Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — December 5, 2025
Today’s podcast episode was created from the following stories:
PSU Bank stocks slump after govt rules out FDI hike
Indian PSU banks fell after the finance ministry said it isn’t considering raising the foreign direct investment cap in state-run lenders from 20% to 49%. With valuations elevated after a strong run, analysts flagged room for profit-taking and highlighted key technical supports, including 50-day moving averages and Nifty PSU Bank index levels near 7,300–7,500. Bigger, better-run banks are seen as relatively safer, while dips could present opportunities if operational momentum holds.
Here are Thursday’s top Wall Street analyst research calls: AutoZone, BXP, Fiserv, Meta Platforms, PayPal, Salesforce, Toast and more
Stocks rallied as soft ADP payrolls data boosted hopes for an imminent rate cut, and analysts rolled out fresh calls across large-cap leaders and select mid-caps. The day’s upgrades and initiations spanned tech, payments, industrials, and retail, reflecting a market leaning into a potential easing cycle. For investors, the mix suggests catalysts tied to rates and year-end positioning.
Solmate to buy RockawayX in all-stock deal to build $2B institutional Solana giant
Solmate signed a non-binding term sheet to acquire RockawayX, combining infrastructure, liquidity, and asset management into a $2B institutional crypto platform focused on Solana. The deal, targeted for the first half of 2026 pending approvals, would be led by Solmate CEO Marco Santori, with RockawayX’s Viktor Fischer as executive chairman. The combined stack aims to power staking, market-making, and tokenized asset markets, with SLMT shares up about 6% pre-market on the news.
Healthcare stocks are red-hot. Here are 3 picks from a fund manager up 41% this year.
Healthcare has led the market since September, and the Tema Oncology ETF is up 41% year-to-date. Manager David Song highlighted Revolution Medicines for its potential pancreatic cancer breakthrough, Roche for its attractive valuation and immuno-oncology pipeline, and Guardant Health for leadership in liquid biopsy diagnostics. The picks underscore defensiveness plus innovation as twin drivers into year-end.
Beware an AI ‘air pocket’ in stocks that could hold back S&P 500 returns in 2026
Bank of America projects only about 4% upside for the S&P 500 by 2026, warning of an AI “air pocket” that falls short of a bubble but could still dent returns. The thesis suggests a pause between early infrastructure-driven AI gains and the next wave of productivity-led earnings. Translation: temper expectations and be selective within AI beneficiaries.
Should you buy this top AI growth stock before 2025 ends?
The piece spotlights Vertiv, a key supplier of power and cooling systems for the surge in AI data centers. With demand tied to hyperscale builds, the company has been among 2025’s standout growth names, though valuation and execution remain watch items. For investors, the setup highlights a classic secular tailwind vs. price discipline trade-off.
Wrapping up: Today’s stories capture a market navigating policy signals and sector rotations—rate-cut hopes buoy risk appetite, healthcare asserts leadership, and AI remains a powerful but uneven theme. Meanwhile, India’s PSU banks remind us how quickly policy clarity can reset expectations, and crypto infrastructure consolidation shows digital assets maturing institutionally. As we head into year-end, staying selective around quality, valuation, and catalysts is the name of the game.
