Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

Market View: Is there a real path to de-escalation for the Iran conflict? Will the US market meltdown? AI’s Debt-Fueled Data Center Boom

War rhetoric, surging oil and AI spending are colliding - and markets are trying to figure out what breaks first.

In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack how mixed signals from U.S. President Donald Trump on the Iran conflict are rattling investors and pushing Brent crude toward the US$100 mark.

We explore what 50 years of oil shocks teach us about the two signals markets really watch during geopolitical crises.

Strategist Ed Yardeni warns the odds of a U.S. market meltdown could rise to 35% if the Iran conflict escalates - but is that too pessimistic?

Meanwhile, the AI infrastructure race intensifies as Oracle builds massive data centers financed by heavy borrowing.

We also play UP or DOWN with HPE, Hims & Hers, YouTube and Suntec REIT, and check in on the Straits Times Index, Hongkong Land, UOL and Wilmar International as Singapore markets try to stabilize.

Companies mentioned: Oracle, Hewlett Packard Enterprise (HPE), Hims & Hers, YouTube, Suntec REIT, Hongkong Land, UOL, Wilmar International

See omnystudio.com/listener for privacy information.

Episoder(3837)

Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

Market View: Oil whipsaws on peace hopes,  AI Moves - Meta, Grab, Delta in Focus

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Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

Market View: Ceasefire Relief, Oil Swings & the SpaceX IPO Frenzy

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Money and Me: Investors and North Asia Edge 

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6 Apr 18min

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6 Apr 21min

Money and Me: The transformations ahead for Agentic AI and real estate

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AI is getting cheaper, smarter - and possibly reshaping everything from property to portfolios. In this episode, hosted by Michelle Martin, we discuss the implications of agentic AI on real estate and...

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