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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
The bullish case for Netflix
Jason Helfstein, Oppenheimer & Co head of internet research, joins CNBC's 'The Exchange' to discuss Netflix's earnings, why he's bullish on the stock, and more.
CNBC Television (Youtube)
Google reorganization puts AI in the spotlight
CNBC's Deirdre Bosa joins 'The Exchange' to report on Google's reorganization and what it means for its AI ambitions.
CNBC Television (Youtube)
Ironsides Macroeconomics' Barry Knapp on inflation trends and resetting rate cut expectations
Barry Knapp, Ironsides Macroeconomics director of research, joins CNBC's 'The Exchange' to discuss why inflation is trending higher, what the Fed's neutral target should be, and more.
CNBC Television (Youtube)
Single-family housing starts jump 2.7% in September
CNBC's Diana Olick joins 'The Exchange' to report on new housing numbers for September.
CNBC Television (Youtube)
Committee Stocks on the Move: P&G, SLB, Intuitive Surgical and CVS
The Investment Committee discuss some of their stocks that are on the move.
CNBC Television (Youtube)
Trade Tracker: Kevin Simpson sells Amazon covered call
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to explain his covered call trade on Amazon.
CNBC Television (Youtube)
Final Trades: Palo Alto, Meta and Truist Financial
The Investment Committee give you their top stocks to watch for the second half.
Meta must face Massachusetts social media addiction lawsuit, judge rules
https://www.channelnewsasia.com/business/meta-must-face-massachusetts-social-media-addiction-lawsuit-judge-rules-4688356
Cathay Cineplexes buys WE Cinemas in Clementi
https://www.straitstimes.com/business/companies-markets/cathay-cineplexes-buys-we-cinemas-in-clementi
The Essentials of Keppel Pacific Oak US REIT You Need to Know
https://www.thesingaporeaninvestor.sg/2024/10/09/the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know/?utm_source=rss&utm_medium=rss&utm_campaign=the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know
CNBC Television (Youtube)
Morgan Stanley on Netflix: Still see opportunity for Netflix to hit $1,050
Benjamin Swinburne, Morgan Stanley analyst, joins 'Money Movers' to discuss Netflix's quarterly earnings results, why the firm is reaffirming its price target on Netflix, and what gives the firm this confidence in Netflix.
CNBC Television (Youtube)
KeyCorp CEO on earnings: Tailwinds are just getting started and banks have a lot of momentum
Chris Gorman, KeyCorp CEO, joins 'Money Movers' to discuss the company's quarterly earnings results, provisions for credit losses, and much more.
Success comes to those who are prepared: COSCO SHIPPING International (Singapore)’s Chairman and President
https://growbeansprout.com/cosco-shipping-singapore-chairman-gu-jing-song
CNBC Television (Youtube)
Earnings expectations are way too low and markets will swing higher, says HSBC's Max Kettner
Max Kettner, HSBC chief multi-asset strategist, joins 'Money Movers' to discuss the strategist's thoughts on equity performance ahead of the election, what could go wrong in today's economic environment, and much more.
CNBC Television (Youtube)
Super PAC backed by crypto companies pour $40 million into political ads in Ohio
CNBC's Emily Wilkins reports on crypto's impact on the Senate race in Ohio.
CNBC Television (Youtube)
Tariffs take center stage in the Ohio senate race
CNBC's Emily Wilkins joins 'The Exchange' to report on tariffs becoming a key issue in the Ohio senate race between Sherrod Brown and Bernie Moreno.
CNBC Television (Youtube)
Starbucks appoints new global chief brand officer
CNBC's Kate Rogers joins 'The Exchange' to report on more executive changes at Starbucks.
CNBC Television (Youtube)
Apple's new iPhone sales jump in China
CNBC's Steve Kovach joins 'The Exchange' to report on increasing iPhone demand in China.
CNBC Television (Youtube)
Micron CEO Sanjay Mehrotra goes one-on-one with Jim Cramer
Micron President and CEO Sanjay Mehrotra goes one-on-one with 'Mad Money' host Jim Cramer to talk quarterly results, its New York investment, the state of the semiconductor space and more.
CNBC Television (Youtube)
Chart of the Day: Netflix
Netflix surging today after reporting positive earnings. It's our Chart Of The Day. The Investment Committee debate the streaming giant and how to trade it now.
CNBC Television (Youtube)
Trade Tracker: Kevin Simpson buys Texas Pacific Land
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to explain why he's buying a stock that's already up over 100% YTD.
CNBC Television (Youtube)
Squawk Pod: Billionaires in politics & Yahya Sinwar’s death: a turning point? 10/18/24 | Audio Only
Israeli military forces killed Hamas leader Yahya Sinwar on Thursday, the architect of the Oct. 7 terror attacks on Israel last year. Council on Foreign Relations president emeritus Richard Haass considers whether Sinwar’s death will be a turning point in the war in Gaza. Next, MIT’s Simon Johnson was awarded the 2024 Nobel Memorial Prize in Economic Sciences this week. Though he’s newly decorated, he emphasizes the importance of intellectual discourse in democracy. In election news, billionaires Mark Cuban and Elon Musk are hitting the (separate) campaign trails to support their respective picks for president, and Donald Trump’s gains on the election betting platform Polymarket may be inflated by a few big betters. Plus, CVS share prices plummeted as the company replaced its CEO.
Richard Haass - 21:14
Simon Johnson - 35:18
In this episode:
Richard Haass, @RichardHaass
Simon Johnson, @baselinescene
Becky Quick, @BeckyQuick
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie
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Meta releases AI model that can check other AI models' work
https://www.channelnewsasia.com/business/meta-releases-ai-model-can-check-other-ai-models-work-4688396
SingPost’s SME suppliers to get help with going green
https://www.straitstimes.com/business/singpost-s-sme-suppliers-to-get-help-with-going-green
CNBC Television (Youtube)
Google's internal reorganization puts AI in forefront
CNBC's Deirdre Bosa reports on news from Google.
CNBC Television (Youtube)
John Paulson: A lot of economic growth is due to deficit spending
John Paulson, Paulson & Co. founder and president, joins 'Money Movers' to discuss what economic data should be helping the incumbent President, the gap between economic sentiment and all poll data, and much, much more.
Just uploaded to YouTube: How Spirit Halloween Became A Billion-Dollar Business by CNBC
https://www.youtube.com/watch?v=Uj8V_wVr_qw
CNBC Television (Youtube)
American Express CFO: Sell-off based on expectations that were too high
CNBC's Hugh Son reports on the latest news from American Express.
CNBC Television (Youtube)
Cramer says Netflix is so far ahead using AI for ads, sees 30% stock
CNBC's Jim Cramer discusses Netflix shares jumping after third-quarter earnings beat.
https://www.moneyunfiltered.com/p/parkway-life-reit-defensive-reit
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