Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — December 22, 2025
Welcome back to the show. Today’s podcast episode was created from the following stories:
‘Big Short’ trader Danny Moses warns investors the AI bubble is real, and shares his playbook for staying ahead in the market
By Samuel O’Brient — December 21, 2025
Danny Moses sees strong dot-com era parallels in today’s AI trade and urges investors to be selective rather than outright bearish. His playbook favors dominant cash-generating platforms like Amazon, Google, Meta, and Microsoft, while flagging higher-risk names and balance-sheet constraints elsewhere (including concerns around Oracle and volatile AI suppliers). He also highlights uranium as a long-term AI infrastructure theme, with timelines that may lag investor expectations.
‘Focus on disciplined execution’: Viren Shetty on Narayana Health’s expansion
By Venkatesha Babu, Aishwarya Kumar — December 21, 2025
Narayana Health plans to deploy 80–90% of capital into hospital infrastructure, with major capacity additions expected closer to FY28 as greenfield and large brownfield projects progress. The company is cautious on aggressive M&A valuations, scaling clinics via a demerged unit, and building its direct-to-customer insurance model at a measured pace. International efforts, including the UK acquisition, focus first on stabilization and service-line expansion.
Market trading guide: Buy Hindustan Copper and Shriram Finance on Monday for up to 6% upside — here’s why
By Shivendra Kumar — December 21, 2025
Technicals improved after Nifty’s breakout from a falling wedge and a reclaim of the 21-day EMA, with 26,000 flagged as a key level. Two tactical ideas: Hindustan Copper (target ₹410; stop ₹375) on volume-backed breakout strength, and Shriram Finance (target ₹960; stop ₹870) following a pennant breakout and positive MACD crossover. Traders are watching 25,900 as immediate support and 26,300 as the next upside objective on a decisive move above 26,000.
Top 10 biggest wealth creators: Which stocks made investors richest in 5 years? Check here
By Riya Sharma — December 21, 2025
Motilal Oswal’s 2025 Wealth Creation Study finds India’s top 100 companies created ₹148 trillion over five years (38% CAGR), with Bharti Airtel, ICICI Bank, and SBI leading the pack. The top 10 also features Bajaj Finance, L&T, ITC, HCL Tech, Sun Pharma, M&M, and NTPC, reflecting broad-based gains across telecom, financials, infra, FMCG, IT, healthcare, autos, and power. The list underscores how sector leadership and earnings resilience drove outsized shareholder value post-pandemic.
Promoters cash out in 2025: Airtel, IndiGo among stocks that witnessed highest selling up to ₹44,000 crore
By ETMarkets.com — December 21, 2025
Promoter selling hit a record ₹1.5 lakh crore in 2025, the third straight year above ₹1 lakh crore, with headlines led by Bharti Airtel (~₹44,700 cr) and IndiGo (~₹14,500 cr). While elevated stake sales can worry investors, the report notes a nuanced picture with varied motivations and outcomes across names such as AWL Agri, Vishal Mega Mart, Sagility, Bajaj Finserv, Mphasis, Aptus, Cohance, and Hindustan Zinc. The activity highlights liquidity events amid strong market performance and sector-specific catalysts.
U.S. stock market prediction: Can AI stocks Nvidia, Oracle bring Christmas holiday cheer for the S&P 500, Nasdaq, Dow Jones on Monday? Key points to know
By Global Desk — December 21, 2025
With the S&P 500 up over 15% year-to-date, holiday-week trading turns on two familiar themes: AI capex scrutiny and shifting expectations for 2026 Fed cuts. Nvidia and Oracle rebounded into the weekend, while tame inflation data helped stabilize sentiment after data-center spend worries weighed on tech. Index breadth and AI earnings payback timelines remain the swing factors as traders navigate a seasonally thin tape.
