Opening Bell Daily: Newsletter Archives

The memory shortage driving Micron's boom just made your MacBook more expensive

The AI bull market has pushed Apple and Microsoft to raise prices on their products.

Jun 26, 2026

Micron saved the stock market by quadrupling revenue

Micron earnings beat Wall Street estimates and quieted AI bubble fears.

Jun 25, 2026

Boring stocks won the same day AI memory names crashed

Defensive blue-chips rallied through fears of a popping tech bubble.

Jun 24, 2026

Google looks even cheaper after its top AI researchers departed to competitors

Anthropic and OpenAI each added researchers from Google DeepMind.

Jun 23, 2026

The AI boom drives a new wave of triple-digit stock winners

28 of 34 of stocks up over 100% the last year are tied to AI.

Jun 22, 2026

The beat-down bank stock is set to compound back to its 2008-highs

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

Jun 21, 2026

Kevin Warsh plans to keep markets guessing the Fed's next move

The FOMC statement shrunk by two-thirds compared to last time.

Jun 18, 2026

Kevin Warsh doesn't need to hike rates to spook the market

Any sign of a hawkish tilt could deflate the AI trade.

Jun 17, 2026

Peace in Iran takes the brakes off an already-hot AI trade

The biggest and only theme of the year is accelerating.

Jun 16, 2026

The smallest stocks in the market are signaling the bull run isn't over

The Russell 2000 hit a record high the same day SpaceX went public.

Jun 15, 2026

This overlooked AI storage stock could surge 64% as data centers scramble for memory

Veteran investor Adam Patti's highest-conviction idea for the next 12 months.

Jun 14, 2026

Everything to know about the SpaceX IPO

The biggest public markets splash in history arrives today.

Jun 12, 2026