Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments.

Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations.

Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy.

Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning.

In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics.

Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang.

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Market View: Founder Power Boosted, Where is the Oil Whiplash Hurting & Which Market Signals Signal Caution?

Market View: Founder Power Boosted, Where is the Oil Whiplash Hurting & Which Market Signals Signal Caution?

A single post moves markets, oil swings wildly, and one founder widens his grip - are investors missing the bigger risks? Markets whipsawed overnight as geopolitics, governance and energy shocks colli...

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Influence: From "Simi si TOP?" To IPO success - The Placemaker Story

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Money and Me: Behind Homegrown Gaming Hit - Havendock

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Market View: How is Ozempic changing FnB? The Small Cap Selloff & Big Tech’s AI Device Race

Market View: How is Ozempic changing FnB? The Small Cap Selloff & Big Tech’s AI Device Race

What if the biggest threat to food companies… isn’t inflation but your shrinking appetite? GLP-1 drugs like Ozempic are reshaping consumer behavior, forcing food giants to rethink portions, pricing, ...

23 Maalis 23min

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A niche corner of real estate is quietly delivering strong income - but is it built to last? Michelle Martin explores whether purpose-built worker and student housing can offer investors stable, resil...

20 Maalis 18min

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

A silent gas is shaking global markets - and most investors didn’t see it coming. Michelle Martin breaks down how a supply shock tied to Middle East tensions is rippling through semiconductors, health...

20 Maalis 25min

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Oil above $110, war risks rising - yet markets are climbing… what’s really going on? Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and ...

19 Maalis 23min

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

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