Opening Bell Daily

Opening Bell Daily

Data-driven financial news and analysis you won't find anywhere else. One 5-minute email a day trusted by 190,000+ self-directed investors.

Investors expect the S&P 500 to keep breaking records: 'Long stocks, short everything else'

Investors expect the S&P 500 to keep breaking records: 'Long stocks, short everything else'

Bank of America's latest fund manager survey showed cash levels hit a 15-year low.

Phil Rosen
Inflation and tariffs haven't stopped investors from piling into historically pricey stocks

Inflation and tariffs haven't stopped investors from piling into historically pricey stocks

The S&P 500 is breaking records despite rising uncertainty across the board.

Phil Rosen
Best Ideas ClubBest Ideas Club
This AI data center stock could rally 60% since Wall Street misprices it as a bitcoin miner
Premium

This AI data center stock could rally 60% since Wall Street misprices it as a bitcoin miner

Veteran portfolio manager Rhys Williams' best idea for 2025.

Phil Rosen
The stock market isn't convinced Trump is serious about tariffs

The stock market isn't convinced Trump is serious about tariffs

The president announced reciprocal tariffs but left a long lead-time for negotiations.

Phil Rosen
Hot inflation complicates the stock market's most important driver

Hot inflation complicates the stock market's most important driver

Tariffs and falling rate cut expectations complicate the outlook for investors.

Phil Rosen
Fed Powell doesn't have much to say because inflation won't budge

Fed Powell doesn't have much to say because inflation won't budge

January CPI is seen holding steady as the central bank chief testifies before lawmakers.

Phil Rosen
Elon Musk throws a $97.4 billion curveball at OpenAI

Elon Musk throws a $97.4 billion curveball at OpenAI

The unsolicited takeover bid for the ChatGPT creator raises the stakes for Sam Altman.

Phil Rosen
Fed rate cuts look less and less likely for 2025

Fed rate cuts look less and less likely for 2025

January jobs, tariffs, and inflation concerns have complicated the outlook.

Phil Rosen
Best Ideas ClubBest Ideas Club
A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade
Premium

A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade

Veteran investor Meb Faber's best idea for 2025.

Phil Rosen
How the January jobs report could make or break stocks

How the January jobs report could make or break stocks

Economists don't expect much change in unemployment or new jobs.

Phil Rosen
Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

The S&P 500, gold, and US dollar are soaring at the same time.

Phil Rosen
Google's in the hot seat with both Wall Street and China

Google's in the hot seat with both Wall Street and China

Alphabet shares tanked after mixed earnings.

Phil Rosen
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