Opening Bell Daily: Newsletter Archives

McDonald's and Whirlpool just flashed the same consumer warning

Two different types of everyday Americans are pulling back on spending.

May 8, 2026

The record-breaking stock rally is built on 2 assumptions

The AI trade and geopolitical turmoil are running parallel to one another.

May 7, 2026

Wall Street has turned historically optimistic on earnings

Analysts made their biggest increase in earnings estimates in 5 years.

May 6, 2026

Palantir just showed investors how the Iran war premium shows up on a balance sheet

Palantir notched its strongest growth since debuting in public markets in 2020.

May 5, 2026

The data make a clear case against Wall Street's "Sell in May" cliche

The S&P 500 enters is weakest seasonality stretch of the year.

May 4, 2026

This tiny logistics stock could rally 61% as volatile energy markets boost margins

Veteran investor R. George Pickral's highest-conviction idea for the next 12 months.

May 3, 2026

Apple is betting that hardware will win the AI era

Apple reported its first earnings since CEO Tim Cook announced his exit.

May 1, 2026

Alphabet just became the Magnificent 7's new AI benchmark

Google stock went up while Meta, Amazon, and Microsoft fell immediately after earnings.

Apr 30, 2026

This 1 earnings stat points to plenty more record highs for the S&P 500

Net margins are hitting their highest level in nearly two decades.

Apr 29, 2026

Without Nvidia, the Mag 7 look like the slow stocks in the S&P 500

Microsoft, Alphabet, Meta, Amazon and Apple report earnings this week.

Apr 28, 2026

The AI trade has split in 2 and only one side is working

The divergence between semiconductor and software stocks tell the story.

Apr 27, 2026

This beat-down AI infrastructure stock could double as enterprises race to automate

Veteran investor Michael Monaghan's highest-conviction idea for the next 12 months.

Apr 26, 2026