The Business Report with Ryan Huang and Chua Tian TianThe Business Report with Ryan Huang and Chua Tian Tian

Biz Report: Big Tech Earnings and the AI Capex Gamble

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Uday Vikram, Klay Group's Co-CIO, analyzes the massive AI spending spree and its impact on Asian semiconductors. He breaks down the latest Big Tech earnings season and what it signals for global markets. He also looks at how global investors should be pricing in geopolitical developments.

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The Business Report with Ryan Huang and Chua Tian Tian

Navigate the fast-moving world of finance and industry with The Business Report. In a concise daily  
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