Stock Movers Newmont Rises, Molina Healthcare Up, Shake Shack Down
Dec 30, 2025
Gold prices rebound, lifting Newmont's shares while fellow miner Freeport-McMoRan struggles. Michael Burry praises Molina Healthcare for its strong expenses and strategic acquisitions, likening it to a Buffett-esque investment. On the flip side, Shake Shack faces headwinds, dropping from analyst favorites due to weaker industry trends, generating discussions on consumer pressures in fast casual dining. Despite challenges, analysts still see potential for a turnaround, especially with upcoming events like the World Cup.
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Precious Metals Rebound Sparks Miner Moves
- Gold and silver rebounded after a technical-driven sell-off, driving gains in miner stocks like Newmont.
- Traders cautioned that gold might be ripe for short positions despite the rebound.
Burry Spotlights Molina's Strength
- Michael Burry highlighted Molina Healthcare's strong expense ratios and underwriting performance, boosting the stock.
- Burry also suggested Molina could profit in Medicaid in 2026 and might attract acquisition interest if valuation stays low.
Host's Personal Shake Shack Confession
- Natalia admits she's never tried Shake Shack because she became vegetarian, noting difficulty sampling beef-focused menus.
- She lists alternative protein sources and confirms she still consumes dairy as a vegetarian.