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.

<p>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.</p>

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.

<p>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.</p>