$400 billion AI reality check

Memory chips vs. shareholder yield

The rate decision nobody wants to make

Asian whipsaw

The one indicator steering next week's chaos

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 reality check, the memory chip cash war, and why one obscure indicator could steer your portfolio through next week's chaos. Maybe the confusion can be profitable!

Highlights:

00:46 $400 billion AI reality check

02:56 Memory chips vs. shareholder yield

05:05 The rate decision nobody wants to make

08:58 Asian whipsaw 

10:22 The one indicator steering next week's chaos

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Paul Chew, head of research, Phillip Securities Research

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Rachna Raghu

A podcast by BT Podcasts, The Business Times, SPH Media

Follow Market Focus Weekly podcasts every Friday:

Channel: bt.sg/btmktfocus

Amazon: bt.sg/mfam

Apple Podcasts: bt.sg/mfap

Spotify: bt.sg/mfsp

YouTube Music: bt.sg/mfyt

Website: bt.sg/mktfocus

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

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Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Podcasts at: bt.sg/podcasts

BT Branded Podcasts at:bt.sg/brpod

BT Lens On:bt.sg/btlenson

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 reality check, the memory chip cash war, and why one obscure indicator could steer your portfolio through next week's chaos. Maybe the confusion can be profitable!
Highlights:
00:46 $400 billion AI reality check
02:56 Memory chips vs. shareholder yield
05:05 The rate decision nobody wants to make
08:58 Asian whipsaw&nbsp;
10:22 The one indicator steering next week's chaos
---
Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
---
Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Paul Chew, head of research, Phillip Securities Research
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim &amp; Rachna Raghu
A podcast by BT Podcasts, The Business Times, SPH Media
Follow Market Focus Weekly podcasts every Friday:
Channel:<a href="https://bt.sg/btmktfocus/"> bt.sg/btmktfocus</a>
Amazon:<a href="https://bt.sg/mfam"> bt.sg/mfam</a>
Apple Podcasts:<a href="https://bt.sg/mfap/"> bt.sg/mfap</a>
Spotify:<a href="https://bt.sg/mfsp/"> bt.sg/mfsp</a>
YouTube Music:<a href="https://bt.sg/mfyt"> bt.sg/mfyt</a>
Website:<a href="https://bt.sg/mktfocus/"> bt.sg/mktfocus</a>
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party&rsquo;s products and services. Please consult professional advisors for independent advice.&nbsp;
---
Discover more BT podcast series:
BT Money Hacks at:<a href="https://bt.sg/btmoneyhacks"> bt.sg/btmoneyhacks</a>
BT Correspondents at:<a href="https://bt.sg/btcobt"> bt.sg/btcobt</a>
BT Podcasts at:<a href="https://bt.sg/podcasts"> bt.sg/podcasts</a>
BT Branded Podcasts at:<a href="https://bt.sg/brpod"> </a><a href="http://bt.sg/brpod">bt.sg/brpod</a>
BT Lens On:<a href="https://bt.sg/btlenson"> </a><a href="http://bt.sg/btlenson">bt.sg/btlenson</a>

Join us at the closing bell — for a look at the day's markets and the news that drove them.

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.

Produced by BT Podcasts, The Business Times, SPH Media.

Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.
Produced by BT Podcasts, The Business Times, SPH Media.