Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 11/23/2025
Today’s podcast episode was created from the following stories:
Ross Stores stock had its best week ever. Here’s why.
By Justin Estes — November 22, 2024
Ross smashed Q3 expectations (EPS $1.58 vs. $1.42; sales +10%, comps +7%) while foot traffic jumped 9.4%, prompting higher guidance, new store openings, and continued buybacks. As consumers trade down amid weak sentiment and sticky prices, off-price retail is proving a safe haven. The setup heading into the holidays looks constructive for value-focused chains.
ARK Invest wraps up week with Bitcoin ETF, Bullish, Circle, BitMine buys
By Amin Haqshanas — November 22, 2025
ARK ramped up crypto exposure across Bullish, BitMine, Circle, Robinhood, and added to ARKB despite near-record outflows from US spot Bitcoin ETFs and a sharp BTC drawdown. The buys follow a week of sizable allocations to Coinbase and even Nvidia, signaling conviction in crypto and AI infrastructure through volatility. For listeners, it’s a reminder that some institutions are leaning into weakness.
The stock market’s new most-hated word is pummeling the AI trade
By William Edwards — November 22, 2025
Fears that costly GPUs will depreciate in 2–3 years instead of 5–6 are weighing on AI-heavy tech, with bears like Michael Burry warning of outsized depreciation expenses that could hit earnings. Others, including Bernstein’s Stacy Rasgon, counter that six-year lives remain reasonable, highlighting a growing split on AI capex sustainability. The debate is adding fuel to an already fragile AI trade.
These are the 3 biggest stocks in Alphabet’s secret portfolio
By Rich Duprey — November 22, 2025
Alphabet’s venture arms hold sizable public stakes in AST SpaceMobile, Planet Labs, and Arm—bets that align with Android connectivity, geospatial intelligence, and efficient AI chips. The positions showcase a strategy of funding adjacent infrastructure that could bolster Google services and Cloud economics. For investors, it’s a window into where Big Tech sees the next leg of growth.
Bitcoin treasuries to move beyond HODL to yield, hedging and share buybacks as NAV discount bites
By Krisztian Sandor, AI Boost | Edited by Cheyenne Ligon — November 22, 2025
With many bitcoin-treasury stocks trading below the value of their BTC, analysts argue it’s time to move past pure HODL and adopt policies for conservative yield, downside hedging, and counterparty diversification. Some even advocate selling a slice of BTC to fund buybacks and close persistent NAV discounts. The message: shift from accumulation to disciplined stewardship.
