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: Spin-Off Buzz, REIT Moves and a Rising Sing Dollar

Market View: Spin-Off Buzz, REIT Moves and a Rising Sing Dollar

A potential $1.8 billion REIT listing is creating waves — is Centurion’s spin-off a game-changer? NTT DC REIT’s debut draws 10x oversubscription, but did it deliver post-listing? Michelle unpacks earn...

15 Jul 20257min

Money and Me: The Private Property Pause

Money and Me: The Private Property Pause

Private home sales plunge, prices stagnate—yet one new launch has had a warm reception. Singapore’s property market cools in Q2 2025, with private home sales down over 66%. HDB resale price growth slo...

14 Jul 202517min

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinof...

14 Jul 202515min

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Are retail investors outmaneuvering the pros in Trump’s trade war? Inflation expectations are cooling — but is it really a green light for markets? IBM lays off 8,000 with AI, yet is growing headcount...

10 Jul 202525min

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

A record-breaking run for Temasek, copper prices soar on Trump’s tariffs, and Netflix bets big on anime. What does Temasek’s strategy tell us about smart investing? Will copper’s surge reshape global ...

10 Jul 202525min

Mind Matters: Burnout — when its more than a work problem

Mind Matters: Burnout — when its more than a work problem

Could burnout be closer than you think — even if you're just feeling “a little off”? Join Michelle Martin in conversation with psychologist Haja Navaz of Sparkz Counselling as they unpack the nuances ...

9 Jul 202517min

Money and Me: Rethinking Fixed Income Now

Money and Me: Rethinking Fixed Income Now

Take a closer look at a fixed income fund trusted by Singaporeans — with 90% of its investors based in Singapore. What if fixed income isn’t just a defensive play — but a smart way to grow your wealth...

9 Jul 202526min

Market View: Prime Time strategy , Tech giants reboot

Market View: Prime Time strategy , Tech giants reboot

What if Prime Day beats Black Friday in sales for the first time ever? Michelle Martin and Ryan Huang explore Amazon’s bold 4-day shopping bonanza and how it's changing the e-commerce playbook. They u...

9 Jul 202524min

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