Nvidia - how much is one leader worth?

AI stocks changing leaders, not the story

AI’s spending spree meets the returns test

Higher rates, harder questions for tech

 Is your index fund less diversified?

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? Correspondent Howie Lim joins BNY Investments’ Aninda Mitra to dissect these critical questions and explore what should drive your next move.

Highlights:

01:10 Nvidia - how much is one leader worth?

04:08 AI stocks changing leaders, not the story

08:24 AI’s spending spree meets the returns test

11:28 Higher rates, harder questions for tech

13:19 Is your index fund less diversified than you think?

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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 Aninda Mitra, head of Asia macro and investment strategy at BNY Investments

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

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

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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. 

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 Lens On: bt.sg/btlenson

Wall Street bought the AI dream&mdash;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? Correspondent Howie Lim joins BNY Investments&rsquo; Aninda Mitra to dissect these critical questions and explore what should drive your next move.
Highlights:
01:10 Nvidia - how much is one leader worth?
04:08 AI stocks changing leaders, not the story
08:24 AI&rsquo;s spending spree meets the returns test
11:28 Higher rates, harder questions for tech
13:19 Is your index fund less diversified than you think?
---
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 Aninda Mitra, head of Asia macro and investment strategy at BNY Investments
Edited by: Howie Lim &amp; Claressa Monteiro
Produced by: Howie Lim &amp; Chai Pei Chieh
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" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
BT Podcasts at: <a href="https://bt.sg/podcasts">bt.sg/podcasts</a>
BT Lens On: <a href="https://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.

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.

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.