Phil Rosen is an award-winning financial reporter, author and media operator. He is the co-founder of Opening Bell Daily, the host of Full Signal, and a Fulbright alum.
The entire market is positioned to collect the spoils of the new tech boom.
Dec 16, 2025
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8 min read
The AI-driven boom still has room to run, according to Fundstrat data.
Dec 15, 2025
Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.
Dec 14, 2025
6 min read
Mentions of "AI" on earnings calls for S&P 500 companies just hit a record.
Dec 12, 2025
Three central bankers voted against a 25 basis point rate cut Wednesday.
Dec 11, 2025
Markets widely expect a 25 basis point move lower from the Fed.
Dec 10, 2025
9 min read
Big Tech lagging the market pushes back on the "AI bubble" narrative.
Dec 9, 2025
Unpacking the year-ahead outlooks from the biggest banks and research firms.
Dec 8, 2025
Veteran investor Larry Thompson's highest-conviction idea for the next 12 months.
Dec 7, 2025
The S&P 500 remains near record highs as a cocktail of headwinds threaten the rally.
Dec 5, 2025
The labor market is calling on the Fed to cut rates.
Dec 4, 2025
7 min read
President Trump hinted that Hassett could be next in line at the central bank.
Dec 3, 2025
The political cycle and seasonality could fuel a massive year-end rally.
Dec 2, 2025
The Fed could catalyze two historical tailwinds for asset prices in December.
Dec 1, 2025
Veteran investor Joe Tigay's highest-conviction idea for the next 12 months.
Nov 30, 2025
Seasonality and a Fed rate cut could fuel a December rally.
Nov 28, 2025
The two heavyweight stocks are moving in opposite directions.
Nov 26, 2025
Analysts expect the Magnificent 7 to report higher earnings growth the next four quarters.
Nov 25, 2025
Google has emerged as the AI winner against its Magnificent 7 peers.
Nov 24, 2025
Veteran investor Matt Salle's highest-conviction idea for the next 12 months.
Nov 23, 2025
The latest jobs data muddied rate cut odds for next month.
Nov 21, 2025
Jensen Huang gave the AI trade permission to keep smashing records.
Nov 20, 2025
The AI trade hinges on lofty expectations built around a single company.
Nov 19, 2025
Consumer sentiment continues to fall as asset prices rise.
Nov 18, 2025
The asset has only had three negative years since 2010.
Nov 17, 2025
