Opening Bell Daily: Newsletter Archives

Investors haven't bought into Amazon's $200 billion bet on AI

The ambitious infrastructure spending plan led to the stock's worst stretch in decades.

Feb 18, 2026

The Magnificent 7 are lagging the rest of the S&P 500 to start 2026

The rotation out of Big Tech is happening in real time.

Feb 17, 2026

This mega-cap has lagged the AI trade but it's set to dominate the mass-adoption phase

Veteran investor Jessica Inskip's highest-conviction idea for the next 12 months.

Feb 15, 2026

The AI fears that hit software and financials just dragged trucking stocks

Freight and logistics companies saw share prices tank after another AI tool debuted.

Feb 13, 2026

The labor market keeps flashing mixed signals

January was either a great or terrible start to the year for jobs, depending on the data.

Feb 12, 2026

New AI tools are forcing markets to pick winning and losing sectors in real time

Financial services stocks tanked a week after the software sell-off.

Feb 11, 2026

Wall Street is positioned for average economic growth even as productivity booms

Productivity gains and capital spending are fueling a new Roaring 20s.

Feb 10, 2026

Dow 50,000 isn't the only bullish signal that's flashing

Commodities and global equities all point to a broad expansion.

Feb 9, 2026

This niche data center 'picks and shovels' play has 35% upside

Veteran investor Brian Mulberry's highest-conviction idea for the next 12 months.

Feb 8, 2026

The US hasn't started a year with layoffs like this since the Great Recession

The worst January for job cuts since 2009.

Feb 6, 2026

The software apocalypse is dragging the entire stock market

Fast-improving AI tools are fueling negative sentiment on legacy software players.

Feb 5, 2026

Walmart added most of its $1 trillion market value in the last 2 years

The retailer joins Nvidia, Apple and other tech names in the exclusive club.

Feb 4, 2026