Market View: Tech Earnings Pop!

Market View: Tech Earnings Pop!

Big Tech beats the street — what’s next for markets?

Meta and Microsoft impress with massive earnings jumps and post-session stock surges.

We break down the AI-powered momentum behind Meta’s 11% leap and Microsoft’s $4 trillion club status.

Plus, a surprise Fed vote split, new Trump tariffs on South Korea, India, and Brazil, and what it all means.

Also in focus: Amazon, Reddit, Foxconn, HSBC, UBS, Seatrium, Jardine Cycle & Carriage, CapitaLand India & China Trusts, Singapore Airlines, and Yangzijiang Shipbuilding.

Hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

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Money and Me: The AI Capex Spend - who are the current winners?

Money and Me: The AI Capex Spend - who are the current winners?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. Investors have been piling into semiconductors but what if you wanted to look beyon...

18 Mars 25min

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI. Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robot...

18 Mars 23min

Money and Me:  Why Active ETFs Are Surging in 2026

Money and Me:  Why Active ETFs Are Surging in 2026

The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough? Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitativ...

17 Mars 21min

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 syste...

17 Mars 21min

Money and Me: The MOP Wave - Property Opportunity or Warning Sign?

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16 Mars 23min

Market View: How oil shockwaves are spreading, potentially pressuring REITs, and who is taking a big move forward in Big Tech’s AI Spending Race?

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Oil above $100, war in the Middle East, and AI spending from Big Tech are colliding to reshape the global market outlook. On this episode of Market View, hosted by Michelle Martin with Ryan Huang, we ...

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