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(3721)

Money and Me: $600k or $1 million needed to retire?

Money and Me: $600k or $1 million needed to retire?

How much do you really need to be able to spend with ease when you retire? $600 thousand or $1 million dollars? What if the answer was much less? Michelle Martin speaks with Invest Editor at the Stra...

20 Feb 202518min

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, as both break down Asia-Pacific markets, which have been trading lower amid US tariff concerns. Dive into REIT W...

20 Feb 202525min

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

As markets hit record highs, should investors buy now or wait for a pullback? What do the historical numbers say about the probability of pullbacks? Are there ETF's that do well when markets reach ATH...

19 Feb 202525min

Market View: UOB, DBS, OCBC, Baidu, Intel, Nike, Parkson Retail Asia, mm2 Asia, ST Engineering, Hong Kong Land, and Captain America’s Box Office Battle

Market View: UOB, DBS, OCBC, Baidu, Intel, Nike, Parkson Retail Asia, mm2 Asia, ST Engineering, Hong Kong Land, and Captain America’s Box Office Battle

Join Michelle Martin on her tour of markets! Asia-Pacific indices are trading mixed as investors react to the RBA’s first rate cut in four years. Hosted by Michelle Martin with Ryan Huang, this episod...

19 Feb 202521min

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Has your CPF account closed already because you turned 55 this year? Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55. Should you keep your money in the 2.5% ear...

18 Feb 202522min

Market View: Hongkong Land, BHP, Delta Airlines, Oiltek, SGX, SingPost, MBS, ComfortDelGro, Alibaba, Tesla, Palantir, Baidu, JD.com & More

Market View: Hongkong Land, BHP, Delta Airlines, Oiltek, SGX, SingPost, MBS, ComfortDelGro, Alibaba, Tesla, Palantir, Baidu, JD.com & More

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, dive into Singapore’s record-breaking STI performance led by Hongkong Land and Genting Singapore. Explore BHP’s ...

18 Feb 202523min

Money and Me: What Trump's Latest Moves Could Mean for Markets

Money and Me: What Trump's Latest Moves Could Mean for Markets

What happens when the world's most powerful economy is run by people staffed by loyalty vs competence? Are markets complacent because of the "predictable, unpredictability" of the Trump administration...

17 Feb 202521min

Market View: Berkshire Hathaway, Bank of America, Citigroup, Capital One, Constellation Brands, DaVita, ESR REIT, Marco Polo Marine, Casa Holdings, Dell Technologies, Apple, Airbnb, SIA Engineering, Seatrium, BP, Yangzijiang Shipbuilding, SGX

Market View: Berkshire Hathaway, Bank of America, Citigroup, Capital One, Constellation Brands, DaVita, ESR REIT, Marco Polo Marine, Casa Holdings, Dell Technologies, Apple, Airbnb, SIA Engineering, Seatrium, BP, Yangzijiang Shipbuilding, SGX

Hosted by Michelle Martin with Ryan Huang, this episode explores Warren Buffett's latest moves at Berkshire Hathaway, including trades in Bank of America, Citigroup, Capital One, Constellation Brands,...

17 Feb 202524min

Populært innen Business og økonomi

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