Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether investors should rotate away from tech, coming on the back of Alphabet and AMD's lacklustre results; and sectors that are looking attractive. He also weighed in on what Trump's intention to drill more will do for oil majors.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Gonzalo Fuentes | Reuters

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether investors should rotate away from tech, coming on the back of Alphabet and AMD's lacklustre results; and sectors that are looking attractive. He also weighed in on what Trump's intention to drill more will do for oil majors.
Presented by: Ryan Huang Produced by: Yeo Kai Ting (<a href="mailto:ykaiting@sph.com.sg">ykaiting@sph.com.sg</a>) Photo credits: Gonzalo Fuentes | Reuters

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

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

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap: Alphabet, AMD fail to inspire. Is 2025 a year to rotate away from tech? 

US stocks slid sharply as AI disruption fears and renewed tariff tensions under President Donald Trump rattled sentiment, pushing the S&P 500 back into negative territory for 2026. Heavyweights like IBM, Microsoft and CrowdStrike led the decline amid fresh competition from Anthropic. Fabien Yip, Market Analyst, IG breaks down the Supreme Court tariff implications, the close of US Q4 earnings with focus on Nvidia, and more.

Image: Alexandra_Koch from Pixabay

US stocks slid sharply as AI disruption fears and renewed tariff tensions under President Donald Trump rattled sentiment, pushing the S&amp;P 500 back into negative territory for 2026. Heavyweights like IBM, Microsoft and CrowdStrike led the decline amid fresh competition from Anthropic. Fabien Yip, Market Analyst, IG&nbsp;breaks down the Supreme Court tariff implications, the close of US Q4 earnings with focus on Nvidia, and more.
Image: Alexandra_Koch from Pixabay

US Markets Wrap: When AI Anxiety Meets Tariff Turbulence

U.S. stocks pulled back, leaving the S&P 500 hovering near flat for the year as investors rotated out of financials and kept a close eye on simmering tensions between the United States and Iran. Steve Sosnick, Chief Strategist, Interactive Brokers examines mixed corporate signals from Walmart and Deere & Company, and what they reveal about the consumer and cyclical outlook. With the Personal Consumption Expenditures Price Index expected to edge higher, we ask whether inflation is stalling — and if markets are too optimistic on rate cuts.

Produced/Presented: Ryan Huang

U.S. stocks pulled back, leaving the S&amp;P 500 hovering near flat for the year as investors rotated out of financials and kept a close eye on simmering tensions between the United States and Iran.&nbsp;Steve Sosnick, Chief Strategist, Interactive Brokers&nbsp;examines mixed corporate signals from Walmart and Deere &amp; Company, and what they reveal about the consumer and cyclical outlook. With the Personal Consumption Expenditures Price Index expected to edge higher, we ask whether inflation is stalling &mdash; and if markets are too optimistic on rate cuts.
Produced/Presented: Ryan Huang

US Markets Wrap: Inflation Patience, Retail Caution, and Geopolitical Risk

David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market valuations and potential triggers for volatility along with strategies for dividends international markets and hedges like gold.  

Produced/Presented: Ryan Huang

Image: Frank Rietsch from Pixabay

David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&amp;P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market valuations and potential triggers for volatility along with strategies for dividends international markets and hedges like gold.&nbsp;&nbsp;
Produced/Presented: Ryan Huang
Image: Frank Rietsch from Pixabay

US Markets Wrap: Alphabet, AMD fail to inspire. Is 2025 a year to rotate away from tech?

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