Stock Markets

AI euphoria: reality check hits the software market

Amid tech stock struggles and 'Software-mageddon' fears, we examine if Nvidia's results will soothe anxieties, also Asia’s chip rally and Japan’s spending risks.

Investors have lately been worried about how artificial intelligence can disrupt software firms, which have been making money, but for which prospects are now in doubt.
THINKING ALOUD

As private credit worries rattle investors, mind the risks in the markets

Price rises need to be anchored by fundamentals. So now might be the time for investors to exercise some caution

Which specific sectors within tech are best positioned to outperform?

Tech jitters, Fed splits, Dollar gains: nerves rise

Global stocks fall, the dollar strengthens and oil prices rise amid tensions. Also get insights into AI stock and commodity volatility.

The latest economic indicators underscore weak consumer demand as some government stimulus programmes are scaled back, according to Nomura Holdings. 

China’s stock bull run falters with earnings set to underwhelm

Corporate profit pre-announcements have shown a ‘major deterioration’ for the last quarter of 2025: Morgan Stanley

The rout is hardly limited to US-listed companies.

Trillion-dollar tech wipeout ensnares all stocks in AI’s path

Software companies have spent the last few years developing their own AI tools

The value of outstanding margin debt on China’s stock exchanges climbed to a record last week – amid soaring inflows into gold and silver ETFs.

Decade-high margin levels in Asia help explain selling intensity

Gold, silver and global equities have advanced to all-time highs

With a snap election coming up on February 8, Japanese long-range bond yields shot up more than 25 basis points this week.

Japan’s election, Greenland’s takeover and Asia’s market resilience

From Japan’s bond shock to Greenland geopolitics, Asian markets stay resilient as political risks pile up. Emily Liu finds out why.

Almost no Vietnamese firms have debuted in the US through a conventional IPO; some enter the market via a blank-cheque merger.

From Wall Street to Asia: Vietnamese firms diversify IPO options 

The US is no longer the default dreamland, with growing interest in Hong Kong and Singapore listings

Japan is gearing up for a snap election in early February, and markets are bracing for potential shifts in fiscal policy, inflation and the direction of the yen.

How much political risk is the market really pricing in?

From Fed independence fears to Japan’s surprise election, host Emily Liu finds out why Asian markets keep climbing despite global political chaos.

The scepticism surrounding OpenAI can be dated to August, when it unveiled GPT-5 to mixed reactions.

OpenAI goes from stock market saviour to burden as AI risks mount

A basket of companies connected to the maker of ChatGPT has gained 74% in 2025