Arm has announced it will develop and sell its own AI chips, marking a historic shift from its traditional licensing model. The move could unlock billions in revenue but also puts Arm in direct competition with its biggest customers.

Dan Koh and Ryan Huang break down what this means for the AI chip race and investors.

Arm has announced it will develop and sell its own AI chips, marking a historic shift from its traditional licensing model. The move could unlock billions in revenue but also puts Arm in direct competition with its biggest customers.
Dan Koh and Ryan Huang break down what this means for the AI chip race and investors.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Insightful discussions on the latest market events and the top companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Companies To Watch: Arm is making its own chips and changing the AI race

Asian equities are facing renewed pressure as rising oil prices from the Iran conflict drive capital outflows and raise concerns over inflation and growth across the region. But beyond geopolitics, parts of the market, particularly software and internet stocks, have seen sharper declines amid fears of AI-driven disruption.

Dan Koh speaks with Lorraine Tan, Director of Equity Research Asia at Morningstar, to understand how investors should think about Asian markets today, from assessing key risks and regional resilience to understanding the recent selloff and where value opportunities may be emerging.

Asian equities are facing renewed pressure as rising oil prices from the Iran conflict drive capital outflows and raise concerns over inflation and growth across the region. But beyond geopolitics, parts of the market, particularly software and internet stocks, have seen sharper declines amid fears of AI-driven disruption.
Dan Koh speaks with Lorraine Tan, Director of Equity Research Asia at Morningstar, to understand how investors should think about Asian markets today, from assessing key risks and regional resilience to understanding the recent selloff and where value opportunities may be emerging.

Bigger Pic: What to buy in Asian markets during the Iran oil shock and AI shakeout

Pop Mart just delivered record-breaking earnings, with revenue soaring and profits more than tripling, yet its stock plunged over 20%. What’s driving this sharp disconnect?

Dan Koh and Ryan Huang break down why investors are growing concerned over Pop Mart’s heavy reliance on its viral character Labubu, and whether the company can sustain its momentum beyond a single hit.

Pop Mart just delivered record-breaking earnings, with revenue soaring and profits more than tripling, yet its stock plunged over 20%. What&rsquo;s driving this sharp disconnect?
Dan Koh and Ryan Huang break down why investors are growing concerned over Pop Mart&rsquo;s heavy reliance on its viral character Labubu, and whether the company can sustain its momentum beyond a single hit.

Companies To Watch: Pop Mart’s annual revenue surged 185%, so why did the stock crash 20%?

Siqi Zheng, Principal Investigator, Singapore-MIT Alliance for Research & Technology (SMART) & MIT Professor discusses a recent study by SMART identifying a strong statistical association between global air connectivity and patterns of where multinational corporations (MNCs) invest and set up subsidiaries. 

She shares why being connected to the right cities matters more than just have more routes; how even a single layover can reduce investment; and the reason finance and tech are especially sensitive to connectivity.

Produced & Presented by: Emaad Akhtar

Siqi Zheng, Principal Investigator, Singapore-MIT Alliance for Research &amp; Technology (SMART) &amp; MIT Professor&nbsp;discusses a recent study by SMART identifying a strong statistical association between global air connectivity and patterns of where multinational corporations (MNCs) invest and set up subsidiaries.&nbsp;
She shares why being connected to the right cities matters more than just have more routes; how even a single layover can reduce investment; and the reason finance and tech are especially sensitive to connectivity.
Produced &amp; Presented by: Emaad Akhtar

Companies To Watch: Arm is making its own chips and changing the AI race

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