Phil Rosen

Phil Rosen is an award-winning financial reporter, author and media operator. He is the co-founder of Opening Bell Daily, the host of Full Signal, and a Fulbright alum.

Israel's stock market keeps breaking records as investors bet on stability

Israel's benchmark index has returned more than 66% over the last year.

Mar 3, 2026

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7 min read

Oil markets aren't betting on a prolonged conflict in Iran

The US-led military operation isn't expected to catalyze a crude supply shock.

Mar 2, 2026

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7 min read

This natural gas giant is set to outperform as it builds the power grid for AI

Veteran investor Rob Thummel's highest-conviction idea for the next 12 months.

Mar 1, 2026

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5 min read

Wall Street is already cheering AI-driven layoffs

Shares of Block soared 24% after it announced cutting nearly half its workforce.

Feb 27, 2026

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7 min read

It's been 28 quarters since Nvidia last disappointed Wall Street on revenue

The chip giant beat revenue estimates once again in its latest earnings.

Feb 26, 2026

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6 min read

Nvidia reports earnings as the only Magnificent 7 stock up more than 1%

Markets will take the results as a barometer of the entire AI theme.

Feb 25, 2026

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7 min read

AI was the reason to buy stocks. Now it’s the reason to sell.

It flipped from the market’s biggest tailwind to its newest systemic risk.

Feb 24, 2026

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8 min read

The AI trade now favors the physical over digital

Wall Street ditched software for energy, materials and industrials.

Feb 23, 2026

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7 min read

This robotics stock could boom as it dominates the crossroads of AI and healthcare

Veteran investor Tom Hulick's highest-conviction idea for the next 12 months.

Feb 22, 2026

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5 min read

Boring household stocks are beating the most popular names in the market

Consumer staples are outperforming consumer discretionary by a historic margin.

Feb 20, 2026

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8 min read

The Fed eyes prediction markets as a fix for backward-looking data

A paper from the central bank praised Kalshi for its real-time accuracy.

Feb 19, 2026

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6 min read

Investors haven't bought into Amazon's $200 billion bet on AI

The ambitious infrastructure spending plan led to the stock's worst stretch in decades.

Feb 18, 2026

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8 min read

The Magnificent 7 are lagging the rest of the S&P 500 to start 2026

The rotation out of Big Tech is happening in real time.

Feb 17, 2026

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7 min read

This mega-cap has lagged the AI trade but it's set to dominate the mass-adoption phase

Veteran investor Jessica Inskip's highest-conviction idea for the next 12 months.

Feb 15, 2026

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6 min read

The AI fears that hit software and financials just dragged trucking stocks

Freight and logistics companies saw share prices tank after another AI tool debuted.

Feb 13, 2026

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7 min read

The labor market keeps flashing mixed signals

January was either a great or terrible start to the year for jobs, depending on the data.

Feb 12, 2026

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6 min read

New AI tools are forcing markets to pick winning and losing sectors in real time

Financial services stocks tanked a week after the software sell-off.

Feb 11, 2026

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8 min read

Wall Street is positioned for average economic growth even as productivity booms

Productivity gains and capital spending are fueling a new Roaring 20s.

Feb 10, 2026

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8 min read

Dow 50,000 isn't the only bullish signal that's flashing

Commodities and global equities all point to a broad expansion.

Feb 9, 2026

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6 min read

This niche data center 'picks and shovels' play has 35% upside

Veteran investor Brian Mulberry's highest-conviction idea for the next 12 months.

Feb 8, 2026

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5 min read

The US hasn't started a year with layoffs like this since the Great Recession

The worst January for job cuts since 2009.

Feb 6, 2026

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8 min read

The software apocalypse is dragging the entire stock market

Fast-improving AI tools are fueling negative sentiment on legacy software players.

Feb 5, 2026

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6 min read

Walmart added most of its $1 trillion market value in the last 2 years

The retailer joins Nvidia, Apple and other tech names in the exclusive club.

Feb 4, 2026

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7 min read

Wall Street is buying the 'White House put' on rare earths

President Trump unveiled Project Vault to de-risk from China.

Feb 3, 2026

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6 min read

Kevin Warsh can't single-handedly reverse the debasement trade

Gold, silver and bitcoin have tumbled since President Trump made his Fed pick.

Feb 2, 2026

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6 min read

Phil Rosen

Israel's stock market keeps breaking records as investors bet on stability

Oil markets aren't betting on a prolonged conflict in Iran

This natural gas giant is set to outperform as it builds the power grid for AI

Wall Street is already cheering AI-driven layoffs

It's been 28 quarters since Nvidia last disappointed Wall Street on revenue

Nvidia reports earnings as the only Magnificent 7 stock up more than 1%

AI was the reason to buy stocks. Now it’s the reason to sell.

The AI trade now favors the physical over digital

This robotics stock could boom as it dominates the crossroads of AI and healthcare

Boring household stocks are beating the most popular names in the market

The Fed eyes prediction markets as a fix for backward-looking data

Investors haven't bought into Amazon's $200 billion bet on AI

The Magnificent 7 are lagging the rest of the S&P 500 to start 2026

This mega-cap has lagged the AI trade but it's set to dominate the mass-adoption phase

The AI fears that hit software and financials just dragged trucking stocks

The labor market keeps flashing mixed signals

New AI tools are forcing markets to pick winning and losing sectors in real time

Wall Street is positioned for average economic growth even as productivity booms

Dow 50,000 isn't the only bullish signal that's flashing

This niche data center 'picks and shovels' play has 35% upside

The US hasn't started a year with layoffs like this since the Great Recession

The software apocalypse is dragging the entire stock market

Walmart added most of its $1 trillion market value in the last 2 years

Wall Street is buying the 'White House put' on rare earths

Kevin Warsh can't single-handedly reverse the debasement trade

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