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.

Avsnitt(3721)

Market View: DBS, OCBC, UOB, McDonald's, Coca-Cola, Starbucks, ThaiBev, PropNex, GuocoLand, and Gold

Market View: DBS, OCBC, UOB, McDonald's, Coca-Cola, Starbucks, ThaiBev, PropNex, GuocoLand, and Gold

Join Michelle Martin on her tour of markets! Michelle looks closer at the Straits Times Index which hit a record high. What was driving it's gains before profit-taking set in? McDonald's defies expect...

11 Feb 202511min

Money and Me: What you need to know to get into medical school from 2025

Money and Me: What you need to know to get into medical school from 2025

Singapore is expanding its list of recognized foreign medical schools, giving aspiring medical students more options to study abroad. Hosted by Michelle Martin, this episode features Dr. Dexter Sim, M...

10 Feb 202524min

Market View: DBS, CapitaLand Ascott Trust, CapitaLand India Trust, Mapletree Logistics Trust, Suntec REIT, BP, BYD, Apple, Bank of America, McDonald's, Coca-Cola, Marriott, MGM Resorts, Biogen, Wynn Resorts, GE Healthcare

Market View: DBS, CapitaLand Ascott Trust, CapitaLand India Trust, Mapletree Logistics Trust, Suntec REIT, BP, BYD, Apple, Bank of America, McDonald's, Coca-Cola, Marriott, MGM Resorts, Biogen, Wynn Resorts, GE Healthcare

Join Michelle Martin on her tour of markets! DBS posts record earnings and announces new dividends - what does this mean for investors? CapitaLand Ascott Trust, CapitaLand India Trust, and Mapletree L...

10 Feb 202515min

Money and Me: How the expensive US stock market is being impacted by trends in AI

Money and Me: How the expensive US stock market is being impacted by trends in AI

Founder of the Tao of Trading, Simon Ree, joins Michelle Martin to discuss the market’s current valuation landscape. He highlights that the Cyclically-Adjusted PE (CAPE) ratio stands at 38 - making U....

7 Feb 202519min

Market View: Amazon, Peloton, Yum Brands, Tapestry, Roblox, Maersk, Honeywell, ST Engineering, SGX, Thai Beverage & More

Market View: Amazon, Peloton, Yum Brands, Tapestry, Roblox, Maersk, Honeywell, ST Engineering, SGX, Thai Beverage & More

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest major earnings reports. Hosted by Michelle Martin with Ryan Huang, this episode breaks down Amaz...

7 Feb 202525min

Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole. What do the moves mean for US interests? Th...

6 Feb 202523min

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Join Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street. Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand...

6 Feb 202521min

Money and Me: Personal Finance 101 for gig workers in 2025

Money and Me: Personal Finance 101 for gig workers in 2025

Hosted by Michelle Martin, this episode explores the financial impact of Singapore’s Platform Workers Act with Elijah Lee, Senior Financial Services Manager at Phillip Securities. How will mandatory C...

5 Feb 202524min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
borsmorgon
lastbilspodden
fill-or-kill
avanzapodden
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-inga-dumma-fragor-om-pengar
kvalitetsaktiepodden
affarsvarlden
dynastin
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi