Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — December 24, 2025
Today’s podcast episode was created from the following stories:
Buffett’s $24 Billion Selling Spree: The 6 Stocks Berkshire Hathaway Dumped
Berkshire Hathaway sold over $24 billion of stock in the first nine months of 2025, trimming Apple, Bank of America, VeriSign, DaVita, D.R. Horton, and Nucor in Q3. The activity points to a de‑risking stance and profit‑taking ahead of Buffett’s CEO handoff to Greg Abel, including a large Apple trim and a VeriSign sale to stay below 10% ownership. The signal: Berkshire is building cash and waiting for better valuations.
Market Wrap: Sensex dips 42 pts, Nifty holds above 26,150 as IT stocks retreat, halting 2-day rally
Indian equities ended largely flat as IT stocks pulled back, with the Sensex down 42 points and the Nifty near 26,177 amid foreign investor selling. Select cement names outperformed on merger news, the rupee firmed, and traders watched evolving Fed‑cut odds against volatile commodities. With year‑end catalysts thin, attention shifts to upcoming earnings and global policy signals.
Meesho shares slide 21% in 3 days, after more than doubling in post-IPO surge. What’s behind the decline?
After a 110% post‑IPO surge, Meesho fell 21% over three sessions as low free float and short‑covering unwound, amplifying profit‑taking. Brokerages like UBS remain constructive, citing an asset‑light model and strong user growth potential, though near‑term volatility is likely. The key question is positioning, not fundamentals, as scarcity dynamics normalize.
Will MUFG’s 20% stake propel Shriram Finance to new all-time highs?
Shriram Finance hit record highs after MUFG agreed to acquire a 20% stake, prompting multiple brokerages to raise targets. Analysts see the investment as book‑accretive, lowering funding costs and accelerating diversification beyond commercial vehicle lending, though ROE may dip near term. The tie‑up also brings global banking expertise to support execution.
ET 500 Wealth Creators: Who topped the charts and who suffered losses?
Gabriel India led wealth creators with more than 2.5x returns, followed by Force Motors at 148.4% in the year to November 2025. On the losing side, Siemens, Tata Motors Passenger Vehicles, and Jindal Saw saw sharp market‑cap erosion tied to portfolio changes and demand pressures. The rankings reflect percentage changes in average market cap from Nov 2024 to Nov 2025 for firms above ₹5,000 crore.
Bitcoin Trails Gold and Copper, as ‘Fear and AI’ Trade Lifts Tangible Assets
Gold and copper have dominated 2025, up roughly 70% and 35% respectively, while bitcoin is down 6% despite favorable narratives. Analysts cite a flight to tangible assets and strong sovereign demand for gold, with BTC lacking a comparable institutional bid as AI‑linked metals rally. Some see BTC consolidating for a later move, but the falling copper‑to‑gold ratio underscores a late‑cycle, fragile expansion.
MongoDB: The Great(est) AI Turnaround Story of 2025
MongoDB staged a dramatic rebound with Atlas growth reaccelerating to ~30%, free cash flow surging, and raised guidance lifting sentiment and shares. A well‑timed CEO transition to CJ Desai and a consumption‑based model aligned with AI workloads strengthened the case that MongoDB is foundational AI infrastructure. Execution plus positioning turned it from a mid‑year laggard into one of software’s standouts.
