Wu Jin-ho, a Bluebeck Intelligence analyst, discusses the economic pressures affecting tech firms, highlighting Super Micro's disappointing results and the impact on the sector. Peter Oey, CFO of Grab, shares insights on why the Southeast Asia-based delivery giant raised its earnings forecast despite global challenges. They also touch on how AI is transforming productivity and the competitive landscape, contrasting Snap's struggles with Grab’s resilience amid economic uncertainties.
