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A place for the Singapore investment community to share information, research and updates.
OpenAI releases text-to-video model Sora for ChatGPT Plus and Pro users
https://www.channelnewsasia.com/business/openai-releases-text-video-model-sora-chatgpt-plus-and-pro-users-4796811
CNBC Television (Youtube)
Why Assad's fall in Syria will have broader implications for the Middle East
Michael O’Hanlon, director of research for foreign policy at The Brookings Institution, joins CNBC's 'The Exchange' to discuss the overthrow of Assad in Syria, Russia's position in the Middle East, and more.
CNBC Television (Youtube)
How power players can navigate energy shortages for U.S. data centers
Stephen Byrd, head of Morgan Stanley global sustainability research, joins CNBC's 'The Exchange' to discuss the scale of the power issues generative AI is facing, energy companies he sees opportunity in to help address the energy shortage for U.S. data centers, and more.
CNBC Television (Youtube)
OpenAI releases AI video generation tool Sora
CNBC's Steve Kovach joins 'The Exchange' to report on OpenAI releasing its video generation tool.
Former OpenAI researcher raises $40 million to build more empathetic audio AI
https://www.channelnewsasia.com/business/former-openai-researcher-raises-40-million-build-more-empathetic-audio-ai-4796756
Tesla aims to launch robotaxi with teleoperator backup, Deutsche Bank says
https://www.channelnewsasia.com/business/tesla-aims-launch-robotaxi-teleoperator-backup-deutsche-bank-says-4796731
CNBC Television (Youtube)
Call of the Day: Blackstone
The CNBC 'Halftime Report' Investment Committee discusses Blackstone and other financial names.
CNBC Television (Youtube)
Trade Tracker: Steve Weiss trims Taiwan Semi
Steve Weiss, founder and managing partner at Short Hills Capital Partners, joins CNBC’s 'Halftime Report' to discuss why he's trimming the chip stock.
S’pore semiconductor sector could be hurt by widening US curbs but is expected to hold out
https://www.straitstimes.com/business/singapores-semiconductor-industry-will-not-be-unscathed-but-survive-widening-us-curbs
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
Webb telescope confirms the universe is expanding at an unexpected rate
https://www.channelnewsasia.com/
Air India buys 100 more Airbus aircraft
https://www.channelnewsasia.com/business/air-india-buys-100-more-airbus-aircraft-4796576
CNBC Television (Youtube)
Consumers are engaged but trying to find the best value, says Mastercard's Michelle Meyer
Michelle Meyer, Mastercard Economics Institute chief economist, joins 'Money Movers' to discuss the headline for 2025, which central banks will lower rates next year, and the health of the consumer next year.
CNBC Television (Youtube)
Very optimistic about fundamentals in software through '26, says Goldman's Brook Dane
Brook Dane, Goldman Sachs Asset Management co-head of public tech investing, joins 'Money Movers' to discuss the fundamentals in tech, which sectors can outperform together, and much more.
CNBC Television (Youtube)
Trump is more calm and put together than first term, unsure how long it lasts: Punchbowl's Sherman
Jake Sherman, Punchbowl News founder, joins 'Money Movers' to discuss Sherman's thoughts President-elect Trump's comments on "Meet the Press", Trump's emphasis on deregulation, and much more.
Suntec REIT cash offer of S$1.16. What should unitholders do?
https://growbeansprout.com/suntec-reit-cash-offer-2024
CNBC Television (Youtube)
NYC Mayor and NYPD Commissioner speak after suspect detained in UnitedHealthcare CEO killing
Pennsylvania police are questioning 26-year-old Luigi Mangione about the fatal shooting of UnitedHealthcare CEO Brian Thompson.
CNBC Television (Youtube)
How the Fed could factor crypto wealth gains into future policies
Barry Knapp, director research at Ironsides Macroeconomics, and CNBC's Steve Liesman join 'The Exchange' to discuss recent crypto wealth gains, how the Fed could factor cryptocurrencies into future policy decisions, and more.
CNBC Television (Youtube)
Invesco's Brian Hartigan on ETFs to watch in 2025
Brian Hartigan, Invesco global head of ETFs, sits down with CNBC’s Bob Pisani to discuss where bitcoin ETFs could end the year and how ETF investors are positioning for 2025.
Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
CNBC Television (Youtube)
Chart of the Day: Reddit
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to discuss Reddit hitting record highs after announcing a new AI search tool.
CNBC Television (Youtube)
Trade Tracker: Steve Weiss buys more Vertiv
Steve Weiss, founder and managing partner at Short Hills Capital Partners, joins CNBC’s 'Halftime Report' to discuss why he's buying Vertiv as the stock falls today.
Webb telescope confirms the universe is expanding at an unexpected rate
https://www.channelnewsasia.com/business/webb-telescope-confirms-universe-expanding-unexpected-rate-4796541
Binance still to choose location for global headquarters, CEO Teng says
https://www.channelnewsasia.com/business/binance-still-choose-location-global-headquarters-ceo-teng-says-4796686
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Fw: [Maybank IBG Research] Today's Research - Singapore
Italy wraps up probe into two Meta execs on alleged $938 million VAT evasion by Facebook owner
https://www.channelnewsasia.com/business/italy-wraps-up-probe-two-meta-execs-alleged-938-million-vat-evasion-facebook-owner-4796571
CNBC Television (Youtube)
Squawk Pod: Assad’s fall in Syria & online reaction to an executive’s murder - 12/09/24 | Audio Only
Rebel forces led by the Islamist militant group Hayat Tahrir al-Sham overtook Damascus, prompting Syrian President Bashar al-Assad to flee the country and seek refuge in Russia. NBC’s Raf Sanchez joins from the Golan Heights border with the latest developments in Syria. Council on Foreign Relations President Michael Froman explains what the Assad’s fall could mean for politics in the Middle East and beyond. Next, the killing of UnitedHealthcare CEO Brian Thompson has sparked security concerns for corporate leaders, as well as a surge of outrage online, as Americans seethe over denied insurance claims. Partnership for New York President Kathy Wylde says the reaction online is almost worse than the killing itself. Plus, TikTok is one step closer to being banned in the U.S., and Juan Soto signed an historic contract with the Mets.
In this episode:
Kathy Wylde, @Partnership4NYC
Eamon Javers, @EamonJavers
Raf Sanchez, @rafsanchez
Becky Quick, @BeckyQuick
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie
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CNBC Television (Youtube)
AI defense tech poised to win big under Trump 2.0
CNBC's Deirdre Bosa reports on the latest themes regarding the venture capital space.
CNBC Television (Youtube)
Market's guiding light is the 10-year Treasury yield, says DWS Group's David Bianco
David Bianco, DWS Group Americas CIO, joins 'Money Movers' to discuss Bianco's thoughts on current market valuations, the important threshold for Treasury markets, and much more.
CNBC Television (Youtube)
New York Fed: Inflation expectations rise 0.1%
CNBC's Steve Liesman reports on news from the New York Federal Reserve Survey of consumer expectations.