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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