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(3721)

Market View: OCBC, DBS, UOB, Yangzijiang Shipbuilding, City Developments, Tesla, Krispy Kreme, Home Depot, First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, UOL

Market View: OCBC, DBS, UOB, Yangzijiang Shipbuilding, City Developments, Tesla, Krispy Kreme, Home Depot, First Sponsor, PropNex, SingLand, SBS Transit, SATS, Mapletree Logistics Trust, UOL

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into OCBC's record 2024 profits and its first special dividend in 20 years, while comparing it to DBS ...

26 Helmi 202521min

READ: Surrounded by Liars (Part 1)

READ: Surrounded by Liars (Part 1)

If you are surrounded by bad bosses, narcissists and idiots, Thomas Erikson's books speak to your experience. In his 7th book, Erikson looks at the universal experience of having been lied to or lying...

25 Helmi 202523min

READ: Surrounded by Liars (Part 2)

READ: Surrounded by Liars (Part 2)

What role does self-deception play in lying? What do leaders and organisations need to understand about liars? Michelle Martin speaks with author Thomas Erikson to fInd out.See omnystudio.com/listener...

25 Helmi 202516min

Money and Me: AI’s Investment Revolution

Money and Me: AI’s Investment Revolution

Hosted by Michelle Martin, this episode explores the emerging role of AI in wealth management. According to the white paper, "Alpha Intelligence: The Investment Fund of the Future," 18% of funds are a...

24 Helmi 202519min

Market View: What is Warren Buffet still committed to in Japan? Up or Down : Standard Chartered, Bybit, SATS, Venture Corp, Haw Par? Also Singapore Land, City Developments, ST Engineering, Nvidia, Domino’s Pizza, Planet Fitness and an advancement in robotics

Market View: What is Warren Buffet still committed to in Japan? Up or Down : Standard Chartered, Bybit, SATS, Venture Corp, Haw Par? Also Singapore Land, City Developments, ST Engineering, Nvidia, Domino’s Pizza, Planet Fitness and an advancement in robotics

Join Michelle Martin on her tour of markets! Explore Asia-Pacific downturns and US market rebounds in today’s episode. Dive into Buffett’s strategic investments and unpack key director deals, earnings...

24 Helmi 202515min

Money and Me: How to get started investing in the UK housing market

Money and Me: How to get started investing in the UK housing market

No ADB on her second property, areas that are coming into "regeneration" and interest-only mortgages are part of the reason this investor has gone from 1 - 15 properties in the UK. While she first bou...

21 Helmi 202525min

Scam Alert: Someone tried a scam on me

Scam Alert: Someone tried a scam on me

Michelle Martin shares how she avoided being scammed over the phone.See omnystudio.com/listener for privacy information.

21 Helmi 20252min

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into Singapore Airlines’ record revenues and Genting Singapore’s profit slump. Discover Alibaba’s impr...

21 Helmi 202525min

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