Opening Bell Daily: Newsletter Archives

Companies that don't talk about AI are lagging in the stock market

Mentions of "AI" on earnings calls for S&P 500 companies just hit a record.

Dec 12, 2025

The stock market doesn't care about a divided Fed

Three central bankers voted against a 25 basis point rate cut Wednesday.

Dec 11, 2025

Jerome Powell's outlook is more critical than the actual rate cut

Markets widely expect a 25 basis point move lower from the Fed.

Dec 10, 2025

Most of the Magnificent 7 aren't keeping up with the S&P 500 this year

Big Tech lagging the market pushes back on the "AI bubble" narrative.

Dec 9, 2025

Here's what Wall Street expects for stocks in 2026

Unpacking the year-ahead outlooks from the biggest banks and research firms.

Dec 8, 2025

This durable small-cap insurance name is seeing earnings and technicals converge in a bullish setup

Veteran investor Larry Thompson's highest-conviction idea for the next 12 months.

Dec 7, 2025

The stock market continues to ignore every bearish obstacle

The S&P 500 remains near record highs as a cocktail of headwinds threaten the rally.

Dec 5, 2025

Why bad news for jobs is good news for stocks

The labor market is calling on the Fed to cut rates.

Dec 4, 2025

Jerome Powell's likely successor at the Fed is a crypto-bull economist

President Trump hinted that Hassett could be next in line at the central bank.

Dec 3, 2025

This December presents one of the most bullish months ever for stocks

The political cycle and seasonality could fuel a massive year-end rally.

Dec 2, 2025

Stocks look set to rally in 2026. Just look at these 2 historical trends.

The Fed could catalyze two historical tailwinds for asset prices in December.

Dec 1, 2025

This veteran portfolio manager will keep betting on this all-in-one AI behemoth for years to come

Veteran investor Joe Tigay's highest-conviction idea for the next 12 months.

Nov 30, 2025