Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark.

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf.

US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks.

Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic.

Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI.
Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger.

Hear about:
Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.