Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

AI demand is exploding - but can Nvidia really deliver a trillion-dollar future?

Michelle Martin and Ryan Huang unpack Nvidia’s bold $1 trillion AI forecast driven by Blackwell chips, Vera Rubin systems and the rise of agentic AI that can act, not just respond.

Hosted by Michelle Martin with Ryan Huang, the conversation explores whether Nvidia can maintain dominance as rivals circle and energy constraints loom.

We also revisit Berkshire Hathaway’s $2 billion Iran oil windfall - a reminder of Buffett’s enduring edge in geopolitics and commodities.

In corporate news, Dollar Tree surprises on pricing power while Peloton pivots to gyms, Sert expands logistics assets in Europe, and SATS rides cargo growth optimism.

Back home, the STI climbs with Singapore Exchange, Singtel and Wilmar leading gains even as UOL lags.

And in today’s Last Word, Pop Mart faces life after Labubu mania - can it reinvent its toy empire?

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(3930)

Money and Me : Self-Employed? Tips to boost your CPF

Money and Me : Self-Employed? Tips to boost your CPF

Hosted by Michelle Martin. A recent case of a self-employed Singaporean amassing more than S$1.2 million in CPF savings challenges conventional wisdom about retirement planning outside traditional emp...

18 Juni 25min

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Could the market's hottest AI trades be creating the next generation of meme stocks? And if a sneaker company can reinvent itself as an AI firm, what exactly are investors buying today - earnings, or...

18 Juni 12min

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Sin...

17 Juni 14min

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

In this episode of LIVE WELL WITH MICHELLE, Michelle Martin speaks with Japhire Gopi Kannan, Founder of JA Assure, about building a thriving business by solving overlooked risks in healthcare, high-va...

17 Juni 23min

Money and Me: The Hidden Growth Giants the Market Still Doesn't Get

Money and Me: The Hidden Growth Giants the Market Still Doesn't Get

What if the biggest investing opportunities aren't hidden stocks - but companies everyone thinks they already understand? In this episode of Money and Me, hosted by Michelle Martin, Chin Hui Leong, Co...

17 Juni 36min

Money and Me: Women's Health Doesn't Stop at Midlife — It Starts Mattering More

Money and Me: Women's Health Doesn't Stop at Midlife — It Starts Mattering More

Why are so many women misunderstood, misdiagnosed or unsupported during key life transitions - and what is the cost to employers? This episode explores why menopause and other midlife health challenge...

16 Juni 22min

LIVE WELL WITH MICHELLE: Why don't more Dads use parental leave?

LIVE WELL WITH MICHELLE: Why don't more Dads use parental leave?

Dads, do you feel supported at work? When CEO Xander Ong took the full 10 weeks of parental leave after the birth of his second child, he discovered lessons that extended far beyond parenting. Hosted ...

16 Juni 22min

Market View: IPO Fever, Peace Deals & the Next Asian Market Darlings  

Market View: IPO Fever, Peace Deals & the Next Asian Market Darlings  

Could Asia be entering a new IPO boom just as geopolitical tensions ease? SpaceX's explosive debut grabs headlines, but are Xiaohongshu and Foundation Healthcare the listings investors should really b...

16 Juni 18min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
uppgang-och-fall
rss-borsens-finest
24fragor
avanzapodden
svd-tech-brief
rss-dagen-med-di
lastbilspodden
dynastin
tabberaset
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
fill-or-kill
borsmorgon
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-inga-dumma-fragor-om-pengar
rss-usa-lounge-loungepodden