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.

Jaksot(3719)

Money and Me: Will AI replace me or add to my work?

Money and Me: Will AI replace me or add to my work?

The biggest barriers to change aren't usually about technology, they're human. And if there are major problems with trust involved with the implementation at workplaces, that comes at a cost. Michelle...

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Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street’s rally. Michelle and Ryan unpacks GoTo and Del Monte’s earnings struggles, the resolution of CDL’s...

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Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

MIchelle Martin and Nirgunan Tiruchelvam, Alētheia Capital's Head of Consumer and Internet discuss the latest turns of the Chocolate Finance story On 4 March, users of Chocolate finance learnt they co...

12 Maalis 20258min

Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Playing mad, coercion, using exaggeration, what are Trump's negotiation strategies built on? Join Michelle Martin as she explores the effectiveness of win-lose versus win-win strategies and the risks ...

12 Maalis 202523min

Money and Me: Extreme Budgeting

Money and Me: Extreme Budgeting

It's a habit that is foundational to building wealth, but does this extreme budgeter think he can repeat tightening his belt the way he did 15 years ago today? How little do you really need to get by ...

12 Maalis 202523min

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade mixed amid US recession fears and tariff uncertainty. The S&P 500 nears correction territory, while US retail giants like Dick’s...

12 Maalis 202510min

Money and Me: 20% price increase over the next 5 years? Where should we look at when investing in London Property?

Money and Me: 20% price increase over the next 5 years? Where should we look at when investing in London Property?

So your child has won a place at UCL or LSE? Well done, are you looking for a university pad? Michelle Martin goes to London to check out the property market with Matthew Burgess, Director of APAC at ...

11 Maalis 202523min

Market View: DFI Retail, Jardine Matheson, Apple, Nvidia, Tesla, Oracle, Delta, JX Advanced Metals, Xpeng, Novo Nordisk, Grab, SGX

Market View: DFI Retail, Jardine Matheson, Apple, Nvidia, Tesla, Oracle, Delta, JX Advanced Metals, Xpeng, Novo Nordisk, Grab, SGX

Join Michelle Martin on her tour of markets! It’s a sea of red across the screen as Asia-Pacific markets track Wall Street’s overnight losses. Hosted by Michelle Martin with Ryan Huang, the episode di...

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