
BT Market Focus
Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly with Howie Lim rounds up the week with expert analysis and insights for a big picture look at the trading week ahead. Podcaster: Howie Lim Produced by BT Podcasts, The Business Times, SPH Media.Social links:
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AI stocks after Nvidia’s CEO exit: Where investors are looking next
Wall Street bought the AI dream—but is it time to see the receipts? As tech stocks wobble and Washington threatens tighter scrutiny, is this a prime buying opportunity or the bill coming due? How will massive AI spending sprees, shifting winners, and portfolio concentration impact your strategy? Co…
15:35
Huang’s head on the block, Nvidia plunges and drags down global tech as ouster looms
Market news for November 12th 2026: Global stocks tumbled as Nvidia shares cratered following reports its board may oust CEO Jensen Huang amid scandal. Asian markets and chip suppliers plunged in response, while the US dollar strengthened and oil prices eased on reduced Middle East tensions. Synop…
03:02
Asia rallies on CoreWeave, AI bubble fears recede, hot US inflation
Market news for November 11th 2026: Asian stocks rallied as CoreWeave results eased AI bubble fears, defying Wall Street weakness. Meanwhile, global bond yields jumped and the dollar held firm after a hot US inflation print raised the risk of a half-point rate hike next month. Synopsis: Market F…
03:05
Oil chills, stocks thrill and Asia rallies as inflation anxiety eases
Market news for November 10th 2026: Asian markets rallied as falling oil prices and potential US-Iran diplomatic talks eased global inflation fears. Despite lingering tech rout anxieties and upcoming US inflation data, major indices rebounded while gold trimmed recent gains ahead of key earnings. …
03:01
Midterm shockwave - tech, oil, and the great rotation
Trillions wiped overnight. Asia's markets in free fall. Gold at US$4,000. What just happened? The Democratic midterm sweep sent shockwaves through tech, energy, and currencies — and the ripple effects are far from over. In this episode of Market Focus Weekly, correspondent Howie Lim sits down with …
18:28
Stocks rally and oil plunges below $100 on US Midterm sweep and peace hopes
Market news for November 5th 2026: A Democratic US midterm sweep sparked peace hopes, driving global stocks higher and sending Brent crude plunging below $100. While European shares and S&P 500 rallied on lower bond yields, tech stocks lagged amid growing scrutiny over AI infrastructure spending. …
03:04
Midterm shakeup - AI stocks slide as Democratic sweep triggers reg-shock fears
Market news for November 4th 2026: A Democratic sweep in US midterms triggered regulatory fears, causing global stocks and AI shares to slump while the dollar hit a one-month low. Meanwhile, gold prices surged over two percent, cryptocurrencies fell, and United Overseas Bank missed quarterly expect…
02:56
Midterm jitters, Apple's margin squeeze, Asian markets brace as voting looms
Market news for November 3rd 2026: Asian stocks slumped and Wall Street futures edged lower as investors braced for the US midterm elections. Apple shares extended losses following a margin squeeze warning, while Australian markets bucked the regional trend amid a fresh RBA rate hike. Synopsis: Ma…
03:00
Apple bites back - Cupertino unseats Nvidia as Asia rallies on AI relief
Market news for November 2nd 2026: Asian markets rebounded as investors anticipated Apple’s earnings to ease growing AI cash burn anxieties. Meanwhile, oil prices declined amid ongoing Middle East diplomatic talks. Apple officially surpassed Nvidia to become the world’s most valuable listed company…
03:00
AI spending, oil and rate hikes: What is really steering markets
Alphabet gets punished for spending on AI. Microsoft gets applause for the exact same thing. Meanwhile, oil's flirting with $115 and central banks are pretending they're not cornered. Correspondent Howie Lim speaks to Paul Chew from Phillips Securities Research to dissect the $400 billion AI realit…
12:18