Opening Bell Daily: Newsletter Archives

Nvidia is expected to beat earnings for the 13th time in 14 quarters

The world's most important stock takes center stage.

Aug 26, 2026

What to know about Bessent's new economic war on Iran

The Treasury Secretary unveiled the next phase of the US-Iran conflict.

Aug 25, 2026

3 charts explain how Scott Bessent reminded markets the debasement trade will never end

Gold, bitcoin, silver and platinum are all surging alongside bond yields.

Aug 24, 2026

This tiny industrial stock could more than triple as 3D printing hits an inflection point

Veteran investor Randy Baron's highest-conviction idea for the next 12 months.

Aug 23, 2026

Scott Bessent's bond market intervention revives the debasement trade

Washington is signaling it cannot live with 5% bond yields.

Aug 21, 2026

Moderna just gained $44 billion in value in a few hours

The biotech company announced a new breakthrough in cancer treatment.

Aug 20, 2026

Industrials aren't the new technology sector. They could be something better.

The group combines physical AI and defense, the two biggest themes of the year.

Aug 19, 2026

Retail earnings now say more about the stock market than everyday consumers

Consumer barometers are increasingly a gauge of equity investors.

Aug 18, 2026

Stocks haven't been this expensive since the dot-com boom but that doesn't mean AI is a bubble

Classic bubble indicators may not fit new-age market dynamics.

Aug 17, 2026

This aerospace supplier could surge double-digits as defense and space demand goes supersonic

Investment writer Josh Schafer's highest-conviction idea for the next 12 months.

Aug 16, 2026

Stocks keep breaking records through unusually calm trading

Wall Street's fear gauge hovers below their 10-year average as stocks hit records.

Aug 14, 2026

Inflation doesn't bother investors like it used to. It's all about AI now.

AI earnings move markets far more than incremental changes in macro data.

Aug 13, 2026