Opening Bell Daily: Newsletter Archives

Wall Street has changed its mind about Big Tech's AI spending

Massive capex plans no longer seem to drag stock prices lower.

Aug 7, 2026

Boring stocks keep going up. Just look at the Dow.

The boring Dow is almost beating the tech-heavy Nasdaq.

Aug 6, 2026

Small-cap stocks are winning the AI trade and Wall Street isn't paying attention

The Russell 2000 just hit an all-time high.

Aug 5, 2026

The Magnificent 7 erased months of flat returns with a massive one-day jump

All but one of the seven names rallied big to start the week.

Aug 4, 2026

The S&P 500's weakest stretch of the year starts now

August and September are the only months that average negative returns historically.

Aug 3, 2026

This dividend giant's rising cash flows make it an attractive compounder for years to come

Veteran investor David Bahnsen's highest-conviction idea for the next 12 months.

Aug 2, 2026

Wall Street loves Amazon burning cash but can't stand Apple's discipline

Investors see Amazon earning the right to spend like crazy.

Jul 31, 2026

Kevin Warsh wants investors to stop watching the Fed

The Fed held interest rates steady as expected.

Jul 30, 2026

The chip trade is collapsing while the average stock keeps breaking records

The equal-weight S&P 500 is soaring while the AI trade loses steam.

Jul 29, 2026

The Magnificent 7 trade has worked less and less the last 3 years

55 percentage points separate the strongest and weakest Mag 7 now.

Jul 28, 2026

Financials look like the catch-up trade for the second half of 2026

Top portfolio managers and strategists are turning bullish on this unloved sector.

Jul 27, 2026

This asset management stock could surge 45% as the market catches up to its technology upside

Veteran investor Jason Ware's highest-conviction idea for the next 12 months.

Jul 26, 2026