Phil Rosen

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.

This beat-down investment stock is now cheap with the market mispricing the narrative

Veteran investor David Bahnsen's highest-conviction idea for the next 12 months.

Mar 22, 2026

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5 min read

The Iran war is about to show up in corporate earnings

Key companies like FedEx and Delta have already flashed warning signs.

Mar 20, 2026

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7 min read

The Fed's been fixated on inflation long before the oil shock

Rising price pressures from the Middle East conflict complicates the outlook.

Mar 19, 2026

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10 min read

The Fed's new outlook will have a short shelf life

Policymakers will release a new dot plot that could get stale quickly.

Mar 18, 2026

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8 min read

Jensen Huang just told the world how massive the AI trade really is

Nvidia's CEO called out $1 trillion in demand through 2027 for the company's chips.

Mar 17, 2026

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6 min read

The biggest Fed story right now has nothing to do with the FOMC meeting

Markets largely ignored a key court ruling that impacts the outlook for rates.

Mar 16, 2026

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7 min read

This misunderstood royalty stock is tied to oil — and Warren Buffett bought it as a teenager

Veteran investor Blake Millard's highest-conviction idea for the next 12 months.

Mar 15, 2026

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7 min read

Financial stocks are flashing a warning sign on private credit

Market fears have dragged the financials sector to six losing sessions in a row.

Mar 13, 2026

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7 min read

Big Tech is no longer why the stock market looks expensive

The S&P 500 premium is no longer just about the Magnificent 7.

Mar 12, 2026

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6 min read

Software's worst sell-off in decades looks overblown

Wedbush's Dan Ives expects the sector to rebound.

Mar 11, 2026

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7 min read

President Trump hijacked oil markets with social media diplomacy

Monday saw the most volatile swings in crude prices on record.

Mar 10, 2026

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7 min read

This Saudi ETF could rebound from 5-year lows as the Iran oil shock hits

The Middle East conflict introduces a bullish contrarian investment idea.

Mar 9, 2026

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6 min read

This logistics stock will boom as AI grows its operating leverage exponentially

Veteran investor Kirk McDonald's highest-conviction idea for the next 12 months.

Mar 8, 2026

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6 min read

Oil prices could turn the Iran war into a consumer slowdown

Rising crude prices threaten households that have already faced affordability pressures.

Mar 6, 2026

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7 min read

Oil prices could hold the secret to the next stock market rally

War headlines shroud the historical signal for war-time portfolio returns.

Mar 5, 2026

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7 min read

Energy stocks are now winning from both the AI boom and Iran conflict

The S&P 500 Energy sector is up 27% year-to-date, outperforming by a landslide.

Mar 4, 2026

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8 min read

Israel's stock market keeps breaking records as investors bet on stability

Israel's benchmark index has returned more than 66% over the last year.

Mar 3, 2026

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7 min read

Oil markets aren't betting on a prolonged conflict in Iran

The US-led military operation isn't expected to catalyze a crude supply shock.

Mar 2, 2026

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7 min read

This natural gas giant is set to outperform as it builds the power grid for AI

Veteran investor Rob Thummel's highest-conviction idea for the next 12 months.

Mar 1, 2026

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5 min read

Wall Street is already cheering AI-driven layoffs

Shares of Block soared 24% after it announced cutting nearly half its workforce.

Feb 27, 2026

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7 min read

It's been 28 quarters since Nvidia last disappointed Wall Street on revenue

The chip giant beat revenue estimates once again in its latest earnings.

Feb 26, 2026

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6 min read

Nvidia reports earnings as the only Magnificent 7 stock up more than 1%

Markets will take the results as a barometer of the entire AI theme.

Feb 25, 2026

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7 min read

AI was the reason to buy stocks. Now it’s the reason to sell.

It flipped from the market’s biggest tailwind to its newest systemic risk.

Feb 24, 2026

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8 min read

The AI trade now favors the physical over digital

Wall Street ditched software for energy, materials and industrials.

Feb 23, 2026

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7 min read

This robotics stock could boom as it dominates the crossroads of AI and healthcare

Veteran investor Tom Hulick's highest-conviction idea for the next 12 months.

Feb 22, 2026

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5 min read

Phil Rosen

This beat-down investment stock is now cheap with the market mispricing the narrative

The Iran war is about to show up in corporate earnings

The Fed's been fixated on inflation long before the oil shock

The Fed's new outlook will have a short shelf life

Jensen Huang just told the world how massive the AI trade really is

The biggest Fed story right now has nothing to do with the FOMC meeting

This misunderstood royalty stock is tied to oil — and Warren Buffett bought it as a teenager

Financial stocks are flashing a warning sign on private credit

Big Tech is no longer why the stock market looks expensive

Software's worst sell-off in decades looks overblown

President Trump hijacked oil markets with social media diplomacy

This Saudi ETF could rebound from 5-year lows as the Iran oil shock hits

This logistics stock will boom as AI grows its operating leverage exponentially

Oil prices could turn the Iran war into a consumer slowdown

Oil prices could hold the secret to the next stock market rally

Energy stocks are now winning from both the AI boom and Iran conflict

Israel's stock market keeps breaking records as investors bet on stability

Oil markets aren't betting on a prolonged conflict in Iran

This natural gas giant is set to outperform as it builds the power grid for AI

Wall Street is already cheering AI-driven layoffs

It's been 28 quarters since Nvidia last disappointed Wall Street on revenue

Nvidia reports earnings as the only Magnificent 7 stock up more than 1%

AI was the reason to buy stocks. Now it’s the reason to sell.

The AI trade now favors the physical over digital

This robotics stock could boom as it dominates the crossroads of AI and healthcare

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