Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 11/12/2025
Today’s podcast episode was created from the following stories:
SoftBank cashes out $5.8bn Nvidia stake to pay for OpenAI bet
SoftBank sold roughly 32 million Nvidia shares for about $5.83 billion to help fund a larger push into OpenAI, which management says could require more than $30 billion. The move comes as SoftBank’s profits surged, aided by Vision Fund gains, underscoring its aggressive pivot toward AI. It’s a notable capital rotation from chip exposure into AI infrastructure and models despite broader debate over an AI bubble.
Should you hold Intuitive Surgical (ISRG)?
Alger Spectra Fund’s latest letter spotlights Intuitive Surgical, the leader in robotic-assisted surgery. The note highlights steady demand for minimally invasive procedures while acknowledging ongoing valuation debates. For investors, the focus is on procedure growth and system placements versus pricing and capital cycle risks.
Nykaa looks promising, Trent remains a risky bet: Ambareesh Baliga
Baliga is constructive on India’s beauty and personal care growth, noting Nykaa’s improving profitability, but is cautious on Trent due to potential pressure from same-store sales. He advises patience on power-ancillary names like Transformers and Rectifiers given cash flow strains and rising working capital. A pullback in Transrail Lighting may reflect broader sector execution issues rather than a single-company problem.
Wall Street’s biggest bull reveals what investors got wrong this year
One of the Street’s most optimistic strategists argues investors underestimated economic resilience and misread shifting sector leadership. Many overreacted to pullbacks instead of following earnings and market breadth. The lesson: align positioning with durable growth drivers rather than short-term headlines.
BASF targets Frankfurt exchange for agricultural business listing
BASF plans to list its agricultural business in Frankfurt as part of a broader portfolio streamlining, setting up the unit for independent growth. The carve-out could unlock value and attract focused investors, though offering size and timing details remain undisclosed. It’s another sign of European industrials reshaping portfolios to pursue higher-return core areas.
