Opening Bell Daily: Newsletter Archives

Investors are fighting bubble fears while fundamentals keep improving

Earnings, balance sheets and policy support keep driving valuations higher.

Nov 7, 2025

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9 min read

Market bubbles aren't supposed to have earnings this strong

S&P 500 companies are reporting historic earnings amid comparisons to the dot-com era.

Nov 6, 2025

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9 min read

Bubble chatter is finally creeping into stock prices — but that doesn't justify bubble fears

The tech bull market is still built on resilient fundamentals and earnings.

Nov 5, 2025

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8 min read

The labor market is deteriorating for 3 very different reasons at once

Blaming only AI misses key structural shifts in the economy.

Nov 4, 2025

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8 min read

Warren Buffett still thinks the market's too expensive. Look at his $381 billion cash pile.

Berkshire Hathaway reported record earnings as Buffett's retirement looms.

Nov 3, 2025

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8 min read

Nvidia relies on this critical AI stock and demand is only accelerating

Veteran investor Adam Patti's highest-conviction idea for the next 12 months.

Nov 2, 2025

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5 min read

Amazon looks ready to play catch-up on the rest of the Magnificent 7

The stock surged double-digits after reporting $180 billion in Q3 revenue.

Oct 31, 2025

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7 min read

Jerome Powell doesn't think AI is like the dot-com bubble

The Fed cut interest rates 25 basis points as expected, but that wasn't the big takeaway.

Oct 30, 2025

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8 min read

Nvidia's new deals overshadow everything else happening in markets

CEO Jensen Huang meets with President Trump Wednesday.

Oct 29, 2025

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8 min read

Magnificent 7 earnings hold the key to quelling bubble fears

Five of the seven biggest Big Tech names report quarterly results this week.

Oct 28, 2025

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8 min read

3 charts explain why fears of an AI bubble are overblown

Tech dominance doesn't mean something's about to pop.

Oct 27, 2025

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8 min read

The AI era is turning this old technology stock into a multi-year compounder

Veteran investor Thomas Martin's highest-conviction idea for the next 12 months.

Oct 26, 2025

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5 min read

Investors are fighting bubble fears while fundamentals keep improving

Market bubbles aren't supposed to have earnings this strong

Bubble chatter is finally creeping into stock prices — but that doesn't justify bubble fears

The labor market is deteriorating for 3 very different reasons at once

Warren Buffett still thinks the market's too expensive. Look at his $381 billion cash pile.

Nvidia relies on this critical AI stock and demand is only accelerating

Amazon looks ready to play catch-up on the rest of the Magnificent 7

Jerome Powell doesn't think AI is like the dot-com bubble

Nvidia's new deals overshadow everything else happening in markets

Magnificent 7 earnings hold the key to quelling bubble fears

3 charts explain why fears of an AI bubble are overblown

The AI era is turning this old technology stock into a multi-year compounder

Opening Bell Daily

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