Opening Bell Daily: Newsletter Archives

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

Wall Street is buying the 'White House put' on rare earths

President Trump unveiled Project Vault to de-risk from China.

Feb 3, 2026

Kevin Warsh can't single-handedly reverse the debasement trade

Gold, silver and bitcoin have tumbled since President Trump made his Fed pick.

Feb 2, 2026

This little-known micro-cap stock could jump 341% as it transforms retail shopping

Veteran investor Justin Deutsch's highest-conviction idea for the next 12 months.

Feb 1, 2026

Apple and Microsoft reveal the split in the Big Tech trade

Apple boomed and Microsoft dipped as the two reported earnings results.

Jan 30, 2026

Jerome Powell isn't budging on rates or politics

With rates on hold, the Fed Chair said little to juice headlines.

Jan 29, 2026

The Fed won't cut rates but a falling dollar is still easing financial conditions

No rate cut for January doesn't mean a weaker dollar can't loosen things up.

Jan 28, 2026

Earnings surprises won't drive the next leg of the bull market

The S&P 500's path hinges on whether investors keep paying for high valuations.

Jan 27, 2026

Latin America looks like a winning risk-on trade for 2026

The LatAM ETF we made a bullish call on has gained 13.5% in 3 weeks.

Jan 26, 2026

This misunderstood biotech stock could re-rate 80% in 2026

Veteran investor Lou Basenese's highest-conviction idea for the next 12 months.

Jan 25, 2026

Small-cap stocks are killing the recession narrative

A booming Russell 2000 is flashing an all-clear signal for the macro outlook.

Jan 23, 2026

President Trump made the stock market swing more than 1% two days in a row

Start-and-stop tariffs have roiled markets once again.

Jan 22, 2026