Opening Bell Daily: Newsletter Archives

The bond market isn't cooperating with Trump or the Fed

A steepening yield curve complicates the outlook for both monetary and fiscal plans.

May 12, 2025

This quiet yet essential AI infrastructure stock can boom as Big Tech goes all-in on data centers

Veteran investment chief Thomas Martin's best idea for 2025.

May 11, 2025

Investors have regained their appetite for risk

The US-UK trade deal juiced equity and crypto markets.

May 9, 2025

Jerome Powell wants to avoid making the same mistake twice

The Fed kept rates unchanged but sees rising economic risks.

May 8, 2025

The Fed won't give Trump lower rates just yet

Markets see no chance of a rate cut until at least June.

May 7, 2025

Wall Street doesn't think tariffs can make Hollywood great again

Shares of Netflix, Paramount, Disney and other media names tumbled Monday.

May 6, 2025

Inside Warren Buffett’s final Berkshire Hathaway shareholder meeting

Four days of private dinners and side events in Omaha.

May 5, 2025

A boom in AI-powered security could turn this stock into a 20% compounder

Veteran investment chief Chris Smith's best idea for 2025.

May 4, 2025

Apple has a trade war problem investors can't ignore

Strong earnings did not prevent the iPhone maker's stock from falling.

May 2, 2025

Meta and Microsoft set a blistering pace for the AI spending race

The Big Tech giants reported blowout earnings for the first quarter.

May 1, 2025

After 100 days, prediction markets agree with Wall Street: Trump's economy is faltering

Wall Street banks and bettors all see rising recession odds and cooling GDP.

Apr 30, 2025

Texas manufacturing just flashed a warning for the Fed

A collapse in factory orders raises the stakes for imminent rate cuts.

Apr 29, 2025