Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — October 30, 2025
Today’s podcast episode was created from the following stories:
Nvidia hits $5T market cap as bitcoin now trails U.S. equities year to date
By James Van Straten, AI Boost | Edited by Stephen Alpher | Published: October 29, 2025
U.S. equities have overtaken bitcoin year-to-date, with the S&P 500 up 17% and the Nasdaq up 24% as bitcoin cools about 10% below its record high. Nvidia’s AI-fueled surge pushed its market cap above $5 trillion, accounting for roughly 8.3% of the S&P 500 and nearly a fifth of its 2025 gains. The power-law dynamic highlights how AI partnerships and capex are concentrating index performance even as gold leads major assets this year.
Did you miss Broadcom stock’s $51 billion payout?
By Trefis Team | Published: October 29, 2025
Broadcom has returned about $51 billion to shareholders via dividends and buybacks, powered by hefty free cash flow from its semiconductor and infrastructure software franchises. The piece cites strong growth and margins but flags trade-offs: a rich valuation and historical drawdowns that show even quality names can be volatile. For investors, it frames capital returns as attractive, yet best weighed against reinvestment prospects and portfolio diversification.
What’s driving Meta stock higher?
By Trefis Team | Published: October 29, 2025
Meta shares have climbed roughly 5% over the past eight days, adding about $99 billion in market value to reach roughly $1.9 trillion on optimism for AI-driven ad growth ahead of Q3 results. The stock sits about 28.6% above its year-end 2024 level, outpacing the S&P 500’s 2025 return. The article underscores momentum’s allure—while cautioning that winning streaks can reverse quickly without careful analysis.
Ondo brings tokenized U.S. stocks to BNB Chain as market doubles to $700M
By Krisztian Sandor, AI Boost | Edited by Stephen Alpher | Published: October 29, 2025
Ondo Finance is bringing tokenized trading of more than 100 U.S. stocks and ETFs to BNB Chain, opening 24/7 access primarily for non-U.S. investors. The move intensifies competition in tokenized equities and expands reach in Asia and Latin America, where BNB has deep penetration. The tokenized stock market has more than doubled since August to nearly $700 million, with Ondo’s platform already around $320 million in total value locked.
