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)

Money and Me: The Homeowner’s Dilemma

Money and Me: The Homeowner’s Dilemma

Is it wiser to clear your mortgage early—or let your home loan work harder for you? With Singapore’s Seller’s Stamp Duty now back at 2017 levels, investors and homeowners alike are reassessing their s...

8 Jul 202524min

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

The dinosaurs aren't the only thing roaring—markets are too, as Trump’s sweeping tariff threats rattle global trade. Tesla, ExxonMobil, Samsung, FWD, Del Monte, and Jurassic World: Rebirth all make he...

8 Jul 202523min

Mind Matters: Burnout is not an individual's problem, it's an organisational issue

Mind Matters: Burnout is not an individual's problem, it's an organisational issue

Do businesses here recognise burnout is an organisational issue? Work-life balance is now the #1 priority for workers globally, surpassing salary. Singapore ranks as the third most burnt-out city in...

7 Jul 202517min

Money and Me: Renovating Smart without Going Broke

Money and Me: Renovating Smart without Going Broke

You want your renovation 100% within your budget and most importantly - you want it flexible, so what are your choices? Michelle Martin speaks to the digital bank to find out how it designed a renovat...

7 Jul 202516min

Market View: Boom Time for Drones and Defense Stocks

Market View: Boom Time for Drones and Defense Stocks

Foxconn smashes revenue records—but is turbulence ahead? Michelle Martin delves into the red-hot defense sector and drone surge. From AeroVironment to Kratos and Karman, military tech is in the spotli...

7 Jul 202514min

Money and Me: Insurance Crossroads – Upgrades, Downgrades & the MediShield Shakeup

Money and Me: Insurance Crossroads – Upgrades, Downgrades & the MediShield Shakeup

Singapore’s health insurance landscape is shifting—and many seniors are rethinking their coverage. What's prompting some to downgrade or drop their private Integrated Shield Plans. What’s behind the p...

2 Jul 202527min

Market View: Trump’s Budget, Musk’s Fury, and the Solar Stock Surprise

Market View: Trump’s Budget, Musk’s Fury, and the Solar Stock Surprise

Clean energy stocks are soaring—even as President Trump mocks wind power! Michelle Martin and Ryan Huang explore the market’s curious reactions to Trump’s new “Big, Beautiful Bill". From solar surges ...

2 Jul 202524min

Money and Me: What are Asia's wealthiest incorporating into their portfolios?

Money and Me: What are Asia's wealthiest incorporating into their portfolios?

To what extent are Asia’s wealthiest investors turning to digital assets and tokenized stocks? Michelle Martin unpacks the rise of institutional and family office interest in digital assets with Melvi...

1 Jul 202517min

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