Opening Bell Daily: Newsletter Archives

The Magnificent 7 are carrying the market like it's 2023 again

Big Tech is staging a catch-up trade against the benchmark index.

Oct 1, 2026

Investors are winning like never before while consumers feel awful

Wall Street and Main Street are breaking different records.

Sep 30, 2026

Nvidia just authorized the largest stock buyback in history

Nvidia added $150 billion to its share repurchase program.

Sep 29, 2026

Why stocks are ignoring bond yields surging to 19-year highs

Morgan Stanley's view of the historic bond market shifts.

Sep 28, 2026

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

Veteran investor Ben Connard's highest-conviction idea for the next 12 months.

Sep 27, 2026

Oracle's $165 billion AI data center is flashing a warning sign

Blue Owl financing is now in question and stocks are falling.

Sep 25, 2026

Investors have gotten used to climbing the wall of worry with bond yields and oil

The 10-year Treasury yield just hit its highest level since right before the Financial Crisis.

Sep 24, 2026

History says investors should not fear Fed rate hikes or record highs

The S&P 500 has a stronger track record than most assume.

Sep 23, 2026

Bitcoin is taking off and the rest of the market knows it

Crypto has shrugged off the lack of legislative success and roared back to life.

Sep 22, 2026

Why the AI buildout won't bring another 1999-like overbuild

One of the leading semiconductor investment strategists in the world believes it's still early.

Sep 21, 2026

This defense stock has a $289 billion backlog and a runway for years of compounding

Veteran investor Kevin Mahn's highest-conviction idea for the next 12 months.

Sep 20, 2026

Investors have already moved on from the Fed's first rate hike in 3 years

The S&P 500 saw its best day in six weeks the day after the policy shift.

Sep 18, 2026