Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast
Today’s podcast episode was created from the following stories:
AI is a planet-sized bubble — and Microsoft’s slump is a taste of the crash to come, tech guru Erik Gordon says
Author: Theron Mohamed | Published: January 29, 2026
University of Michigan professor Erik Gordon warns that rampant speculation and heavy AI capex have inflated a massive bubble, pointing to Microsoft’s post-earnings selloff as a canary in the coal mine. He highlights sky-high AI valuations and says that while the pop may not be imminent, the eventual fallout could be worse than the dot-com bust.
Gold’s big rally has sparked a bearish stock-market signal that hasn’t been seen in over 20 years
Author: Jennifer Sor | Published: January 29, 2026
Stifel notes the S&P 500’s price relative to gold has fallen below its seven-year moving average, a rare signal last seen in 2002 that historically precedes tough, range-bound markets. The firm expects consolidation around 7,000 for the index, with upside capped and downside risk rising if growth stumbles.
Trump is wrong — a declining dollar isn’t great; it’s major trouble
Author: Steve Forbes | Published: January 29, 2026
Steve Forbes argues a weak dollar fuels inflation, undermines growth, and invites political fallout, urging policymakers to prioritize a strong, stable currency. He calls for a Fed shift away from rate tinkering toward anchoring the dollar’s value as a foundation for U.S. economic and strategic strength.
SEC clarifies rules for tokenized stocks, tightening scrutiny on synthetic equity
Author: Sam Reynolds | Published: January 29, 2026
The SEC drew a clear line between issuer-backed tokenized shares and third-party creations that merely track stock prices, stating the latter are subject to existing securities and derivatives rules. The move aims to curb retail exposure to synthetic equity while steering compliant tokenization toward issuer-approved structures.
First gold and silver, now oil is starting to rally and that’s bad news for bitcoin
Author: Omkar Godbole | Published: January 29, 2026
WTI crude’s 12% jump this month threatens to rekindle inflation pressures, complicating the case for quick Fed rate cuts and weighing on risk assets like bitcoin. Geopolitical tension with Iran and falling U.S. inventories are tightening the oil backdrop just as crypto bulls look for liquidity tailwinds.
Rupee hits new low for second time in a week
Author: ET Bureau | Published: January 29, 2026
The Indian rupee closed at 91.99 per U.S. dollar, matching its lowest-ever finish amid month-end demand for greenbacks and geopolitical jitters. The weaker currency adds import cost pressure just as markets watch policy signals and foreign flows.
5 rare earth stocks to buy in 2026
Author: Jason Kirsch | Published: January 29, 2026
With China’s grip on processing and fresh U.S. funding, rare earths have become a high-stakes strategic trade spanning mining to magnets. The piece spotlights vertically integrated and government-backed names positioned to benefit, while underscoring the sector’s volatility and policy dependence.
TAL Education Group Q3 earnings call highlights
Author: MarketBeat | Published: January 29, 2026
TAL posted 27% revenue growth with improved margins and positive operating income, while its AI-enabled learning devices saw engagement gains but remain investment-stage and loss-making. A fresh buyback authorization and strong cash flow support the balance sheet, though management flagged seasonal and competitive volatility.
Private banks poised for strong growth; defence valuations limit upside, says Nikhil Ranka
Author: Anupam Nagar | Published: January 29, 2026
Nuvama’s Nikhil Ranka sees Indian private banks at attractive valuations with NIMs stabilizing and potential mid-teens earnings growth into FY27. He remains constructive on defence demand but expects limited multiple expansion given elevated valuations; taxation headwinds cloud ITC’s volume outlook.
PSU banks, power stocks still offer upside ahead of budget: Neeraj Dewan
Author: Anupam Nagar | Published: January 29, 2026
Neeraj Dewan favors selective buying in infrastructure, capital goods, and PSU banks on improving asset quality and reasonable valuations, while staying cautious on NBFCs. He remains positive on power T&D and sees opportunities in generation after corrections; real estate looks more like a long-term accumulation story than a near-term momentum trade.
