Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 20, 2025
Today’s podcast episode was created from the following stories: a curated mix of markets, tech, retail, energy, and policy developments shaping investor sentiment.
Warren Buffett has backed a winner in Alphabet, and there’s a bigger worry than AI stocks crashing, veteran investor Tom Russo says
Source: Business Insider | By Theron Mohamed | November 19, 2025
Tom Russo says Berkshire’s surprise Alphabet stake benefits from the company’s cash generation, durable ad/search engine economics, and a willingness to invest through cycles—even as capex swells past $90 billion. He cautions that search margins could normalize and not all AI bets will scale. Bigger picture, Russo flags surging U.S. debt and dollar risks as a more disruptive market threat than an AI-stock correction.
Make sure you’re asking the right question when it comes to the AI-bubble debate
Source: Business Insider | By Joe Ciolli | November 19, 2025
The AI debate is increasingly about time horizons: impatient investors are gravitating to near-term earnings winners in infrastructure while pushing back on long-dated “productivity” plays. Goldman Sachs data show Phase 2 (infrastructure) names outperforming as the market demands tangible revenue now. The takeaway: your AI stance matters less than how long you’re willing to wait.
‘AI industry is in a bubble’ warns Google DeepMind co-founder
Source: New Atlas | By Bronwyn Thompson | November 18, 2025
Demis Hassabis says parts of AI—especially lofty early-stage funding—show classic bubble signs, echoing Sundar Pichai’s caution about “elements of irrationality.” Still, he’s optimistic about Alphabet’s pipeline from Gemini 3 to science-driven efforts like AlphaFold, robotics, and drug discovery. If a shakeout comes, he argues incumbents with real products and cash flow will be best positioned on the other side.
Narendra Solanki cautions against short-term bets on high-flying IPOs
Source: The Economic Times | By Anupam Nagar | November 19, 2025
With listings like Groww and PhysicsWallah running hot, Solanki urges investors to temper near-term expectations as valuations outpace fundamentals. He remains constructive on the long-term, citing low equity penetration and secular tailwinds, but favors patience over momentum trades. The message: strong stories may need several quarters to justify current prices.
PSU banks remain attractive, valuation gap with private banks still wide: Rahul Arora
Source: The Economic Times | By Anupam Nagar | November 19, 2025
Arora sees room for upside in PSU banks like SBI and Bank of Baroda as a valuation discount persists versus private peers, noting potential support from returning FII flows. Meanwhile, private banks face growth constraints from sheer balance-sheet size, likely moderating multiples. Selectivity is key, but the risk-reward still tilts toward leading PSUs.
Best Black Friday RAM Deals 2025 — Deals on DDR5 and DDR4
Source: Tom’s Hardware | By Zhiye Liu | November 20, 2025
AI data centers are soaking up global memory supply, pushing prices higher with expectations for further increases into next year. Black Friday may offer the last broadly compelling opportunities on DDR5/DDR4 kits for a while, especially for users targeting 32GB–64GB upgrades. Shoppers may need to move quickly as inventory tightens and discounts fade.
Blip, Dip, Pullback or the Beginning of the End? Global Investors Weigh In on Equities Sell-Off
Source: CNBC | By Unknown | November 19, 2025
Despite an AI-led drawdown pressuring global indices, investor optimism around the theme remains broadly intact. The key debate: whether recent weakness is a routine reset on stretched valuations or the start of a more durable de-risking. Positioning is shifting toward near-term earners while investors reassess where multiples can sustainably sit.
TJ Maxx owner tops expectations, signaling more frugal shopper
Source: Bloomberg | By Unknown | November 19, 2025
TJX beat expectations as consumers pivot further toward value and off-price hunting. Strong traffic at discount retailers underscores ongoing wallet caution and a trade-down dynamic in apparel and home goods. The trend supports defensive retail themes amid macro uncertainty.
Ubisoft to release delayed earnings, resume trading by Friday
Source: Bloomberg | By Unknown | November 19, 2025
Ubisoft plans to publish postponed results and lift its trading suspension, restoring visibility for investors. The update should clarify near-term fundamentals and pipeline execution after the delay. Expect volatility as the market recalibrates expectations.
Brookfield targets $10 billion for AI fund in Nvidia partnership
Source: Bloomberg | By Unknown | November 19, 2025
Brookfield is raising a $10 billion AI-focused fund alongside Nvidia, signaling accelerating institutional capital into AI infrastructure and adjacent opportunities. While specifics are limited, the tie-up underscores strong demand for compute, data centers, and enabling technologies. It’s another sign the AI buildout is widening beyond pure-play chipmakers.
Nvidia, Microsoft, Alphabet: The Magnificent Three?
Source: The Wall Street Journal | By Unknown | November 19, 2025
WSJ highlights the market’s heavy reliance on Nvidia, Microsoft, and Alphabet as growth bellwethers. The framing speaks to leadership concentration—and the risks and rewards that come with it—amid heightened scrutiny of AI-driven earnings power. Full context and intraday color are available in the live coverage.
Constellation Energy stock rises on DOE deal. What a shuttered nuclear plant has to do with it
Source: Barron’s | By Unknown | November 19, 2025
Constellation gained after reaching a DOE agreement tied to the Three Mile Island site, reinforcing policy momentum behind nuclear in the clean-energy mix. Reuse or repowering of shuttered assets could unlock new economics for baseload, zero-carbon generation. Investors are watching for follow-on projects and potential incentives.
