Phil Rosen

Phil Rosen is the chief market strategist for ProCap Financial, CEO & co-founder of Opening Bell Media, and the host of Full Signal.

Google looks even cheaper after its top AI researchers departed to competitors

Anthropic and OpenAI each added researchers from Google DeepMind.

Jun 23, 2026

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4 min read

The AI boom drives a new wave of triple-digit stock winners

28 of 34 of stocks up over 100% the last year are tied to AI.

Jun 22, 2026

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3 min read

The beat-down bank stock is set to compound back to its 2008-highs

Veteran investor Ben Emons' highest-conviction idea for the next 12 months.

Jun 21, 2026

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3 min read

Kevin Warsh plans to keep markets guessing the Fed's next move

The FOMC statement shrunk by two-thirds compared to last time.

Jun 18, 2026

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3 min read

Kevin Warsh doesn't need to hike rates to spook the market

Any sign of a hawkish tilt could deflate the AI trade.

Jun 17, 2026

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2 min read

Peace in Iran takes the brakes off an already-hot AI trade

The biggest and only theme of the year is accelerating.

Jun 16, 2026

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3 min read

The smallest stocks in the market are signaling the bull run isn't over

The Russell 2000 hit a record high the same day SpaceX went public.

Jun 15, 2026

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2 min read

This overlooked AI storage stock could surge 64% as data centers scramble for memory

Veteran investor Adam Patti's highest-conviction idea for the next 12 months.

Jun 14, 2026

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3 min read

Everything to know about the SpaceX IPO

The biggest public markets splash in history arrives today.

Jun 12, 2026

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3 min read

The Iran conflict is finally hitting the stock market

The S&P 500 has dropped 4.5% in a week.

Jun 11, 2026

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3 min read

The AI trade wobbled momentarily before Wall Street bought the dip again

Traders snapped up stocks to fuel yet another V-shaped recovery.

Jun 10, 2026

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3 min read

AI drives the entire market but the Magnificent 7 still can't keep up

The S&P 493 is doubling Big Tech returns to start the year.

Jun 9, 2026

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4 min read

The Iran conflict is 100 days old and the stock market still doesn't care

The bulls who ignored geopolitics just keep winning.

Jun 8, 2026

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3 min read

No one expects this stock to dominate the trillion-dollar club but it's set as a multi-year compounder

Veteran investor Lou Basenese's highest-conviction idea for the next 12 months.

Jun 7, 2026

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3 min read

AI leaders took a hit but the stock market hit a record anyway

Market breadth is widening and supporting the bull run.

Jun 5, 2026

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3 min read

SpaceX and the wave of mega IPOs will tell us if it's really 1999 again

The first-day pop for public debuts will signal all-clear or bubble.

Jun 4, 2026

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3 min read

Wall Street was bullish on Marvell even before Jensen Huang's endorsement

The Nvidia CEO called it the "next trillion-dollar company."

Jun 3, 2026

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2 min read

The new Berkshire Hathaway is betting on AI in a way Warren Buffett never did

This isn't Buffett's conglomerate anymore.

Jun 2, 2026

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4 min read

History says the stock market doesn’t care about high gas prices

Gas prices are high, consumer sentiment is low, and stocks are at records.

Jun 1, 2026

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3 min read

The data center boom makes this infrastructure construction stock a multi-year compounder

Veteran investor Bill Mann's highest-conviction idea for the next 12 months.

May 31, 2026

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3 min read

Investors are more excited about AI than they are nervous for stagflation

It seems not even rising inflation can derail the historic bull market.

May 29, 2026

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2 min read

The AI trade runs through a South Korea turning increasingly hawkish

The Bank of Korea sees interest rates rising this year.

May 28, 2026

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3 min read

Micron just hit $1 trillion and it still looks cheap

The Idaho chip company is now the 12th largest in the world.

May 27, 2026

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4 min read

The average stock keeps going up and that debunks the 'top heavy' market myth

The Magnificent 7 don't dominate the market like the consensus believes.

May 26, 2026

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2 min read

AI will actually accelerate software demand and fuel a rebound in this beat-down cybersecurity stock

Veteran investor Lauren Cassidy's highest-conviction idea for the next 12 months.

May 24, 2026

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3 min read

Phil Rosen

Google looks even cheaper after its top AI researchers departed to competitors

The AI boom drives a new wave of triple-digit stock winners

The beat-down bank stock is set to compound back to its 2008-highs

Kevin Warsh plans to keep markets guessing the Fed's next move

Kevin Warsh doesn't need to hike rates to spook the market

Peace in Iran takes the brakes off an already-hot AI trade

The smallest stocks in the market are signaling the bull run isn't over

This overlooked AI storage stock could surge 64% as data centers scramble for memory

Everything to know about the SpaceX IPO

The Iran conflict is finally hitting the stock market

The AI trade wobbled momentarily before Wall Street bought the dip again

AI drives the entire market but the Magnificent 7 still can't keep up

The Iran conflict is 100 days old and the stock market still doesn't care

No one expects this stock to dominate the trillion-dollar club but it's set as a multi-year compounder

AI leaders took a hit but the stock market hit a record anyway

SpaceX and the wave of mega IPOs will tell us if it's really 1999 again

Wall Street was bullish on Marvell even before Jensen Huang's endorsement

The new Berkshire Hathaway is betting on AI in a way Warren Buffett never did

History says the stock market doesn’t care about high gas prices

The data center boom makes this infrastructure construction stock a multi-year compounder

Investors are more excited about AI than they are nervous for stagflation

The AI trade runs through a South Korea turning increasingly hawkish

Micron just hit $1 trillion and it still looks cheap

The average stock keeps going up and that debunks the 'top heavy' market myth

AI will actually accelerate software demand and fuel a rebound in this beat-down cybersecurity stock

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