overblown

Wedbush's Dan Ives expects the sector to rebound.

Mar 11, 2026

President Trump hijacked oil markets with social media diplomacy

Monday saw the most volatile swings in crude prices on record.

Mar 10, 2026

This Saudi ETF could rebound from 5-year lows as the Iran oil shock hits

The Middle East conflict introduces a bullish contrarian investment idea.

Mar 9, 2026

This logistics stock will boom as AI grows its operating leverage exponentially

Veteran investor Kirk McDonald's highest-conviction idea for the next 12 months.

Mar 8, 2026