Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black 

A 200-year-old trading empire is looking good.

Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead.

Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow’s risk.

On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it’s time to overweight equities again.

Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by Meta, tax provisions at Mapletree Logistics Trust, and profitability at EV maker Nio.

Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang.

Companies mentioned:
Jardine Matheson • Oracle • Salesforce • Meta • Mapletree Logistics Trust • Nio • Yangzijiang Shipbuilding

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(4033)

Market View: Tariff Trouble, AI’s Big Test and a Gen Z Casino Bet

Market View: Tariff Trouble, AI’s Big Test and a Gen Z Casino Bet

US-Canada trade talks have collapsed, with Washington imposing 50 percent tariffs on around US$20 billion of Canadian goods and Ottawa preparing to retaliate. We look at why the dispute matters. Elsew...

24 Aug 12min

The Founder Scaling A Company's Ability to Make a Difference.

The Founder Scaling A Company's Ability to Make a Difference.

A charity drive, a donation, a day spent volunteering - doing good can feel good. But how do we know whether your company actually changed anything? Michelle Martin speaks with Lyn Sia Rosmarin, Found...

24 Aug 22min

Money and Me: Can You Afford the Retirement You Actually Want?

Money and Me: Can You Afford the Retirement You Actually Want?

More Singaporeans are hitting their CPF retirement targets, but is having enough to retire the same as having enough for the retirement you actually want? Two very different visions of ageing are emer...

24 Aug 21min

How this caregiver found a solution when 3 nursing homes said NO to her mother

How this caregiver found a solution when 3 nursing homes said NO to her mother

Finding the right care for a loved one with dementia is not easy. When even nursing homes say no, where can families turn? Michelle Martin speaks with Amy, a daughter and family caregiver, and Chloe ...

21 Aug 25min

Market View: Walmart Slides, Bond Yields Bite and AI’s $60 Billion Debt Question

Market View: Walmart Slides, Bond Yields Bite and AI’s $60 Billion Debt Question

Walmart suffers its worst day in four years as slower sales growth and cautious guidance raise fresh questions about the strength of the US consumer. Michelle Martin examines why Scott Bessent’s effor...

21 Aug 13min

Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend, about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centre...

21 Aug 18min

Market View: SK Hynix’s $29 Billion Bet, America’s Bond Problem and Moderna’s Cancer Breakthrough

Market View: SK Hynix’s $29 Billion Bet, America’s Bond Problem and Moderna’s Cancer Breakthrough

A blockbuster US$28.6 billion SK Hynix share buyback sends the chipmaker higher - but what does it tell investors about confidence in the AI memory boom? On Market View, Michelle Martin examines why C...

20 Aug 10min

Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips

Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips

CPF helps pay for some of life's biggest needs - from housing and healthcare to retirement. But could using too much CPF for your home today leave you with less tomorrow? Michelle Martin speaks with B...

20 Aug 20min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
finansredaksjonen
utbytte
rss-pa-konto
pengepodden-2
lederpodden
livet-pa-veien-med-jan-erik-larssen
rss-orjasater
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
okonomiamatorene
liberal-halvtime
rss-markedspuls-2