Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — January 5, 2026
Today’s podcast episode was created from the following stories:
US Stocks Had a Remarkable 2025, but International Markets Did Much Better
Author: Not specified | Date: January 4, 2026
Global equities outside the U.S. outpaced the S&P 500 last year, with the MSCI ACWI ex-USA gaining 29.2% versus the S&P 500’s 16.39%. The article credits Asia’s AI-driven momentum as a key tailwind, underscoring the case for diversifying equity exposure beyond U.S. borders. For investors, 2025’s dispersion highlights the value of a balanced global allocation.
Source: Read the full article
Aselsan Surges to Record Valuation, Outpacing Global Defense Giants
Author: Not specified | Date: January 4, 2026
Turkey’s Aselsan jumped 220% in 2025, becoming the first Borsa Istanbul company to surpass a ₺1 trillion market cap and entering the world’s top 20 defense firms. Growth was fueled by advanced radar, EW, electro-optical, and AI-enabled platforms, alongside expanding exports to 95 countries. The move mirrors a broader global rally in defense names, with notable gains across Europe, the U.S., and Asia.
Source: Read the full article
Metro-North Fares Are Going Up: Here’s How Much Prices Will Increase on the Hudson Line
Author: Not specified | Date: January 4, 2026
Metro-North is raising ticket prices on the Hudson Line, with the increases tied to broader system changes aimed at improving service and covering higher operating costs. The article outlines effective timing and specific price adjustments for commuters and occasional riders. Travelers are encouraged to review the full fare schedule to understand how the changes affect their budgets.
Source: Read the full article
Massive Upside: 8 Large-Cap Stocks Set for Up to 35% Gains in 2026
Author: Ritesh Presswala | Date: January 4, 2026
Trendlyne consensus points to eight Indian large caps—spanning names like Lodha Developers, Eternal, Hindustan Aeronautics, Swiggy, Waaree Energies, Apollo Hospitals, Mankind Pharma, and Max Healthcare—potentially delivering 20%–35% upside over the next 12 months. All highlighted companies posted sequential growth in revenue and profit in the September quarter. The list offers a data-driven starting point for investors seeking high-conviction large-cap ideas.
Source: Read the full article
ICICI Bank, SBI Among 10 Large-Cap Bets by Antique Broking for 2026 as It Eyes an Earnings Rebound
Author: ETMarkets.com | Date: January 4, 2026
Antique Broking expects an earnings-led upcycle in CY26, favoring financials, capex-linked sectors, defense, and select discretionary names. Its large-cap picks include ICICI Bank, SBI, Hindustan Aeronautics, Adani Power, HDFC Life, HDFC AMC, Solar Industries, HPCL, BHEL, and Mazagon Dock, supported by improving macro conditions and capex revival. The brokerage outlines multi-year EPS trajectories, signaling confidence in sustained profit growth.
Source: Read the full article
US–Venezuela Conflict, FII Flows, and Bharat Coking Coal IPO Among 10 Factors That’ll Steer D-Street This Week
Author: Shivendra Kumar | Date: January 4, 2026
With Nifty at record highs, the article flags near-term drivers: evolving geopolitical headlines around reported U.S. strikes in Venezuela, crude oil sentiment, shifting FII/DII flows, and the upcoming earnings season. It also highlights the Bharat Coking Coal IPO, technical levels to watch, rupee dynamics, bullion trends, and multiple anchor lock-in expiries. The takeaway: maintain a selective, buy-on-dips approach while monitoring catalysts that could sway risk appetite.
Source: Read the full article
