Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

A brutal US winter storm knocks out power, freezes gas production and sends energy prices - and energy stocks - sharply higher.

Gold smashes through US$5,000 an ounce as the US dollar weakens, pushing investors toward precious metals and currency hedges.

Unexpected winners emerge on the SGX, with pawnshop operator MoneyMax riding the gold rally.

In corporate news, Nvidia edges closer to overtaking Apple as TSMC’s top customer, while CoreWeave surges on fresh AI investment.

Back home, Singapore banks weigh on the STI as Wilmar shines, highlighting sector rotation in local markets.

Market View unpacks what extreme weather, soaring commodities and shifting tech leadership mean for investors - hosted by Michelle Martin with Ryan Huang.

Hear about : Nvidia · Apple · CoreWeave · Cheniere Energy · Excelerate Energy · Quanta Services · MoneyMax Financial Services · Mapletree Logistics Trust · OUE REIT · UOB · DBS · OCBC · Wilmar International

See omnystudio.com/listener for privacy information.

Episoder(3784)

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Big Pharma’s report cards just rewrote the market mood. Market View dives into why Pfizer slipped into a quarterly loss, why Novo Nordisk plunged double digits, and how Merck managed to buck the trend...

4 Feb 22min

READ: The Sound of S-C-H  by Danielle Lim

READ: The Sound of S-C-H  by Danielle Lim

Danielle Lim, author of The Sound of S-C-H, joins READ with Michelle Martin to discuss the newly reissued edition of her Singapore literature prize-winning book that chronicled her uncle’s life with s...

3 Feb 22min

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer. Our guest, John Sidawi, Senior Portfolio M...

3 Feb 18min

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Disney beats earnings but warns of falling tourist demand, sending its shares sharply lower. Costs are eating into some of the Disney magic. Meanwhile, Elon Musk is building a super stock story. Elon ...

3 Feb 24min

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Markets are flashing warning lights - and investors are wondering if the rules have changed. Gold and silver tumble after a near-vertical rally as politics collides with monetary policy. We unpack why...

2 Feb 15min

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between t...

2 Feb 24min

Money and Me: Would you stop buying a S&P 500 ETF?

Money and Me: Would you stop buying a S&P 500 ETF?

It used to be the good old reliable way to grow wealth, but is it time to look away from this old favourite? As concentration risk hits record highs, one dividend investor says the S&P 500 is no long...

30 Jan 24min

Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Market View: Earnings strength doesn’t guarantee stock gains, High Rollers & Hot Commodities

Apple and Marina Bay Sands just delivered blowout results - but not all markets are celebrating. Apple posts its best iPhone quarter in years as China demand rebounds and services face pressure. Marin...

30 Jan 20min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
rss-investering-gjort-enkelt