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)

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street gains. Hosted by Michelle Martin with Ryan Huang, the duo unpacks Alphabet’s and AMD’s earnings sel...

5 Feb 202520min

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Michelle Martin explores how businesses can thrive in the AI era with Professor Jason Davis, Associate Professor of Entrepreneurship and Family Enterprise at INSEAD. Discover how businesses are lever...

4 Feb 202523min

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Join Michelle Martin on her tour of markets! Asia-Pacific stocks rebound as US tariffs on Canada and Mexico are paused, but new levies on China loom. Michelle and Ryan examine the impact on Stellantis...

4 Feb 202520min

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment th...

3 Feb 202520min

Read: Bring your best self forward in 2025

Read: Bring your best self forward in 2025

What's the power of presence? How can you unlock your influence? Michelle Martin shares her booklist for resources to help you manage your presence.See omnystudio.com/listener for privacy information...

3 Feb 20253min

Market View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Market View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Hosted by Michelle Martin, this episode dives into the ripple effects of new US tariffs on Canada, Mexico, and China, and how sectors like automakers (Ford, General Motors) and retailers (Boot Barn) a...

3 Feb 202512min

Money and Me: Is that real? Deepfake Fraud today Jumio's Bala Kumar

Money and Me: Is that real? Deepfake Fraud today Jumio's Bala Kumar

Join Michelle Martin on Money and Me as she explores the rising threat of deepfake fraud with Bala Kumar, Chief Product and Technology Officer at Jumio. With identity fraud surging in Singapore, the c...

31 Jan 202523min

Mind Matters: Why does ADHD make managing money so hard?

Mind Matters: Why does ADHD make managing money so hard?

Were you called a daydreamer in school? Do you find you often regret your impulse buys? Are you missing payments on your credit card? Planning ahead and staying focused on a budget may be hard for the...

31 Jan 202518min

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