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(3714)

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Why have investors been talking about recession risks? Hosted by Michelle Martin, this episode explores how to brace your investments for a potential recession with Elijah Lee, Senior Financial Servic...

4 Jun 202519min

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Is nuclear energy the future of AI—and can Singapore’s stock market survive another delisting? Hosted by Michelle Martin, this edition dives into Meta’s massive 20-year nuclear deal to fuel its AI amb...

4 Jun 20258min

Money and Me: Crypto and the Fentanyl Pipeline

Money and Me: Crypto and the Fentanyl Pipeline

How is cryptocurrency powering one of the world’s deadliest underground economies? Hosted by Michelle Martin, this episode unpacks how digital currencies are entwined with the global fentanyl trade. M...

3 Jun 202515min

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

What do billion-dollar biotech deals and Stephen Curry’s impostor syndrome have in common? Hosted by Michelle Martin with Ryan Huang, today’s Market View kicks off with two major cancer-fighting pharm...

3 Jun 202524min

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

A billion-dollar bet on the future of clean energy is taking shape on Jurong Island. PacificLight’s upcoming hydrogen-compatible power plant, the most efficient of its kind in Singapore, is set to com...

3 Jun 202515min

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

When did you first feel the weight—and thrill—of managing your own money? Hosted by Michelle Martin, this episode explores the personal financial journeys that begin in university and National Service...

2 Jun 202520min

Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Catch the latest on Berkshire Hathaway, DaVita, UMS Holdings, Acrophyte Hospitality Trust, Frasers Hospitality Trust, DFI Retail, Tenaga Nasional, Red Robin Gourmet Burgers, SATS, Broadcom, Lululemon,...

2 Jun 202522min

Money and Me: Where Are Global Property Titans Investing?

Money and Me: Where Are Global Property Titans Investing?

Where are the world’s wealthiest parking their millions? Look no further than Dubai. Wealthy Asians are snapping up luxury properties in Dubai, now the world’s busiest market for homes over US$10 mill...

30 Mai 202522min

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