Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 02/03/2026
Today’s podcast episode was created from the following stories:
Buybacks to be taxed as capital gains; retail investors benefit
Author: Not specified | Date: Feb 2, 2026
India’s budget proposes shifting share buybacks back to capital gains, taxing individual investors at 12.5% while promoters face higher rates (30% for foreign, 22% for Indian). Experts say the change fixes distortions that favored tax arbitrage, making buybacks a cleaner capital-return tool for retail investors. The move could deter promoter-heavy buybacks and refocus them on improving capital structure.
Foreigners get a direct pass to Indian equity
Author: ET TEAM | Date: Feb 2, 2026
India plans to let persons resident outside India buy listed stocks directly via portfolio investment schemes, lifting the individual cap to 10% and aggregate to 24%. The new route aims to attract global retail wealth seeking India exposure without full FPI complexity, though onboarding and KYC could slow near-term flows. For investors, it offers stock selection flexibility, streamlined processes, and full repatriation.
Googleの新AI｢Genie｣とは？なぜゲーム会社の株価が下落するのか？
Author: かみやまたくみ | Date: Feb 2, 2026
Google’s experimental Project Genie lets users generate interactive 3D worlds on demand, combining world models with image tools and Gemini reasoning. Despite limited access, game-adjacent stocks like Unity, Roblox, and CD Projekt fell 10–20% as investors priced in potential disruption to game tooling and platforms. The reaction underscores how fast AI breakthroughs can reshape expectations for content creation and game development economics.
Crypto stocks slide in pre-market trading as Bitcoin stabilizes around $77,000
Author: James Van Straten | Date: Feb 2, 2026
Bitcoin steadied near $77,000 after a weekend selloff, while crypto-linked equities fell in pre-market trading and volatility spiked. Shares tied to BTC exposure and mining (e.g., MSTR, GLXY, COIN, IREN, CIFR) extended losses as markets digested macro signals including the Fed leadership transition. With implied volatility climbing and the dollar easing slightly, traders remained cautious across risk assets, commodities, and tech futures.
This is absolutely insane: Bitcoin’s weekend crash exposes cracks beneath crypto’s latest boom
Authors: Aoyon Ashraf, Stephen Alpher | Date: Feb 2, 2026
Bitcoin plunged to the upper $70,000s in thin weekend liquidity, triggering roughly $2.5 billion in liquidations and a sharp risk-off shift across assets. Analysts pointed to a mix of geopolitical tension, shifting Fed expectations, and a surging dollar and metals unwind as key drivers, with retail selling and larger holders accumulating. The episode highlights how quickly leverage and liquidity conditions can swing sentiment from euphoria to defense.
El PMI manufacturero de España extiende su deterioro a enero y marca mínimos desde abril de 2025
Author: EXPANSIÓN | Date: Feb 2, 2026
Spain’s manufacturing PMI slipped to 49.2 in January, the weakest since April 2025, as new orders fell at the fastest pace in nine months amid global uncertainty and trade frictions. Firms cut inventories and trimmed headcount for a fifth month, while input costs rose and output prices declined under competitive pressure. Across the euro area, PMI improved slightly to 49.5, but divergent country trends and rising cost pressures cloud the path to a sustained recovery.
Across markets, policy shifts and liquidity signals are steering sentiment: India is opening doors to foreign investors while recalibrating buyback taxes, AI advances are rattling incumbents, and crypto’s weekend turmoil reflects broader macro stress. The common thread is how quickly capital reallocates when liquidity tightens and technology or policy rewrites the playbook. Staying focused on fundamentals, cash management, and policy pathways will be key as volatility tests every asset class.
