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Opening Bell Daily

Phil Rosen

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.

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Latest Issues

This asset management stock could surge 45% as the market catches up to its technology upside

Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.

This week we interviewed Jason Ware, chief inve...

15 hours ago
Paid

Collapsing recession odds fuel asset prices more than the AI boom

Happy Friday, investors. Wall Street is wrapping up the week watching its biggest AI spenders go down while the picks-and-shovels name rally once again, a pattern that’s become familiar over the last six months.

Today we’re zooming out to...

3 days ago

Alphabet just burned cash for the first time ever

Good morning, investors. Big Tech earnings are officially underway and Alphabet stepped up to the plate first and made history in the process.

Let’s dive in.

💡Reader note: If you find this newsletter valuable, you can help shape its futu...

4 days ago

Semiconductor companies are betting that their hyperscaler customers never economize

Good morning, investors. Micron surged double-digits Tuesday after Morgan Stanley doubled its price target to $1,050 and so pulled the entire chip trade out of its worst week in months.

It was only one day ago that the AI narrative had fe...

5 days ago

The Magnificent 7 are out of favor but they still dominate earnings season

Good morning, investors. In December, veteran strategist Jay Woods joined me on Full Signal and said it’s time to rebrand the Mag 7 as the “Lag 7,” and that call has largely been right in the market’s view.

But lagging share prices haven’...

6 days ago

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