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)

Market View: Tariffs, Bitcoin & Big Birds

Market View: Tariffs, Bitcoin & Big Birds

A U.S. tiremaker gets a turbo boost from Trump’s tariffs — is Goodyear the market’s next big gainer? Bitcoin climbs above $110K — are crypto miners and trading platforms set to ride the next wave? Mee...

23 Mai 202524min

Influence:  Crave’s Dr Abdul Malik Hassan on Building Singapore’s Favourite Nasi Lemak Brand

Influence:  Crave’s Dr Abdul Malik Hassan on Building Singapore’s Favourite Nasi Lemak Brand

From humble hawker stall to national brand—how do you scale soul food? Dr Abdul Malik Hassan turned a family legacy into over 30 Crave outlets across Singapore. He shares how filial piety, smart strat...

22 Mai 202522min

Money and Me: Dividend Titans and the New Berkshire Playbook

Money and Me: Dividend Titans and the New Berkshire Playbook

Is safety the new smart money strategy? With inflation lingering and volatility rising, dividend-paying defensive stocks are stepping into the spotlight. Michelle Martin breaks down the appeal of inco...

22 Mai 202522min

Market View: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Market View: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Markets are down—but stories are heating up. Malaysia’s biggest IPO of the year takes center stage, while Singapore’s SingPost undergoes another leadership shift. Wall Street tumbles as US debt worrie...

22 Mai 202524min

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Are we out of the woods, or is recession still looming despite tariff relief? Moody’s downgrade puts US Treasuries under fresh scrutiny—should investors be worried? Retail investors are buying the dip...

21 Mai 202520min

Market View: Batteries, Bonds, and Brokers’ Takes

Market View: Batteries, Bonds, and Brokers’ Takes

CATL’s blockbuster IPO powers past market headwinds—what it says about appetite for EV bets. US Treasuries under pressure as Moody’s issues a downgrade—what it could mean for Asian fund flows. HPE and...

21 Mai 202521min

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

The tech titans' grip on markets may be loosening—what’s next for investors? Hosted by Michelle Martin, this episode welcomes Tim Phillips, Founder of TimTalksMoney, to unpack the underperformance of ...

16 Mai 202530min

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Singapore Airlines is soaring to record profits—but is the runway clear ahead? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into SIA’s 65% earnings surge and the 7-month bonus...

16 Mai 202525min

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