Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

Avsnitt(3690)

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Michelle Martin looks at why Asia-Pacific markets are trading higher this morning. In this special solo edition, Michelle dives into Hyundai's record share surge amidst its planned IPO of Hyundai Motor India. Morgan Stanley's top stock picks, including Broadcom, Toast, and Apple, are highlighted, alongside other potential high-growth companies like Alphabet and Tesla. Michelle also reviews local market movements and corporate updates, with a focus on Yangzijiang Shipbuilding, SingTel, and Jardine Cycle & Carriage. Lastly, she covers the impressive opening weekend for a new movie parents may want to check out.See omnystudio.com/listener for privacy information.

18 Juni 202414min

Money and Me: AI is causing a surge in this sector

Money and Me: AI is causing a surge in this sector

In today's episode of "Money and Me," with Michelle Martin, we delve into the evolving landscape of the utilities sector amid soaring AI-driven energy demand. Swapnil Mishra, Founder of WealthZen joins the discussion - how is the surge in AI data centers transforming electricity consumption and what does this mean for utility investors? Discover the potential of a simple ETF said to be able to turn $500 a month into $1 million in around 23 years and explore the current state of office REITs - are prospects bleak? What does a turnaround hinge on? We also look at the different ways of investing in gold ETFs and what the latest from the Federal Reserve, why are the breaks on a quick easing cycle?See omnystudio.com/listener for privacy information.

14 Juni 202423min

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

In today's episode of "Market View,"  Michelle Martin and guest Willie Keng, Founder of Dividend Titan, dive into Tesla's $56 billion pay package for Elon Musk, approved despite opposition, and explore the implications of its share price drop. Both also discuss Apple's resurgence as America's most valuable company, its partnership with OpenAI, and what this means for both companies. The duo then turn to the broader market performance, highlighting new record highs for the S&P 500 and NASDAQ. Finally, we play UP or DOWN with Adobe's earnings surge and Mapletree Logistics Trust's recent asset sales. See omnystudio.com/listener for privacy information.

14 Juni 202422min

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Michelle Martin discusses the latest market movements, starting with asset sales by Mapletree Logistics Trust and Mandarin Oriental. She covers new IPOs including Raspberry Pi, Golden Goose, and another in Malaysia. The episode also highlights Apple's new AI products and Broadcom's impressive financial performance. Finally, an update on CapitaLand Investment's market position rounds out the episode. Hosted by Michelle Martin, this special Solo Edition brings you the latest in market developments.See omnystudio.com/listener for privacy information.

13 Juni 20249min

Money and Me: Where to invest in China today?

Money and Me: Where to invest in China today?

Amid the faltering confidence in China's market today, who is still buying China's equities and why? Beneath the tumultuous economic struggles, are there attractive opportunities to be found? Michelle Martin invites Willie Keng, Founder, Dividend Titan to unravel the state of China's economy, how he values Chinese equities today, and 3 stock ideas that you might want to consider as part of your investment portfolio.See omnystudio.com/listener for privacy information.

12 Juni 202426min

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

What's the latest on European IPOs? Why are shares of Oracle up even as it reported underwhelming earnings results? And with Davidson upgrading its call on Apple, should you be buying the iPhone maker today? Michelle Martin finds out with Ryan Huang. See omnystudio.com/listener for privacy information.

12 Juni 202423min

Money and Me: Beyond transactions and fraud, a look at Visa and AI

Money and Me: Beyond transactions and fraud, a look at Visa and AI

Michelle Martin invites Prateek Sanghi, SVP & Head of Visa Consulting & Analytics for Asia Pacific to give listeners an inside view of how Visa is innovating with AI, and driving AI adoption through partnerships. Both also discuss Asia Pacific's AI adoption and which regions seem to be ahead in the AI race.See omnystudio.com/listener for privacy information.

11 Juni 202420min

Market View: Apple, Tesla, SpaceX, X, Southwest Airlines, Moderna, Oiltek, Will Smith, Yangzijiang Shipbuilding, Hong Kong Land

Market View: Apple, Tesla, SpaceX, X, Southwest Airlines, Moderna, Oiltek, Will Smith, Yangzijiang Shipbuilding, Hong Kong Land

Join Michelle Martin as she chats with Ryan Huang about Apple's Worldwide Developers Conference and the introduction of "Apple Intelligence," including a Siri makeover and a tie-up with ChatGPT. Why are investors unimpressed? What has Tesla's Elon Musk reaction to Apple Intelligence been? In Europe, French President Emmanuel Macron calls for snap elections. The podcast also covers Wall Street's performance, including Krispy Kreme, Southwest Airlines, Moderna, and Oiltek. See omnystudio.com/listener for privacy information.

11 Juni 202423min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
svd-tech-brief
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
fill-or-kill
rss-inga-dumma-fragor-om-pengar
dynastin
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
rss-borslunch
rss-veckans-trade
borslunch-2
market-makers