Nvidia's earnings are once again taking center stage as the AI market barometer, even as tech behemoths commit close to US$700 billion in AI CAPEX this year alone, increasingly funded through debt. Patrick Chang, Chief Investment Officer at CIMB Bank, joins BFM’s Market Watch to unpack what Nvidia's numbers signal for the broader market, the evolution of AI monetisation, and where the next compelling investment themes lie.

Nvidia's earnings are once again taking center stage as the AI market barometer, even as tech behemoths commit close to US$700 billion in AI CAPEX this year alone, increasingly funded through debt. Patrick Chang, Chief Investment Officer at CIMB Bank, joins BFM’s Market Watch to unpack what Nvidia's numbers signal for the broader market, the evolution of AI monetisation, and where the next compelling investment themes lie.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Nvidia Earnings: Has The AI Trade Peaked?

The ringgit has firmed against the US dollar in recent weeks, from around RM4.09 in mid-August to roughly RM4.03 — but how much of that is a Malaysia story, and how much is simply a softer greenback ahead of Jackson Hole? Against the yuan the picture reverses: the ringgit has slipped since May, with one ringgit now buying about 1.67 yuan, down from 1.73 — and China is still our largest trading partner. We look at what could carry this appreciation into September and what might reverse it quickly, how the ringgit is tracking against the Singapore and Australian dollars, and whether it has earned the label of Asian outperformer. We also touch on the yen after this month's joint US-Japan intervention, and which Asian currencies have the most upside from here. We speak to Stephen Chiu, Chief Emerging Markets FX Strategist at Bloomberg Intelligence.


Image Credit: Shutterstock

The ringgit has firmed against the US dollar in recent weeks, from around RM4.09 in mid-August to roughly RM4.03 — but how much of that is a Malaysia story, and how much is simply a softer greenback ahead of Jackson Hole? Against the yuan the picture reverses: the ringgit has slipped since May, with one ringgit now buying about 1.67 yuan, down from 1.73 — and China is still our largest trading partner. We look at what could carry this appreciation into September and what might reverse it quickly, how the ringgit is tracking against the Singapore and Australian dollars, and whether it has earned the label of Asian outperformer. We also touch on the yen after this month's joint US-Japan intervention, and which Asian currencies have the most upside from here. We speak to Stephen Chiu, Chief Emerging Markets FX Strategist at Bloomberg Intelligence. Image Credit: Shutterstock

The Ringgit's Rally Isn't Really About Malaysia

We look at what yesterday's jobless claims say about the US labour market, and what to listen for when Kevin Warsh delivers his first Jackson Hole keynote as Fed chair tonight. With Treasury yields easing and the dollar near its weakest since May, we ask whether the worst of the bond turmoil has passed, whether the Fed's next move could be a hike rather than a cut, and how investors should be hedging against a devaluing dollar. We speak to Laurent Lequeu, Independent Market Analyst and Writer of The Macro Butler Newsletter.


Image Credit: Shutterstock

We look at what yesterday's jobless claims say about the US labour market, and what to listen for when Kevin Warsh delivers his first Jackson Hole keynote as Fed chair tonight. With Treasury yields easing and the dollar near its weakest since May, we ask whether the worst of the bond turmoil has passed, whether the Fed's next move could be a hike rather than a cut, and how investors should be hedging against a devaluing dollar. We speak to Laurent Lequeu, Independent Market Analyst and Writer of The Macro Butler Newsletter. Image Credit: Shutterstock

Warsh's First Jackson Hole, And The Weakening US Dollar 

This week equity markets are being dictated by the escalating trade war between the US and Canada while recovering Treasury yields lent some support. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, shares his thoughts on these developments as well as signals from the Jackson Hole symposium taking place this week.

Image Credit: Shutterstock

This week equity markets are being dictated by the escalating trade war between the US and Canada while recovering Treasury yields lent some support. David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, shares his thoughts on these developments as well as signals from the Jackson Hole symposium taking place this week. Image Credit: Shutterstock

Nvidia Earnings: Has The AI Trade Peaked?

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