Opening Bell Daily: Newsletter Archives

Wall Street is buying the dip on the government shutdown

The S&P 500 hit a record high the first day of the government shutdown.

Oct 2, 2025

History and fundamentals both point to a record-smashing Q4 for stocks

The S&P 500 just saw its second-best September in 27 years.

Oct 1, 2025

'Big Short' investor Vincent Daniel explains the most under-the-radar risks in markets

An interview with the legendary investor and trader.

Sep 30, 2025

Investors don't see a recession. Just look at consumer staples stocks.

Bulls are ignoring a closely-watched corner of the market.

Sep 29, 2025

This small-cap aerospace name has 30% upside as it moves from turnaround story to growth play

Investment chief Dan Bustamante's highest-conviction idea for the next 12 months.

Sep 28, 2025

Why the S&P 500's record valuations and froth make sense

Structural shifts and seasonality could justify the froth as the market enters its best time of year.

Sep 26, 2025

The AI boom is turning Big Tech stocks into utilities

The Magnificent 7's huge capital expenditures pulls them away from asset-light business models.

Sep 25, 2025

Jerome Powell sees a frothy stock market and limited inflation impact from tariffs

The Fed chief maintains that the job market presents the biggest risks right now.

Sep 24, 2025

A classic bubble indicator is flashing — but there's plenty of room for optimism

Robert Shiller's CAPE ratio just touched its highest level since 2000.

Sep 23, 2025

Small-cap stocks are doing exactly what bulls expected after a rate cut

The Fed has catalyzed widening market breadth and broad strength.

Sep 22, 2025

Booming data center demand can help this niche energy stock double after collapsing from recent highs

Veteran investor Rhys Williams' highest-conviction idea for the next 12 months.

Sep 21, 2025

Investors love that Nvidia and the US government both own stakes in Intel

Intel added $30 billion in market capitalization in one day.

Sep 19, 2025