Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 25, 2025
Today’s podcast episode was created from the following stories:
Stock market volatility has returned with a vengeance. What now?
Author: Joe Ciolli | Date: November 24, 2025
With few near-term catalysts until the December 10 Fed meeting, markets may be left to their own mood swings—highlighted by a sharp post-earnings reversal in Nvidia despite blockbuster results. Potential swing factors include fresh AI spending deals, any flare-ups in trade tensions, and dovish hints from Fed officials. The takeaway: sentiment can flip quickly when investors are left waiting for a narrative.
10 Monday AM reads
Author: Barry Ritholtz | Date: November 24, 2025
This curated roundup flags a world-beating rally in South Korea’s Kospi alongside rising anxiety over stretched AI valuations. It also spotlights big-picture themes—from Berkshire’s post-Buffett era to systemic risks in Wall Street’s insurance push and new navigation tech that could lessen reliance on GPS. A concise scan of narratives likely to shape markets and policy in the months ahead.
ETFs are taking over portfolios. Here’s what that means for markets
Author: Brian O’Connell | Date: Not provided
Schwab research says 62% of ETF investors can envision going 100% ETF, with half expecting to do so within five years—drawn by low costs, diversification, and ease. Experts warn an ETF-dominant future could funnel even more capital to mega-caps and make funding tougher for smaller companies, while still requiring investors to know what’s inside each fund. The guidance: blend broad-market exposures with selective themes and diversify across asset classes.
‘Big Short’ investor Michael Burry just launched a Substack and took aim at Nvidia in his first post
Author: Theron Mohamed | Date: November 24, 2025
Michael Burry debuted a paywalled Substack, arguing the AI boom shows classic bubble signs of supply-side overbuild, likening today’s setup to the dot-com era and casting Nvidia as this cycle’s Cisco. He previously disclosed sizable put positions on Nvidia and Palantir before closing his fund to outside capital. Subscribers get his long-form research as he pivots from managing money to writing.
Mohawk Industries stock outlook: is Wall Street bullish or bearish?
Author: Neha Panjwani | Date: November 23, 2024
Mohawk has underperformed the S&P 500 and homebuilder peers amid softer demand and higher input costs; Q3 revenue topped estimates but EPS narrowly missed, with cautious Q4 guidance. Even so, analysts rate the stock a “Moderate Buy,” with the average target implying double-digit upside. The setup pits cyclical headwinds against potential recovery and valuation support.
