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Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.

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

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

Phil Rosen

Jun 8, 2026

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

Best Ideas Club

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

Phil Rosen
LockSimple

Jun 7, 2026

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

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

Phil Rosen

Jun 5, 2026

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

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

Phil Rosen

Jun 4, 2026

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

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

Phil Rosen

Jun 3, 2026

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

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

Phil Rosen

Jun 2, 2026

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

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

Phil Rosen

Jun 1, 2026

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

Best Ideas Club

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

Phil Rosen
LockSimple

May 31, 2026

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

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

Phil Rosen

May 29, 2026

The AI trade runs through a South Korea turning increasingly hawkish

The AI trade runs through a South Korea turning increasingly hawkish

Phil Rosen

May 28, 2026

Micron just hit $1 trillion and it still looks cheap

Micron just hit $1 trillion and it still looks cheap

Phil Rosen

May 27, 2026

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

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

Phil Rosen

May 26, 2026

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Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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