Market View: AI’s Cybersecurity Boom, Microsoft’s 30% Upside, TSMC Surges & Singapore Raises Growth Forecast

Market View: AI’s Cybersecurity Boom, Microsoft’s 30% Upside, TSMC Surges & Singapore Raises Growth Forecast

AI is creating a new cybersecurity arms race - and investors are taking notice. Michelle Martin looks at why CrowdStrike and Palo Alto Networks have hit record highs after Black Hat put the growing threat from AI agents firmly in focus. Could cybersecurity be the next major leg of the AI trade?

Then, Microsoft is charging back, with Bernstein seeing a path to another 30% upside.

TSMC’s sales surge 45% as AI hardware demand stays hot, while Intel turns to a US$15 billion stock offering to fund its ambitions.

Also on Market View: Greg Abel begins putting Berkshire Hathaway’s enormous cash pile to work, Indonesian equities approach bull-market territory, and Singapore raises its 2026 growth forecast to 4.5–5.5%.

Plus, what the latest DBS, OCBC and UOB results tell investors about the outlook for Singapore banks - and why Christopher Nolan’s The Odyssey has become a US$1.1 billion blockbuster.

Hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(4006)

Money and Me : 3 Forgotten Blue Chips: Ready for a Comeback?

Money and Me : 3 Forgotten Blue Chips: Ready for a Comeback?

The STI has enjoyed a strong run, but not every blue chip has kept pace. 3 stocks have all lagged the benchmark - after years of disruption, restructuring and investor patience being put to the test. ...

11 Elo 22min

Market View: DBS Delivers, Disney Delights, and Can SpaceX Investors Bounce Back?

Market View: DBS Delivers, Disney Delights, and Can SpaceX Investors Bounce Back?

DBS posts another record quarter, lifting profits and rewarding shareholders with a higher dividend. Disney surprises Wall Street with strong earnings, while US stocks hover near record highs on hopes...

6 Elo 10min

READ WITH MICHELLE: How to get through to anyone 

READ WITH MICHELLE: How to get through to anyone 

Why do some people still get their message across when the receiver is angry while the rest of us feel like we are hitting a brick wall in our struggle to be heard? In this episode, Michelle Martin ex...

6 Elo 7min

Money and Me: Can SpaceX recover the way Facebook did? Are you missing a key component of today's portfolio if you invest in the S&P 500 for diversification?

Money and Me: Can SpaceX recover the way Facebook did? Are you missing a key component of today's portfolio if you invest in the S&P 500 for diversification?

Could Tesla and SpaceX ever merge, or are geopolitical realities too great to overcome? We examine SpaceX's first earnings report as a public company and whether investors sitting on losses should tak...

6 Elo 21min

Market View: Big Oil Booms, SpaceX Stumbles & Singapore Banks Take Centre Stage

Market View: Big Oil Booms, SpaceX Stumbles & Singapore Banks Take Centre Stage

Geopolitical tensions continue to reshape global markets, with Big Oil emerging as one of the biggest winners. Michelle Martin looks at why BP and Saudi Aramco are posting blockbuster profits as highe...

5 Elo 12min

What Your Smartwatch Isn't Telling You

What Your Smartwatch Isn't Telling You

Today, millions of people track their sleep, heart rate, stress and activity using smartwatches and fitness trackers. But are we making full use of these devices, or are we simply checking numbers wit...

5 Elo 20min

Money and Me: STI at Record Highs - Should you buy as Singapore Stocks Keep Climbing?

Money and Me: STI at Record Highs - Should you buy as Singapore Stocks Keep Climbing?

The Straits Times Index has just delivered its strongest monthly gain since November 2020, surging 8.8% to a fresh record high. But after such a powerful rally, where do investors go from here? Michel...

5 Elo 22min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-rahapodi
raharesepti
pomojen-suusta
pari-sanaa-lastensuojelusta
rss-sami-miettinen-neuvottelija
rss-porssipodi
rss-oivalluksia-rahasta-elamasta
rss-h-asselmoilanen
rss-laiskan-yrittajan-markkinointi-podcast
rss-myyntiradio
rss-deloitten-podcastit
the-mel-schmidt-show-yrittajyys-lifestyle-kasvu
pelkkana-korvana
rss-regenerative-business-uudistava-liiketoiminta
juristipodi
rss-lahtijat