Opening Bell Daily: Newsletter Archives

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

Veteran investor Bill Mann's highest-conviction idea for the next 12 months.

May 31, 2026

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

It seems not even rising inflation can derail the historic bull market.

May 29, 2026

The AI trade runs through a South Korea turning increasingly hawkish

The Bank of Korea sees interest rates rising this year.

May 28, 2026

Micron just hit $1 trillion and it still looks cheap

The Idaho chip company is now the 12th largest in the world.

May 27, 2026

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

The Magnificent 7 don't dominate the market like the consensus believes.

May 26, 2026

AI will actually accelerate software demand and fuel a rebound in this beat-down cybersecurity stock

Veteran investor Lauren Cassidy's highest-conviction idea for the next 12 months.

May 24, 2026

President Trump continues to crown stock market winners

Quantum stocks surged after the White House announced plans to take direct stakes.

May 22, 2026

Nvidia reminded investors it's the only catalyst that really matters

Make that 12 record-breaking quarters in a row.

May 21, 2026

Investors are all-in on stocks. That's historically a contrarian indicator.

Bank of America's fund manager survey hit extreme bullish territory.

May 20, 2026

The bond vigilantes are already trying to force the Fed's hand

Kevin Warsh faces an uphill battle against the bond market.

May 19, 2026

The risks within South Korea's AI trade boost the case for Micron

41,000 Samsung workers are set to go on strike.

May 18, 2026

The 'golden age' of defense will turn this legacy manufacturer into a multi-year compounder

Veteran investor Jay Hatfield's highest-conviction idea for the next 12 months.

May 17, 2026