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(3787)

Influence: NVPC CEO Melissa Kwee on how individuals, organisations and leaders can work together to build a 'City of Good'

Influence: NVPC CEO Melissa Kwee on how individuals, organisations and leaders can work together to build a 'City of Good'

The National Volunteer and Philanthropy Centre (NVPC) has launched its new strategic vision called the “City of Good”, where individuals, organisations and leaders in Singapore work together to build ...

24 Okt 201912min

Money and Me: What a Brexit Delay Means for Global Markets

Money and Me: What a Brexit Delay Means for Global Markets

Join Michelle Martin, as she speaks to Arun Pai, Chief Kristals Officer, Kristal.AI about how the Brexit delay will impact global markets, as well as his perspectives on whether Hong Kong will lose it...

24 Okt 201914min

Money and Me: Hot themes and how to bank on them

Money and Me: Hot themes and how to bank on them

Investors look at a changing world in terms of opportunities in thematic investing. Where are the possible value areas if we looked at regions, industries or sectors? Three investors weigh in on healt...

23 Okt 201923min

Influence: 99.co's CEO Darius Cheung on the company's acquisition of REA Group's iProperty.com.sg and Rumah123.com

Influence: 99.co's CEO Darius Cheung on the company's acquisition of REA Group's iProperty.com.sg and Rumah123.com

What are the hot mega-trends ahead for the property sector? Michelle Martin speaks with Darius Cheung, Co-Founder and CEO of 99.co to find out. We also learn about 99.co's binding agreement to take ov...

23 Okt 201911min

Read: Do I Matter? The one factor people with great relationships share in common.

Read: Do I Matter? The one factor people with great relationships share in common.

Wong Lai Chun, Senior Assistant Director at the Samaritans of Singapore and Author of ‘Do I Matter? A Journey to Building Your Self-Esteem’ talks about the journey of building our own self-esteem and ...

22 Okt 201912min

Money and Me: How freelancers can be money-smart.

Money and Me: How freelancers can be money-smart.

No dental subsidy, no sick leave, no insurance or wait.... is there a way to change that? Michelle Martin, speaks to Grace Ng, Director, Education & Development, National Arts Council and Edward Choy ...

22 Okt 201923min

Influence: CurrencyFair and money transfers at low to no costs

Influence: CurrencyFair and money transfers at low to no costs

According to World Bank estimates, Singapore sent around US$6.2 billion overseas last year, exclusive of remittances coming into Singapore. You’re likely to have sent money overseas at some point but ...

21 Okt 20198min

Money and Me (The Property Edition):  How to buy landed property in Singapore

Money and Me (The Property Edition): How to buy landed property in Singapore

Is it a good time to buy your first landed property now? What are some factors to consider before you buy a landed property? Mohamed Ismail Gafoor, Chairman & CEO of Propnex Limited even breaks down ...

21 Okt 201921min

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