Market View: Big Tech Pullbacks, Big Media Bidding Wars

Market View: Big Tech Pullbacks, Big Media Bidding Wars

The metaverse dream is shrinking.

Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight.

Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang.

Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it’s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros.

Discovery’s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China’s push to dethrone Nvidia.

Plus, markets hover just shy of S&P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle.

And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction.

See omnystudio.com/listener for privacy information.

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Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

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Market View: AI Winners, Gold Fever & a Streaming Power Play

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Read: The Art of Spending Money by Morgan Housel

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Asia-Pacific markets kick off the week on a strong footing - and beneath the surface, capital is quietly rotating, power is concentrating, and old franchises are finding new life. In today’s Market Vi...

22 Joulu 202522min

READ : Epic Disruptions 

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Great disruptions don’t arrive with a bang - they begin quietly, on the margins. From the iPhone to Pampers, history shows that world-changing innovations rarely look revolutionary at first. In this e...

19 Joulu 202517min

Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Do markets still have room to rally - and where should investors really be positioned for 2026? After a strong run for equities in 2025, global wealth manager Lombard Odier lays out how investors shou...

19 Joulu 202516min

Market View: Is This Micron’s Nvidia Moment?

Market View: Is This Micron’s Nvidia Moment?

Micron just delivered a blowout quarter - and investors are asking whether this is the next Nvidia-style AI trade. Micron Technology posts blockbuster earnings as AI-driven demand for high-bandwidth m...

19 Joulu 202522min

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

Money and Me: S-REITs at the Turning Point - Income, Opportunity and the New Owners of Property

S-REITs are on track for their strongest year since 2019, delivering double-digit returns as borrowing costs ease and yields remain compelling, but looking ahead, what do investors need to keep an eye...

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