Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — October 29, 2025
Today’s podcast episode was created from the following stories:
The stock market is staring down a chaotic mix of its 4 most important catalysts this week
Source: Business Insider | Author: Joe Ciolli | Published: October 28, 2025
Markets are confronting four major drivers at once: a Fed decision with a widely expected 25 bp cut (and big focus on Powell’s tone), an AI product cycle jolt from Qualcomm, mega-cap tech earnings, and fresh US–China trade talks. The cross-currents could swing sectors in different directions, with chips rallying on product news while safe havens soften on trade optimism.
Trade news takes markets to record
Source: Forbes | Author: JJ Kinahan | Published: October 28, 2025
Stocks notched fresh records on trade-deal optimism and hopes for Fed easing, with Qualcomm’s AI server chip news juicing chip shares while gold slid. With the VIX near 15 and major events ahead (Fed and Trump–Xi), the piece cautions against complacency and suggests careful position sizing.
An AI boom is catapulting markets and raising fears a bubble is near
Source: Forbes | Author: Jeffrey Marcus | Published: October 28, 2025
Forbes contributors debate whether the AI surge is a durable, fundamentals-driven transformation or edging toward bubble territory. While real demand and massive infrastructure needs underpin the rally, concentration risk in mega-cap leaders and scenario analyses (from soft landing to sharp shock) keep bubble talk alive.
2025’s incredible AI spending frenzy—latest: U.S. forms $1 billion partnership with AMD (list)
Source: Forbes | Author: Ty Roush | Published: October 28, 2025
The Energy Department and AMD unveiled a $1 billion supercomputing partnership, another entry in 2025’s torrent of mega AI deals spanning chips, cloud capacity, and infrastructure buildouts. UBS sees annual AI spend reaching $500 billion by 2026, while rising concerns note circular funding webs and uneven profitability across projects.
These 3 stocks are appealing under-the-radar AI plays, UBS says
Source: Business Insider | Author: Samuel O’Brient | Published: October 28, 2025
UBS’s Tim Arcuri highlights Micron, Lam Research, and Teradyne as overlooked beneficiaries of AI’s infrastructure boom. His thesis: surging compute needs and supply-chain shifts from leaders like Nvidia filter down to memory, equipment, and testing players, extending the cycle beyond the headline names.
Buy or sell AMD stock?
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
AMD’s shares have sprinted higher on its multi-year OpenAI deal, but valuation metrics signal heightened risk after the run. The analysis flags AMD’s history of sharper-than-market drawdowns and urges attention to “downturn resilience” even when fundamentals look strong.
Buy or sell Adobe stock?
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
Adobe’s high-margin, subscription-driven model and current valuation discount stand out, with generative AI deepening its product moat. Still, the piece notes Adobe’s history of steep selloffs in broad market stress, a reminder to balance quality with risk management.
Newmont stock to $100 again?
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
Newmont shows strong momentum and healthy margins, with shares still below their 52-week high. However, as a major gold producer, it has a record of large drawdowns across market cycles—key context for investors chasing trend strength.
Qualcomm stock gifts $87 billion
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
Qualcomm has returned roughly $87 billion to shareholders via dividends and buybacks, underpinned by cash generation from chips and licensing. While current margins and valuation appear reasonable, the company’s history shows it isn’t immune to severe market selloffs.
Why Palantir stock’s run may not stop just yet
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
Palantir’s momentum is fueled by rapid U.S. commercial growth, major government wins, and improving profitability. The flip side is an elevated valuation and a track record of deep drawdowns in past shocks—amplifying the importance of risk controls.
Could DraftKings stock drop to $23?
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
After a 22% slide in under a month, DraftKings could retest prior lows, the analysis argues, given a still-rich valuation. Historical “dip” stats are constructive on rebounds, but the piece stresses that fundamentals should guide whether to buy weakness.
What caused Constellation Energy stock to surge by 80%?
Source: Forbes | Author: Trefis Team | Published: October 28, 2025
Constellation’s rally reflects a Meta power deal, the pending Calpine acquisition, upbeat earnings, and rising AI-driven demand for clean energy. Despite favorable narratives and analyst support, the piece currently views the stock as unattractive and notes it can still fall in broader selloffs.
Forbes Daily: Amazon begins its white collar purge
Source: Forbes | Author: Danielle Chemtob and Forbes Daily | Published: October 28, 2025
Amazon plans to cut 14,000 corporate roles as it adjusts after pandemic-era hiring, signaling ongoing cost discipline in tech. The broader market backdrop includes record highs on trade progress and fresh AI headlines, including the federal government’s $1B partnership with AMD.
Apple becomes third stock in history to top $4 trillion in value
Source: Bloomberg | Author: (not specified) | Published: October 28, 2025
Apple crossed the $4 trillion market-cap milestone, joining an ultra-elite club and underscoring the dominance of mega-cap tech. The move highlights how investor confidence in platform earnings power remains strong into a high-stakes earnings stretch.
Sebi puts Vedanta Group’s Sterlite Electric IPO on hold
Source: The Economic Times | Author: ET Bureau | Published: October 28, 2025
India’s market regulator placed Sterlite Electric’s IPO in abeyance without specifying a reason, pausing the specialized capital goods maker’s listing plan. The Vedanta-linked firm had filed for a mix of fresh issuance and an offer-for-sale, reflecting ongoing scrutiny in India’s IPO pipeline.
