Opening Bell Daily: Newsletter Archives

The Fed says the labor market's fine but hiring has slowed to 2008 and 2020 levels

Jerome Powell will regret his decision to hold rates steady in July.

Aug 4, 2025

Best Ideas Club: 2025 Halftime Report

A members-only analysis of our portfolio of stocks that's beating the S&P 500 in 2025.

Aug 3, 2025

Wall Street's risk appetite is back. Just look at Figma.

The software design company soared nearly 300% in its trading debut.

Aug 1, 2025

Zuck's convinced Wall Street to buy into Meta's AI spending blitz

Investors are seeing more returns on Zuckerberg's push for AI dominance.

Jul 31, 2025

The Fed's biggest revolt in 32 years could begin today

Multiple dissenting FOMC votes could further undermine Jerome Powell.

Jul 30, 2025

This legacy tech stock is the most under-allocated AI name on the market

Investment strategist Jessica Inskip shares her highest conviction stock for the next 12 months.

Jul 27, 2025

'Big Short' investor Danny Moses traded the 2008 crash. Here's what he sees coming next.

The legendary investor told Opening Bell Daily what he's most bullish and bearish on for 2025.

Jul 24, 2025

Wall Street's favorite Big Tech trade is splintering: 3 charts

The Magnificent 7 have diverged into clear winners and losers over the last year.

Jul 23, 2025

Markets want rate cuts — not a compromised Federal Reserve

Acknowledging Powell's errors can happen without undermining Fed independence.

Jul 22, 2025

A top Fed official is ready to dissent against Powell

Fed Governor Waller just called for an immediate rate cut.

Jul 21, 2025

Easing regulations can push this discounted financial stock 30% higher

Veteran portfolio manager Keith Buchanan shares his highest conviction stock for the next 12 months.

Jul 20, 2025

Stocks keep breaking records even as the odds for Fed rate cuts fall

Resilient economic data continues to fuel investor bullishness.

Jul 18, 2025