Opening Bell Daily: Newsletter Archives

AI isn't another dot-com bubble. Nvidia explains why.

No internet company ever came close to the dominance or profits of Nvidia.

Aug 22, 2025

Fed rate cuts are imminent. Here's the bull and bear case.

The central bank's next move, according to the most prominent Fed watchers.

Aug 21, 2025

Palantir is colliding with a rotating market and scathing short seller

The top-performing stock of the year has dropped 5 days in a row.

Aug 20, 2025

Jerome Powell's successor may not accelerate rate cuts quickly after all

Markets don't expect the next Fed Chair to flatten interest rates.

Aug 19, 2025

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

Why Ed Yardeni warns that a September rate cut could be a policy error.

Aug 18, 2025

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

Aug 17, 2025

Every conversation about the stock market is really about Big Tech

Four AI names account for 60% of the S&P 500's returns this year.

Aug 15, 2025

Fear and trembling have evaporated from the stock market

The VIX just hit its lowest level of 2025 and the S&P 500 notched another record.

Aug 14, 2025

Investors can't wait for the Fed's imminent rate cut

The July CPI data pushed the S&P 500 to a record high.

Aug 13, 2025

Bullish investors keep shrugging off inflation risks

Global fund managers still expect a soft landing and keep buying stocks.

Aug 12, 2025

Global stock market valuations have never been this frothy

Nearly a quarter of MSCI World stocks are priced like its 1999.

Aug 11, 2025

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

Aug 10, 2025