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(3712)

Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets

Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets

What do a Coldplay concert, a $50 billion Big Pharma pledge, and insider selling at Morgan Stanley have in common? They're all shaking up markets today. Hosted by Michelle Martin with Ryan Huang, this...

22 Jul 202527min

Money and Me: Are S-REITs Still Worth the Risk in 2025?

Money and Me: Are S-REITs Still Worth the Risk in 2025?

Singapore’s REIT market is shifting—do you know where the real yields are? Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh. From the ...

18 Jul 202522min

Market View: Trillion Dollar Moves and Streaming Shocks

Market View: Trillion Dollar Moves and Streaming Shocks

TSMC enters the trillion-dollar club, Netflix profits jump, but is the stock overhyped? Hosted by Michelle Martin with Ryan Huang, this episode dives into blockbuster earnings from Taiwan Semiconducto...

18 Jul 202527min

Money and Me: Why “Debt” Doesn’t Have to Be a Dirty Word

Money and Me: Why “Debt” Doesn’t Have to Be a Dirty Word

What do you associate with “debt”? A chance at profit or visceral panic? Hosted by Michelle Martin, this episode explores how bonds and private credit are transforming from taboo to treasure. Aman Puj...

17 Jul 202519min

Market View: Trump vs Powell, Wall Street Winners & STI Movers

Market View: Trump vs Powell, Wall Street Winners & STI Movers

How much of a mess would it be if Powell was fired by the US President? And who might take Powell's place? Hosted by Michelle Martin with Ryan Huang, this episode dives into speculation over Jerome Po...

17 Jul 202521min

Money and Me: Stay Invested for the Long Run? 

Money and Me: Stay Invested for the Long Run? 

Host Michelle Martin sits down with Christopher Tan, CEO of Providend, to find out if his April article challenging the most sacred rule of investing: "stay invested for the long run" still holds in h...

16 Jul 202518min

Market View: Banking Bonanza Meets Big Tech Breakthrough as Markets Hit New Highs

Market View: Banking Bonanza Meets Big Tech Breakthrough as Markets Hit New Highs

When three major banks crush earnings expectations while Nvidia rockets to all-time highs on China news, you know something big is happening in the markets. Hosted by Michelle Martin with Ryan Huang,...

16 Jul 202528min

Money and Me: What is the Real Cost of an ILP? 

Money and Me: What is the Real Cost of an ILP? 

How much are you really paying in fees when you buy an ILP? Michelle Martin and Tim Phillips from timtalksmoney.com dive into the high-stakes world of investment-linked policies. Learn when ILPs fees...

15 Jul 202526min

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