Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 30, 2025
Today’s podcast episode was created from the following stories:
Wall Street Week Ahead: Investors on watch for AI, economic updates as US stocks steady
By Unknown • Nov 29, 2025
Markets are rebounding as investors weigh AI profitability against a hazy economic outlook and rising odds of a December Fed rate cut. Tech volatility persists—particularly around Nvidia and Alphabet—while bitcoins slide is being watched as a proxy for risk appetite. With key data delayed by the recent U.S. government shutdown, rotation into rate-sensitive small caps is a possibility if the Fed eases.
DeepSeek says its new DeepSeekMath-V2 model got gold-medal level status on the International Mathematical Olympiad 2025 and Chinese Mathematical Olympiad 2024
By Matthias Bastian • Nov 28, 2025
DeepSeekMath-V2 achieved gold-level performance on major math competitions and was released under Apache 2.0 with open weights. Its generatorverifiermeta-verifier training loop aims to reduce hallucinations through self-checked reasoning. The open-source milestone underscores how community-led models are closing the gap with proprietary systems.
Sources: Intel may start shipping a portion of Apple’s lowest-end M chips as early as 2027; Apple is evaluating Intel’s 18A process for the chip production
By Ming-Chi Kuo • Nov 28, 2025
Apple is evaluating Intels 18A node, with Intel potentially producing entry-level M-series chips by 2027. The move would diversify Apples supply chain beyond TSMC and validate Intels foundry push. Higher-end Apple Silicon is expected to remain with TSMC for now.
The EC says it got notification from Apple that Apple Ads and Apple Maps likely meet DMA thresholds; Apple says the services should not be called gatekeepers
By Reuters • Nov 28, 2025
The European Commission will review whether Apple Ads and Apple Maps qualify as DMA gatekeepers, which would trigger stricter competition rules. Apple argues the services dont fit the gatekeeper profile. A designation could reshape how Apple operates these businesses in the EU.
An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X
By @artificialanlys (X/Twitter) • Nov 28, 2025
A new benchmarking deep dive finds Nvidias H100/B200 leads LLM inference economics, delivering ~5x tokens-per-dollar vs. Googles TPU v6e and ~2x vs. AMDs MI300X. Real-world cost per token at production latency and throughput remains the metric that matters for buyers. The advantage reinforces Nvidias moat at the high end of cloud AI deployment.
A look at ChatGPT’s impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
By Unknown • Nov 25, 2025
Three years after ChatGPTs debut, AI fervor has further concentrated gains in the S&P 500 among megacaps like Microsoft, Alphabet, Meta, Amazon, and Nvidia. The trend raises questions about index concentration risk and the durability of the AI trade. For investors, diversification and valuation discipline matter more than ever.
Sunday Robotics, which debuted its Memo home robot on Nov. 19, hired at least 10 former Tesla employees, including engineers who worked on Autopilot and Optimus
By Grace Kay • Nov 28, 2025
Sunday Robotics recruitment of ex-Tesla talent signals intensifying competition in consumer robotics. Its Memo home robot aims to bring advanced automation to everyday environments. The talent shift highlights cross-pollination between automotive autonomy and home AI systems.
Range, which uses AI to offer flat-fee financial planning services to mass affluent households, raised a $60M Series C led by Scale Venture Partners
By Ryan Lawler • Nov 25, 2025
Range raised $60M to expand its AI-powered, flat-fee financial planning for mass-affluent clients. The model moves away from traditional AUM pricing toward predictable costs and personalization. Funds will accelerate product development and hiring.
A profile of Paulina Borsook, as her 2000 book Cyberselfish, warning about Silicon Valley’s love for techno-libertarianism , finds a resurgence in interest
By David Streitfeld • Nov 27, 2025
Interest in Borsooks Cyberselfish is resurging as critiques of techno-libertarianism, surveillance capitalism, and empathy gaps feel newly relevant. With Big Tech even more powerful, her early warnings are being reassessed as prescient. Public sentiment within Silicon Valley has shifted notably toward skepticism.
SEC filing: CoinShares withdraws registrations for its XRP, Solana staking, and Litecoin ETFs to focus on higher-margin opportunities ahead of a US listing
By Arasu Kannagi Basil • Nov 28, 2025
CoinShares is pulling plans for three crypto ETFs as it prioritizes higher-margin products ahead of a U.S. listing. The retreat comes amid heightened regulatory scrutiny and fierce competition for new crypto funds. Expect a focus on profitability over breadth in digital-asset offerings.
Prime Intellect debuts INTELLECT-3, an RL-trained 106B parameter open source MOE model it claims outperforms larger models across math, code, science, reasoning
By Unknown • Nov 28, 2025
INTELLECT-3, a 106B-parameter open-source MoE model trained with large-scale RL, claims SOTA results in reasoning-heavy domains. Beyond weights, Prime Intellect open-sourced the RL training stack and evaluation recipes. The release lowers the barrier for independent labs to train and iterate on frontier-scale models.
Google withdraws its 2024 EU antitrust complaint against Microsoft over Azure licensing, after the EU launched a probe into Azure and AWS under the DMA
By Edith Hancock • Nov 28, 2025
Google dropped its 2024 complaint as the EUs broader DMA probe now targets cloud practices at both Microsoft and Amazon. The shift places scrutiny within a wider regulatory framework rather than a single-party dispute. Outcomes could reshape licensing and portability in cloud markets.
Global futures markets were disrupted for several hours on Friday after CME Group suffered an outage due to a cooling failure at a CyrusOne data center
By Reuters • Nov 28, 2025
A cooling failure at a CyrusOne facility knocked out CMEs trading for hours, halting key stock, currency, and commodity futures. The incident underscores systemic dependencies on data centers as market infrastructure becomes more compute-intensive. Expect renewed attention on redundancy and resiliency planning.
China’s top economic planning agency warns about the risk of a bubble forming in the booming humanoid robotics industry; 150+ manufacturers operate in China
By Unknown • Nov 27, 2025
Chinas NDRC cautioned that humanoid robotics is overheating, with 150+ firms crowding the field amid rapid investment. Officials urged focus on genuine innovation and market fit to avoid duplication and oversupply. The warning echoes lessons from past tech bubbles.
Stanford researchers develop a web-based tool that uses an LLM to downrank X posts with antagonistic language in a user’s feed, to reduce partisan animosity
By Unknown • Nov 27, 2025
Stanfords tool uses an LLM to downrank antagonistic content on X, measurably lowering users animosity toward political out-groups. The subtle intervention shows how ranking algorithms can influence polarizationor empower users to curate healthier feeds. It highlights the delicate balance between autonomy, design, and civic impact.
3 Highest-Yielding Dividend Kings to Buy, Hold, and Forget
By Rick Orford • Nov 28, 2024
A look at AbbVie, Coca-Cola, and Johnson & Johnson underscores the appeal of stable, mega-cap dividend payers for a buy-and-hold strategy. With moderate yields and resilient cash flows, these names offer income plus measured growth potential. Even buy and forget picks warrant periodic check-ins on fundamentals.
