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.

Episoder(3784)

Market View: Buffett’s Quiet Accumulation & the Luxury Shake-Up

Market View: Buffett’s Quiet Accumulation & the Luxury Shake-Up

The Oracle of Omaha makes a surprise tech bet - what does Warren Buffett know that the rest of the market doesn’t? Hosted by Michelle Martin with Ryan Huang, we break down the Berkshire Hathaway portf...

17 Nov 202522min

Money and Me: Bubble Signs or Smart Moves?

Money and Me: Bubble Signs or Smart Moves?

SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals,...

13 Nov 202523min

Market View: ON’s Big Run, AI’s Big Questions & STI’s Record Climb

Market View: ON’s Big Run, AI’s Big Questions & STI’s Record Climb

Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster gu...

13 Nov 202522min

Read: Tiny Rice Grains 

Read: Tiny Rice Grains 

Inclusion is under siege. As companies scale back DEI amid political backlash, can Asia offer a new lens for belonging - one rooted in empathy and economics? Lyn R. Lee, former Global Chief DEI Office...

12 Nov 202519min

Money and Me: The Great ILP Debate - Fair Critique or Misunderstood Product?

Money and Me: The Great ILP Debate - Fair Critique or Misunderstood Product?

A fierce debate has erupted over investment-linked insurance plans. Are ILPs misunderstood tools for long-term wealth, or overly complex, high-cost products investors should avoid? Christopher Tan, CE...

12 Nov 202524min

Market View: Sea, Singtel & SoftBank’s Big Moves - and What’s Next for AI and Earnings

Market View: Sea, Singtel & SoftBank’s Big Moves - and What’s Next for AI and Earnings

Profits are up, but not everyone’s cheering. Sea Limited doubles earnings while Singtel posts a massive jump - yet investors aren’t entirely convinced. SoftBank cashes out of Nvidia to fund its AI fut...

12 Nov 202511min

Money and Me: Beat the Clock on SRS - Grow More, Tax Less

Money and Me: Beat the Clock on SRS - Grow More, Tax Less

A race against time - and one that could save you real money. As the year ends, many Singaporeans hurry to make their S$15,300 SRS contribution to cut their tax bill - but how does the scheme work We...

11 Nov 202524min

Market View: Buffett’s Quiet Exit, Big Market Rebounds & Paris’ Eternal Lottery

Market View: Buffett’s Quiet Exit, Big Market Rebounds & Paris’ Eternal Lottery

Markets are moving. US lawmakers strike a compromise to end the shutdown, sending the S&P 500 and Nasdaq sharply higher, with Nvidia, Palantir among the day’s top gainers. We unpack Warren Buffett’s p...

11 Nov 202511min

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