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It's a bad sign for consumers when dollar stores outperform Nvidia

It's a bad sign for consumers when dollar stores outperform Nvidia

The stock market suggests everyday Americans are increasingly turning to budget retailers.

Aug 29, 2025

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7 min read

Nvidia is smashing records and it's not even doing business with China

Nvidia is smashing records and it's not even doing business with China

Nvidia reported record earnings while sending zero H20 chips to China.

Aug 28, 2025

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8 min read

Nvidia earnings will move the entire stock market, as usual

Nvidia earnings will move the entire stock market, as usual

Nvidia now accounts for a record 7.9% of the S&P 500.

Aug 27, 2025

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8 min read

Small-caps stocks finally have a shot against Big Tech

Small-caps stocks finally have a shot against Big Tech

A September rate cut could fuel a short-term rally, but earnings will decide if it lasts.

Aug 26, 2025

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8 min read

America's bull market isn't slowing and foreign investors love it

America's bull market isn't slowing and foreign investors love it

US markets have lured overseas capital back in since April's Liberation Day.

Aug 25, 2025

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6 min read

Gen-Z's health obsession and weak competition will fuel this 'multi-bagger' consumer staple for years to come

Gen-Z's health obsession and weak competition will fuel this 'multi-bagger' consumer staple for years to come

Veteran investor Robert Ruggirello's highest-conviction idea for the next 12 months.

Aug 24, 2025

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1 min read

Jerome Powell just unleashed asset prices at Jackson Hole

Jerome Powell just unleashed asset prices at Jackson Hole

The Fed Chair signaled a September rate cut is on the table.

Aug 22, 2025

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5 min read

AI isn't another dot-com bubble. Nvidia explains why.

AI isn't another dot-com bubble. Nvidia explains why.

No internet company ever came close to the dominance or profits of Nvidia.

Aug 22, 2025

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8 min read

Fed rate cuts are imminent. Here's the bull and bear case.

Fed rate cuts are imminent. Here's the bull and bear case.

The central bank's next move, according to the most prominent Fed watchers.

Aug 21, 2025

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10 min read

Palantir is colliding with a rotating market and scathing short seller

Palantir is colliding with a rotating market and scathing short seller

The top-performing stock of the year has dropped 5 days in a row.

Aug 20, 2025

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8 min read

Jerome Powell's successor may not accelerate rate cuts quickly after all

Jerome Powell's successor may not accelerate rate cuts quickly after all

Markets don't expect the next Fed Chair to flatten interest rates.

Aug 19, 2025

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8 min read

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

Why Ed Yardeni warns that a September rate cut could be a policy error.

Aug 18, 2025

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8 min read

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Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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