Opening Bell Daily: Newsletter Archives

Small-cap stocks are flashing more signs of froth than Big Tech

The Russell 2000 rally points to renewed animal spirits.

Nov 12, 2025

Warren Buffett wants Berkshire shareholders to give their confidence to his successor

The Berkshire Hathaway chief had a lot to say about Greg Abel, Omaha and continuity.

Nov 11, 2025

President Trump’s 'tariff dividend' could juice stocks just like pandemic stimulus checks

The president floated the idea of sending $2,000 checks to everyday Americans.

Nov 10, 2025

This small-cap nuclear stock has boomed but macro catalysts could send it even higher

Investor George Kailas' highest-conviction idea for the next 12 months.

Nov 9, 2025

Investors are fighting bubble fears while fundamentals keep improving

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

Nov 7, 2025

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

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

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

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

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

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

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