Phil Rosen

Phil Rosen

An award-winning financial journalist and two-time author, Phil Rosen is the co-founder and editor-in-chief of Opening Bell Daily. He has reported for Business Insider, Fortune, Yahoo Finance, BuzzFeed News, GreenBiz, and US-China Today, among other outlets. He regularly speaks on panels, podcasts, and at universities.

It's the stock market's worst month of the year

Rate cut or not, seasonal trends suggest a pullback for equities.

Sep 2, 2025

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8 min read

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 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 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

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

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

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

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.

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.

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

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

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

Aug 18, 2025

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8 min read

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

Aug 17, 2025

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1 min read

Every conversation about the stock market is really about Big Tech

Four AI names account for 60% of the S&P 500's returns this year.

Aug 15, 2025

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7 min read

Fear and trembling have evaporated from the stock market

The VIX just hit its lowest level of 2025 and the S&P 500 notched another record.

Aug 14, 2025

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9 min read

Investors can't wait for the Fed's imminent rate cut

The July CPI data pushed the S&P 500 to a record high.

Aug 13, 2025

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9 min read

Bullish investors keep shrugging off inflation risks

Global fund managers still expect a soft landing and keep buying stocks.

Aug 12, 2025

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9 min read

Global stock market valuations have never been this frothy

Nearly a quarter of MSCI World stocks are priced like its 1999.

Aug 11, 2025

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7 min read

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

Aug 10, 2025

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1 min read

The stock market is done with knee-jerk reactions to tariffs

Trump's trade war is on but investors don't seem to care.

Aug 8, 2025

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8 min read

Wall Street hasn't bought into Apple's $600 billion bet on US manufacturing

Apple's invested more into the US this year than any company but its stock has lagged.

Aug 7, 2025

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8 min read

President Trump's targeting an already-battered pharma industry with tariffs

High interest rates have weighed on the healthcare sector all year, even before trade war risks

Aug 6, 2025

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8 min read

The case for zero rate cuts in 2025, according to Wall Street's top banks

Morgan Stanley and Bank of America expect the Fed to wait until 2026 to ease policy.

Aug 5, 2025

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9 min read

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

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8 min read

Phil Rosen

It's the stock market's worst month of the year

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

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

Nvidia earnings will move the entire stock market, as usual

Small-caps stocks finally have a shot against Big Tech

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

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

Jerome Powell just unleashed asset prices at Jackson Hole

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

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

Palantir is colliding with a rotating market and scathing short seller

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

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

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Every conversation about the stock market is really about Big Tech

Fear and trembling have evaporated from the stock market

Investors can't wait for the Fed's imminent rate cut

Bullish investors keep shrugging off inflation risks

Global stock market valuations have never been this frothy

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

The stock market is done with knee-jerk reactions to tariffs

Wall Street hasn't bought into Apple's $600 billion bet on US manufacturing

President Trump's targeting an already-battered pharma industry with tariffs

The case for zero rate cuts in 2025, according to Wall Street's top banks

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

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