Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 12/11/2025
Today’s podcast episode was created from the following stories:
Three Surprising Stocks Have Outpaced All Aerospace Peers This Year
Some unexpected names — Ondas, Astronics, and Rheinmetall — have led aerospace and defense performance this year. Their outperformance highlights how niche suppliers and defense-aligned businesses can take the lead even when megacaps dominate headlines. For investors, it’s a reminder to scan beyond the usual suspects for specialized growth and defense-driven demand.
Industrials Stocks Have Been Red-Hot This Year — Mostly. One Analyst Explains Which Stocks to Buy and Which to Avoid
Industrials have rallied hard this year, but it remains a stock picker’s market, according to Wolfe Research’s Nigel Coe. Dispersion between winners and laggards is widening, making valuation discipline and earnings visibility critical. The takeaway: focus on balance-sheet strength and durable demand rather than buying the entire sector.
BTC, ETH, SOL, ADA Pull Back Ahead of Fed Meeting Where Rate-Cuts Expected
Bitcoin briefly topped $94,000 before slipping, as traders braced for a pivotal Fed decision and thin liquidity left smaller tokens vulnerable. Realized volatility spiked above implied, a crossover that has sometimes coincided with bottoms, while the key technical test is whether BTC can reclaim the $94,000–$96,000 band after Powell’s remarks. Altcoins saw mixed action with modest pullbacks in Asian hours as traders took profits.
Energy, telecom continue to draw foreign flows in Nov
Foreign investors funneled capital into India’s telecom (₹4,913 crore) and oil & gas (₹4,177 crore) sectors in late November, extending a multi-month trend aided by block deals in Bharti Airtel and interest around Reliance-linked businesses. FMCG saw the largest outflows (₹2,722 crore), with automobiles also facing profit-taking on stretched valuations. The rotation favors earnings resilience and pricing power amid shifting macro conditions.
Superstate Rolls Out Direct Stock Issuance for Public Companies on Ethereum, Solana
Superstate launched a Direct Issuance Program letting SEC-registered public companies issue tokenized shares directly on Ethereum and Solana in exchange for stablecoins. Settlement and shareholder records update in real time via a registered transfer agent, with the first issuers expected next year. It’s another step toward mainstream tokenization aimed at cutting costs and speeding up capital raising.
