Opening Bell Daily: Newsletter Archives

Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%

Veteran macro investor Jordi Visser's best idea for 2025.

Feb 2, 2025

Apple's blockbuster earnings mask its fading innovation

Apple reported record quarterly revenue but saw China iPhone sales drop.

Jan 31, 2025

A world-class investment idea can change everything

A special message from Phil Rosen & Anthony Pompliano.

Jan 30, 2025

Big Tech just upstaged the Fed

Earnings from Tesla, Meta and Microsoft overshadowed what Jerome Powell had to say.

Jan 30, 2025

Big Tech earnings may not outpace the rest of the S&P 500 much longer

Wall Street sees the S&P 493 catching up to the Magnificent Seven — and not because of DeepSeek.

Jan 29, 2025

DeepSeek just handed Nvidia a $589 billion one-day loss

The Chinese AI startup tanked the entire US stock market.

Jan 28, 2025

The S&P 500 hasn't boomed like this since Reagan

Animal spirits resemble 1985 but a new AI risk out of China looms.

Jan 27, 2025

Unpacking the best ideas from exceptional investors

A special message from Phil Rosen & Anthony Pompliano.

Jan 26, 2025

Everything Trump says moves markets

The president called for interest rate cuts and signed a crypto executive order as stocks hit a record high.

Jan 24, 2025

Trump's AI push is lifting the entire stock market

Project Stargate includes billions in investments from OpenAI, Oracle and SoftBank.

Jan 23, 2025

Investors haven't been this bullish on stocks since 2021

Cash allocations have tanked while fund managers deploy capital into equities.

Jan 22, 2025

Trump 2.0 'golden age' begins as animal spirits juice markets

The president kicked off his second term with a slate of executive orders.

Jan 21, 2025