Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors.

Microsoft splits Wall Street - one broker waves the red flag, another doubles down on AI-driven upside.

Who’s right?

Microsoft is at the heart of a sharp broker divide, with Melius Research downgrading the stock over free cash flow pressures while D.A. Davidson turns bullish on the AI ecosystem surrounding OpenAI.

We unpack why one camp is worried about subscription growth and capital intensity, while the other sees long-term operating leverage from AI adoption.

From the US to Japan, markets also react to Prime Minister Sanae Takaichi’s election win - and Warren Buffett’s winning Japan strategy.

Our UP or DOWN segment checks in on Montage Technology, Novo Nordisk, NatWest, and Oracle amid volatile global trading.

Plus, local market movers on the STI and a surprising box office twist in today’s Last Word, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Avsnitt(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

Breached ceasefire? As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded. We unpack the market whiplash as Brent crude plunges then spikes, and wha...

9 Apr 25min

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

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

The Straits of Hormuz is set to reopen for two week. What does that mean for markets? A fragile US-Iran ceasefire reopens the Strait of Hormuz, sending oil prices sharply lower and easing global sup...

8 Apr 23min

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

Money and Me: Stop Overthinking, Pick the Right Platform & Start Investing

If the biggest thing holding you back from investing is just not knowing where to begin, we have got you covered today. We break down what really matters when choosing an investment platform - beyond ...

8 Apr 24min

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Money and Me: When AI Spends for You - The Rise of Agentic Payments

Veteran of the crypto market CEO of Morph, Colin Goltra is optimistic that the average person will comfortably let AI spend money on their behalf by the end of this year. A new wave of “agentic commer...

7 Apr 19min

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

Market View: AI Boom vs Credit Stress - Chips Soar, Money Pulls Back

AI profits are exploding - but cracks are emerging beneath the surface of global markets. Samsung’s blockbuster earnings signal unstoppable demand for AI infrastructure, even as geopolitical risks loo...

7 Apr 19min

Money and Me: Investors and North Asia Edge 

Money and Me: Investors and North Asia Edge 

What if the next big investment opportunity isn’t in the US, but right next door in Asia where much of AI's backbone is being built? We zoom in on the “Golden Triangle” of Japan, South Korea and Taiwa...

6 Apr 18min

Market View: Oil Shock, AI Wars & EV Reality Checks

Market View: Oil Shock, AI Wars & EV Reality Checks

Markets are climbing - but under the surface, pressure is building fast. Oil surges past US$110 as geopolitical risks collide with resilient US jobs data. Starbucks’ turnaround efforts fall flat with ...

6 Apr 21min

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

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

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...

2 Apr 24min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
svd-tech-brief
rss-borsens-finest
badfluence
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
24fragor
lastbilspodden
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
tabberaset
rss-veckans-trade
rss-kort-lang-analyspodden-fran-di
borsmorgon