Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.

 

Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.
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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: Staying optimistic amidst Middle East uncertainties, eyeing AI

From Micron’s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving policy signals from the ECB, BOE, and BOJ.

Produced/Presented: Ryan Huang

From Micron&rsquo;s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving policy signals from the ECB, BOE, and BOJ.
Produced/Presented: Ryan Huang

US Markets Wrap: The Global Rate Dance - Inflation, Tech, and Central Bank Moves

Stocks fell sharply on Wednesday as investors rotated out of high-flying AI names, triggered by a report that Oracle’s primary investor pulled out of its $10 billion Michigan data center project. Frank Cappelleri, Founder and President, CappThesis weighs in on the tech sell-off, where investors are rotating to, and if there is enough momentum for a Santa rally.

Produced/Presented: Ryan Huang

Image by Frank Rietsch from Pixabay

Stocks fell sharply on Wednesday as investors rotated out of high-flying AI names, triggered by a report that Oracle&rsquo;s primary investor pulled out of its $10 billion Michigan data center project. Frank Cappelleri, Founder and President, CappThesis weighs in on the tech sell-off, where investors are rotating to, and if there is enough momentum for a Santa rally.
Produced/Presented: Ryan Huang
Image by Frank Rietsch from Pixabay

US Markets Wrap: AI Shakeout - Oracle Sparks Tech Sell-Off

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotate out to other sectors.

Produced/Presented: Ryan Huang

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotate out to other sectors.
Produced/Presented: Ryan Huang

US Markets Wrap: Staying optimistic amidst Middle East uncertainties, eyeing AI

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