Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — January 18, 2026
Welcome back to the show. Today’s podcast episode was created from the following stories:
‘Big Short’ investor Michael Burry says the AI boom will end badly. He shared an old Warren Buffett story to explain why.
Source: Read the full story
By Theron Mohamed — January 17, 2026
Michael Burry warns that the AI buildout resembles an arms race that won’t deliver durable advantages, likening it to a costly “escalator” one-upmanship from a Buffett-era retail anecdote. He argues hyperscalers are overspending on infrastructure that will be quickly commoditized and flags Nvidia and Palantir as overhyped “poster children.” For investors, the takeaway is caution around late-cycle capex booms and the risk of a long tech downturn if revenues lag expectations.
5 Mutual Funds Made Complete Exit From These 7 Midcap Stocks in December
Source: Read the full story
By Surbhi Khanna — January 17, 2026
Nuvama data shows five Indian fund houses fully exited seven midcaps in December: HDFC (Torrent Power), SBI (Aditya Birla Capital), Kotak (Oil India), Axis (Biocon), and ICICI Prudential (Indus Towers, NMDC, ZF Commercial). These moves signal active de-risking and portfolio rotation in a stretched segment. Midcap investors should watch flows and liquidity, as concentrated selling can amplify price swings.
3 Beaten-Down Dividend Stocks That Are Must Buys Right Now
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By Omor Ibne Ehsan — January 17, 2026
24/7 Wall St. highlights dividend plays with rebound potential: Noble Corporation (backlog and energy catalysts), Booz Allen Hamilton (government-tech resilience), and UPS (income plus leverage to rate cuts). The thesis is that temporary headwinds have overshot fundamentals, creating value on top of yield. For income-focused investors, these names offer a balanced way to participate in recovery while getting paid to wait.
