BT Market Focus
von The Business Times
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Midterm shockwave - tech, oil, and the great rotation
Midterm shockwave - tech, oil, and the great rotation
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Market Focus Daily is a closing bell look at markets and the news that drove its movements-every trading day. Market Focus Weekly rounds up the week with expert analysis and insights for a big picture look at the trading week ahead.
Produced by BT Podcasts, The Business Times, SPH Media.
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- Midterm shockwave - tech, oil, and the great rotation · 18 Min. · Staffel 2 Folge 66Trillions wiped overnight. Asia's markets in free fall. Gold at US$4,000. What just happened? The Democratic midterm sweep sent shockwaves through tech, energy, and currencies —…
- Midterm shakeup - AI stocks slide as Democratic sweep triggers reg-shock fears · 3 Min. · Staffel 2 Folge 603Market news for November 4th 2026: A Democratic sweep in US midterms triggered regulatory fears, causing global stocks and AI shares to slump while the dollar hit a one-month…
- Midterm jitters, Apple's margin squeeze, Asian markets brace as voting looms · 3 Min. · Staffel 2 Folge 602Market news for November 3rd 2026: Asian stocks slumped and Wall Street futures edged lower as investors braced for the US midterm elections. Apple shares extended losses…
- Apple bites back - Cupertino unseats Nvidia as Asia rallies on AI relief · 3 Min. · Staffel 2 Folge 601Market news for November 2nd 2026: Asian markets rebounded as investors anticipated Apple’s earnings to ease growing AI cash burn anxieties. Meanwhile, oil prices declined amid…
- AI spending, oil and rate hikes: What is really steering markets · 12 Min. · Staffel 1 Folge 65Alphabet gets punished for spending on AI. Microsoft gets applause for the exact same thing. Meanwhile, oil's flirting with $115 and central banks are pretending they're not…
- AI split - big tech's bumper cash vs. heavy burn · 3 Min. · Staffel 2 Folge 600Market news for October 29 2026: Alphabet's shares tumbled 10% on heavy AI cash burn, erasing nearly $400 billion in market value, while Microsoft beat forecasts with robust cash…
- Asian shares rally on SK Hynix’s profit surge and Anthropic’s $63B funding deal · 3 Min. · Staffel 2 Folge 599Market news for October 27 2026: Asian stocks rallied, buoyed by renewed enthusiasm for artificial intelligence, following a fresh wave of AI-related funding announcements and SK…
- Anthropic IPO and Meta's mega-fundraising spark Asian surge · 3 Min. · Staffel 2 Folge 598Market news for October 27 2026: Asian stocks surged as Anthropic's IPO filing and Meta's massive fundraising boosted sentiment. Investors now await pivotal central bank meetings…
- Oil cools as markets brace for central bank crucible and AI earnings showdown · 3 Min. · Staffel 2 Folge 597Market news for October 26 2026: Stock markets traded cautiously as easing oil prices offered brief relief. Investors now brace for a high-stakes week featuring pivotal central…
- AI spending and higher-for-longer rates: What Asian investors should watch · 18 Min. · Staffel 1 Folge 64Asian tech stocks getting hammered, Brent crude above $111 and French 10-year yields hitting 5%. Is the debt-fueled AI expansion finally hitting a wall — or just catching its…
- AI spending anxiety and escalating gulf tensions fuel regional tech selloff · 3 Min. · Staffel 2 Folge 596Market news for October 22 2026: Asian equities suffered a sharp tech-led selloff as soaring artificial intelligence capital expenditure concerns collided with escalating Gulf…
- Asian shares build on Wall Street gains as corporate earnings shine · 3 Min. · Staffel 2 Folge 595Market news for October 21 2026: Asian shares rebounded near post-selloff highs on Wall Street gains and corporate earnings optimism. Tesla-SpaceX merger talks lifted suppliers…
- Asian markets wobble ahead of big earnings · 3 Min. · Staffel 2 Folge 594Market news for October 20 2026: Asian stocks retreated and oil prices climbed as geopolitical tensions and rising energy costs rattled investor sentiment. Markets braced for…
- AI funding jitters erode Asian equities as record tech capex and earnings loom · 3 Min. · Staffel 2 Folge 593Market news for October 19 2026: Asian equities slipped as soaring artificial intelligence funding needs and massive tech capital expenditure fueled investor caution. Despite…
- Higher for longer is testing Asia’s AI trade · 12 Min. · Staffel 1 Folge 63TSMC posts a record US$23.5 billion profit — yet Asian tech hardware gets crushed. Memory chips plunge 11 per cent. Credit default swaps for AI investors like SoftBank and…
- High rates meet AI's reality check as tech stocks and Asian markets tumble · 3 Min. · Staffel 2 Folge 592Market news for October 15 2026: Tech stocks and Asian markets tumbled as rising interest rates collided with heavy AI infrastructure investments. Wall Street declined following…
- Asian shares bounce on AI tech relief, oil gains curb optimism · 3 Min. · Staffel 2 Folge 591Market news for October 14, 2026: Asian equities rebounded as bargain-hunting in AI tech stocks offset previous losses. However, persistent oil supply anxieties and cautious…
- Asian chipmaker rout sparks broader AI trade rethink · 3 Min. · Staffel 2 Folge 590Market news for October 13 2026: A sharp selloff in Asian chipmakers sparked a broader AI trade rethink amid rising Chinese competition. Regional stocks plunged, bond yields…
- Tech valuations tested as oil slippage sparks market erraticism · 3 Min. · Staffel 2 Folge 589Market news for October 12 2026: Tech valuations face a critical test as earnings season opens, while oil prices slide amid supply uncertainty. Asian equities showed mixed…
- Singapore’s bank sell-off: A reset in expectations, not fundamentals · 18 Min. · Staffel 1 Folge 62The STI just suffered its sharpest two-session rout in months, led by a sudden sell-off in Singapore's banking giants. Profit-taking or something deeper? With US 10-year yields…
