Market View: Nvidia’s Moonshot & The Tech Tipping Point

Market View: Nvidia’s Moonshot & The Tech Tipping Point

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market sentiment.

Nvidia just delivered one of the most closely watched earnings results of the year - and the AI giant did not disappoint.

Market View dives into Nvidia’s 65% profit surge and what it signals for the broader AI trade.

We run through a tech-heavy Up or Down round featuring Palo Alto Networks and Block.

Target cuts its profit outlook as US consumers tighten spending.

Nokia, Xiaomi and SGX headline Round 2 as the AI infrastructure story accelerates.

All this and a check-in on the STI - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Money and Me: Gulf Shock - Will Oil & Travel Stocks Take the Hit? Are AI layoffs here?

Oil is spiking, AI firms are being blacklisted, and inflation just ran hotter than expected - what does that mean for your money in March? As US-Israel strikes on Iran and retaliation across the Gulf ...

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Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

War in the Middle East sends oil surging and markets are scrambling for cover. Brent crude spikes to four-year highs as investors rotate into classic safe havens, while Dow futures tumble. We unpack h...

2 Maalis 22min

Money and Me: Where is smart investor money going?

Money and Me: Where is smart investor money going?

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where i...

27 Helmi 21min

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets? In this episode, hosted by Michelle Martin with Ryan Huang, w...

27 Helmi 24min

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

When the Dow drops 800 points in a day, is it panic - or opportunity knocking? In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising...

26 Helmi 19min

Market View: AI Titans, Dividend Kings & Turbulent Skies

Market View: AI Titans, Dividend Kings & Turbulent Skies

Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Helmi 29min

Market View: Banks, Planes & Political Signals

Market View: Banks, Planes & Political Signals

Will dividends, one-off gains and Washington politics reshape market momentum this week? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 bi...

25 Helmi 23min

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