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(3716)

Money and Me: Is this the long-awaited S-Reit Turnaround?

Money and Me: Is this the long-awaited S-Reit Turnaround?

Join Michelle Martin on Money and Me as she explores the recent surge in Singapore REITs, with the SREIT Index jumping 5.5% last week. Join Michelle and her guest Kenny Loh, REIT Specialist, as they d...

17 Mar 20259min

Market View: Digital Core REIT, Hong Leong Asia, DBS, OCBC, Nvidia, Tesla, Walmart, ExxonMobil, Procter & Gamble, PepsiCo, SATS, Sembcorp

Market View: Digital Core REIT, Hong Leong Asia, DBS, OCBC, Nvidia, Tesla, Walmart, ExxonMobil, Procter & Gamble, PepsiCo, SATS, Sembcorp

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher, led by gains in Seoul, Tokyo, and Sydney, as China moves to boost consumption. Hosted by Michelle Martin, this epi...

17 Mar 202514min

Influence: Women, Power, and Diplomacy with Ambassador Sarah McGrath

Influence: Women, Power, and Diplomacy with Ambassador Sarah McGrath

Welcome to Influence, the podcast that explores the intersection of power, purpose, and personal growth. Hosted by Michelle Martin, this episode honors International Women’s Day with Irish Ambassador ...

14 Mar 20257min

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the S&P 500’s correction and gold's historic rise past $3,000. What’s next for gold miners ...

14 Mar 202521min

Money and Me: Can You Become a CPF Millionaire without top-ups?

Money and Me: Can You Become a CPF Millionaire without top-ups?

Hosted by Michelle Martin, this episode explores whether you can become a CPF millionaire solely through contributions with Chuin Ting Weber, CEO and Chief Investment Officer of MoneyOwl. Chuin Ting b...

14 Mar 202525min

Money and Me: Will AI replace me or add to my work?

Money and Me: Will AI replace me or add to my work?

The biggest barriers to change aren't usually about technology, they're human. And if there are major problems with trust involved with the implementation at workplaces, that comes at a cost. Michelle...

13 Mar 202520min

Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street’s rally. Michelle and Ryan unpacks GoTo and Del Monte’s earnings struggles, the resolution of CDL’s...

13 Mar 202518min

Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

MIchelle Martin and Nirgunan Tiruchelvam, Alētheia Capital's Head of Consumer and Internet discuss the latest turns of the Chocolate Finance story On 4 March, users of Chocolate finance learnt they co...

12 Mar 20258min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
utbytte
pengesnakk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
lydartikler-fra-aftenposten
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-investering-gjort-enkelt
flypodden
shifter
rss-fa-makro