Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 6, 2025
Today’s podcast episode was created from the following stories:
Why ‘Big Short’ investor Michael Burry is posting ‘Star Wars’ memes and betting big against Nvidia and Palantir
Source | By Theron Mohamed — November 5, 2025
Michael Burry resurfaced on X to warn that the AI boom shows hallmarks of a bubble, drawing parallels to past tech manias and highlighting soaring capex and circular dealmaking. He backed the view with large put positions against Nvidia and Palantir, bets that could pay off if growth disappoints but risk being steamrolled by momentum. His message: in some markets, the only winning move may be not to play.
SoftBank shares plunge 10% as Asian AI-linked stocks slide on valuation jitters
Source | By Unknown — November 5, 2025
SoftBank tumbled alongside a broad selloff in Asia’s AI-exposed names as investors questioned stretched valuations after weakness in U.S. peers. The move underscores how crowded positioning can amplify downside when sentiment turns.
AMD stock drops after earnings beat. What’s worrying Wall Street
Source | By Unknown — November 5, 2025
Despite topping estimates, AMD shares slipped as investors focused on the outlook rather than the headline beat. Concerns about the pace of growth and near-term visibility outweighed solid reported results.
Wall Street’s most accurate analysts spotlight 3 materials stocks delivering high-dividend yields
Source | By Unknown — November 5, 2025
Analysts highlighted income opportunities in the materials sector, pointing to high free-cash-flow companies with attractive dividend yields. For investors seeking ballast amid volatility, these names offer potential total return through both payouts and defensiveness.
Jim Cramer recommends these 4 AI stocks, says ‘wise speculation’ can change your life
Source | By Unknown — November 5, 2025
Jim Cramer urged younger investors to selectively own individual AI leaders rather than default only to index funds. He framed it as “wise speculation” — calculated risk-taking in quality names that can compound if the thesis plays out.
Private payrolls rebound in October, adding 42,000 jobs, ADP says
Source | By Unknown — November 5, 2025
ADP reported a 42,000 gain in private payrolls for October, hinting at a modest reacceleration in hiring. Markets watch ADP as a directional cue for the official jobs report, with breadth across sectors suggesting resilient demand for labor.
US to keep note and bond sales steady for at least several quarters
Source | By Unknown — November 5, 2025
Treasury plans to hold coupon issuance steady, providing supply predictability for rate markets. A stable calendar may help temper volatility across the curve as investors digest growth, inflation, and policy signals.
BofA vows to boost profit, limit spending as stock trails peers
Source | By Unknown — November 5, 2025
Bank of America pledged tighter cost control and a renewed push on profitability to close its performance gap with competitors. The strategy balances investing in technology with expense discipline to restore investor confidence.
‘Casino-like’ market powers Robinhood to 450% gain in Trump era
Source | By Unknown — November 5, 2025
Robinhood’s surge reflects a boom in retail trading, driven by commission-free access and speculative waves in meme and momentum names. The shift democratized participation but also raised questions about risk, education, and market stability.
Best large & midcap funds to invest in November 2025
Source | By ET Online — November 5, 2025
ETMutualFunds shortlisted large & midcap schemes using rolling returns, the Hurst exponent for consistency, downside risk, Jensen’s Alpha, and minimum asset size. These funds suit investors willing to take moderately higher risk for balanced exposure to stability from large caps and growth from mid caps.
XPeng says it plans to launch three self-developed robotaxis in 2026, the first Chinese EV maker to do so, using in-house chips and its own software system
Source | By Unknown — November 5, 2025
XPeng aims to debut three robotaxis in 2026 with fully in-house hardware and software, targeting end-to-end control of the autonomous stack. The plan positions the company as a technology leader among Chinese automakers pushing into commercial autonomy.
What the conventional economic wisdom is missing
Source | By Joseph H. Davis — November 5, 2025
Joseph H. Davis argues that simultaneous record highs in gold and tech point to looming structural shifts that consensus forecasts may be overlooking. The unusual tandem suggests investors are hedging multiple futures at once, from productivity leaps to inflation persistence.
Tesla’s German car sales more than halved in October
Source | By Unknown — November 5, 2025
Tesla’s sales slump in Germany highlights intensifying competition and shifting demand in a critical European market. The setback adds pressure to execution just as legacy automakers and local EV rivals scale up.
