Market View: Berkshire After Buffett, China’s AI Exporters & Wall Street’s Consumer Test

What does investing like Warren Buffett look like now that the Oracle of Omaha has retired?

Michelle Martin follows the money at Berkshire Hathaway as the Greg Abel era takes shape, with fresh bets on US housing and a bigger position in Alphabet. What might Berkshire be seeing in a difficult housing market, and is its growing appetite for tech really such a departure from the Buffett playbook?

In China, Goldman Sachs is looking beyond the usual AI names to companies supplying the hardware behind the boom. Could printed circuit boards, data centres and robotics components offer another way into the AI trade - and how much should investors factor in geopolitics?

On Wall Street, Home Depot, Target, Lowe’s and Walmart put the American consumer under the microscope, while minutes from the Federal Reserve’s divided July meeting could offer clues on where rates go next.

Plus, Michelle goes Up or Down on Stripe’s US$7 billion OpenRouter deal, WuXi AppTec after its huge rally and Alibaba as Qwen passes three billion downloads.

And why are Chinese consumers more optimistic about AI than Americans? Where might Singapore sit? Finally, Spider-Man crosses US$2 billion as Hollywood rediscovers the power of the big-screen blockbuster.

Hosted by Michelle Martin.

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Episoder(4018)

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