Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

Market View: Wall Street moving higher, AI hype meets reality & Eli Lilly eyes expansion beyond GLP-1

AI optimism hits a reality check as Microsoft posts its worst quarter since 2008, raising doubts about near-term returns from massive AI investments.

Competition from Google, OpenAI and Anthropic intensifies as Copilot adoption lags expectations.

Meanwhile, McCormick’s $45B acquisition of Unilever’s food unit signals a major shift in consumer staples strategy.

Wall Street rallies hard, with the Dow surging over 1,100 points, as investors weigh geopolitics, oil and positioning.

In corporate moves, Nvidia backs Marvell Technology, while Eli Lilly expands into sleep therapeutics.

Closer to home, STI weakness masks deeper corrections in names like City Developments Limited and Jardine Matheson - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Avsnitt(3804)

Money and Me: Own Gold Without a Vault - Understanding Gold ETFs

Money and Me: Own Gold Without a Vault - Understanding Gold ETFs

Where is the Asian equivalent to Fort Knox? How can you invest in physical gold? Michelle Martin breaks down the surge in gold investing as prices hit record highs and uncertainty drives demand for sa...

27 Mars 25min

Money and Me: Oil Shock, Gold Paradox & The Hidden Risks in Private Credit

Money and Me: Oil Shock, Gold Paradox & The Hidden Risks in Private Credit

Oil spikes, gold stumbles, and private funds start locking the gates - are investors missing the real risks? March has reshaped the investing landscape as geopolitical tensions send oil soaring and ma...

26 Mars 24min

Market View: The Social Media Addiction Trials and tech counters, Keppel’s $200B Bet & AI’s Next Power Play

Market View: The Social Media Addiction Trials and tech counters, Keppel’s $200B Bet & AI’s Next Power Play

Social media giants face a legal reckoning, Keppel races toward a $200 billion ambition, and AI stocks are back on fire - what does it all mean for investors? Markets are navigating a collision of reg...

26 Mars 24min

READ : Jobhunting by Ricky Foo

READ : Jobhunting by Ricky Foo

If you need a new blueprint for thinking about careers, Michelle says, this is the book to pick up. In this conversation with Ricky Foo, author and headhunter, she explores the uncomfortable truth: jo...

25 Mars 24min

Money and Me: Does Your Retirement Strategy Need an Update?

Money and Me: Does Your Retirement Strategy Need an Update?

As Asia ages at record speed, the old “save then spend” playbook is evolving. Michelle Martin speaks with Andy Budden of Capital Group on why a 100-year life demands a complete rethink of investing. F...

25 Mars 20min

Market View: AI Reckoning, Oil Surge & Governance Shock

Market View: AI Reckoning, Oil Surge & Governance Shock

A $375M verdict, oil profits on steroids, and AI winners splitting from losers - markets are sending sharp signals. Asia-Pacific markets take their cue from Wall Street’s wobble as geopolitics and val...

25 Mars 22min

Influence: Meet The Straits Times Singaporean of the Year, Dr Chen Shiling 

Influence: Meet The Straits Times Singaporean of the Year, Dr Chen Shiling 

Michelle Martin speaks with Dr Chen Shiling, Founder of the Happee Hearts Movement and Straits Times Singaporean of the Year 2025, in this deeply moving conversation on purpose and impact. She could h...

24 Mars 26min

Money and Me: REIT Fatigue & Pharma Shock - What’s Spooking Investors?

Money and Me: REIT Fatigue & Pharma Shock - What’s Spooking Investors?

From weak demand for REIT fundraising to a sharp selloff in one of Europe’s biggest companies, markets are sending mixed signals, hosted by Michelle Martin with Willie Keng, Founder, Dividend Titan. (...

24 Mars 24min

Populärt inom Business & ekonomi

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