Opening Bell Daily: Newsletter Archives

Stock market investors shouldn't worry about the steep drop in federal jobs

The government sector has lost the greatest number of jobs this year.

Dec 19, 2025

Here's why stocks look set to break records before year-end

Bullish seasonality, improving breadth, and favorable policy all point higher.

Dec 18, 2025

The Fed is so backward-looking that its jobs forecast barely lasted one week

The unemployment rate rose to 4.6%, the highest in four years.

Dec 17, 2025

Big Tech's AI arms race sets up a 'Roaring 20s' for the rest of the market

The entire market is positioned to collect the spoils of the new tech boom.

Dec 16, 2025

Three straight years of 20% stock market gains do not rule out a fourth

The AI-driven boom still has room to run, according to Fundstrat data.

Dec 15, 2025

A top-1% portfolio manager is betting on this chip stock that's set for 64% earnings growth

Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.

Dec 14, 2025

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