Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Alphabet’s blockbuster quarter puts AI back in the spotlight as the tech giant delivers surging profits and resilient ad growth, even as markets turn jittery.

Hosted by Michelle Martin with Ryan Huang, this episode unpacks what’s powering Alphabet’s earnings and why its results still sparked a sell-off.

We explore how AI spending is lifting hardware winners like Nvidia and Broadcom - while software stocks face mounting skepticism.

The conversation widens to Wall Street’s uneven session, where tech drags on the S&P 500 and NASDAQ despite broad-based market strength.

Our UP or DOWN game runs through big earnings from Eli Lilly, GSK, Uber, UBS and Yum Brands.

Plus, Singapore markets hit fresh highs and a cultural “Last Word” on the Melania documentary and brand power.

See omnystudio.com/listener for privacy information.

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Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

Breached ceasefire? As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded. We unpack the market whiplash as Brent crude plunges then spikes, and wha...

9 Huhti 25min

Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

The Straits of Hormuz is set to reopen for two week. What does that mean for markets? A fragile US-Iran ceasefire reopens the Strait of Hormuz, sending oil prices sharply lower and easing global sup...

8 Huhti 23min

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

If the biggest thing holding you back from investing is just not knowing where to begin, we have got you covered today. We break down what really matters when choosing an investment platform - beyond ...

8 Huhti 24min

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Veteran of the crypto market CEO of Morph, Colin Goltra is optimistic that the average person will comfortably let AI spend money on their behalf by the end of this year. A new wave of “agentic commer...

7 Huhti 19min

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loo...

7 Huhti 19min

Money and Me: Investors and North Asia Edge 

Money and Me: Investors and North Asia Edge 

What if the next big investment opportunity isn’t in the US, but right next door in Asia where much of AI's backbone is being built? We zoom in on the “Golden Triangle” of Japan, South Korea and Taiwa...

6 Huhti 18min

Market View: Oil Shock, AI Wars & EV Reality Checks

Market View: Oil Shock, AI Wars & EV Reality Checks

Markets are climbing - but under the surface, pressure is building fast. Oil surges past US$110 as geopolitical risks collide with resilient US jobs data. Starbucks’ turnaround efforts fall flat with ...

6 Huhti 21min

Money and Me: The transformations ahead for Agentic AI and real estate

Money and Me: The transformations ahead for Agentic AI and real estate

AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and...

2 Huhti 24min

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