As markets open for the first working day of 2026, Nvidia sits at the centre of the global AI story. From surging demand for its H200 chips and fresh talks with TSMC to rising orders from Chinese tech firms and growing debate around valuation, the company has become a barometer for confidence in artificial intelligence spending.

Join Dan Koh and Ryan Huang as they unpack the latest headlines surrounding NVIDIA, explain why supply constraints now matter as much as demand, and explore what Nvidia’s performance could signal for tech, markets and investor sentiment in the year ahead.

As markets open for the first working day of 2026, Nvidia sits at the centre of the global AI story. From surging demand for its H200 chips and fresh talks with TSMC to rising orders from Chinese tech firms and growing debate around valuation, the company has become a barometer for confidence in artificial intelligence spending.
Join Dan Koh and Ryan Huang as they unpack the latest headlines surrounding NVIDIA, explain why supply constraints now matter as much as demand, and explore what Nvidia&rsquo;s performance could signal for tech, markets and investor sentiment in the year ahead.

Insightful discussions on the latest market events and the top 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.

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

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.

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