Opening Bell Daily

Opening Bell Daily

An industry-leading data newsletter documenting the story of the stock market and economy. Also on Bloomberg Terminals.

Wall Street's risk appetite is back. Just look at Figma.

Wall Street's risk appetite is back. Just look at Figma.

The software design company soared nearly 300% in its trading debut.

Phil Rosen
Zuck's convinced Wall Street to buy into Meta's AI spending blitz

Zuck's convinced Wall Street to buy into Meta's AI spending blitz

Investors are seeing more returns on Zuckerberg's push for AI dominance.

Phil Rosen
The Fed's biggest revolt in 32 years could begin today

The Fed's biggest revolt in 32 years could begin today

Multiple dissenting FOMC votes could further undermine Jerome Powell.

Phil Rosen
Best Ideas ClubBest Ideas Club
This legacy tech stock is the most under-allocated AI name on the market
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This legacy tech stock is the most under-allocated AI name on the market

Investment strategist Jessica Inskip shares her highest conviction stock for the next 12 months.

Phil Rosen
'Big Short' investor Danny Moses traded the 2008 crash. Here's what he sees coming next.

'Big Short' investor Danny Moses traded the 2008 crash. Here's what he sees coming next.

The legendary investor told Opening Bell Daily what he's most bullish and bearish on for 2025.

Phil Rosen
Wall Street's favorite Big Tech trade is splintering: 3 charts

Wall Street's favorite Big Tech trade is splintering: 3 charts

The Magnificent 7 have diverged into clear winners and losers over the last year.

Phil Rosen
Markets want rate cuts — not a compromised Federal Reserve

Markets want rate cuts — not a compromised Federal Reserve

Acknowledging Powell's errors can happen without undermining Fed independence.

Phil Rosen
A top Fed official is ready to dissent against Powell

A top Fed official is ready to dissent against Powell

Fed Governor Waller just called for an immediate rate cut.

Phil Rosen
Best Ideas ClubBest Ideas Club
Easing regulations can push this discounted financial stock 30% higher
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Easing regulations can push this discounted financial stock 30% higher

Veteran portfolio manager Keith Buchanan shares his highest conviction stock for the next 12 months.

Phil Rosen
Stocks keep breaking records even as the odds for Fed rate cuts fall

Stocks keep breaking records even as the odds for Fed rate cuts fall

Resilient economic data continues to fuel investor bullishness.

Phil Rosen
Investors don't want Trump to fire Powell

Investors don't want Trump to fire Powell

Markets reacted negatively to reports the president could relieve the Fed Chair.

Phil Rosen
Nvidia props up the entire stock market and it's still getting bigger

Nvidia props up the entire stock market and it's still getting bigger

Shares hit a record high Tuesday and now account for 8% of the S&P 500.

Phil Rosen
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