Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Tech stocks regain momentum ahead of Nvidia’s report card (and climb higher on its earnings beat after hours) and Alphabet hits fresh highs with its Gemini 3 launch. Dilin Wu, Research Strategist, Pepperstone explains why the AI rally differs from the dot-com era, and whether investors should wait before buying dips. We also look at gold holding near the 4,000 level as shifting Fed expectations weigh on sentiment, and we review the drivers behind Bitcoin’s recent sell-off. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Singapore’s INSEAD Asia Campus has just celebrated 25 years of leadership, innovation, and global collaboration. Sameer Hasija, Dean of INSEAD Asia Campus, shares insights from the Tech Venture Summit, how emerging technologies are reshaping education and entrepreneurship, and how the school is preparing leaders to thrive in a fast-changing, innovation-driven world. Produced and Presented by Audrey Siek  See omnystudio.com/listener for privacy information.

Entrepreneurship in Singapore is changing. Funding is tighter, competition sharper, and the need for clarity greater than ever. So what does it take to build a business that lasts? The Breakfast Show invites Megha Singh, Founder of Megha Singh Consultancy and CEO of Launchpad as she shares lessons from her journey across corporate leadership and entrepreneurship, revealing how clarity, confidence, and collaboration can reshape the way founders grow.See omnystudio.com/listener for privacy information.

NVIDIA just reported another massive quarter, with US$57 billion in revenue and explosive data-centre growth, even as tech stocks fall on fears of an AI bubble. Dan Koh and Ryan Huang break down NVIDIA’s latest earnings, the risks behind the recent tech selloff, and whether GPU demand can keep driving the AI supercycle.See omnystudio.com/listener for privacy information.

Investor positioning has shifted rapidly, with the latest Bank of America Global Fund Manager Survey showing cash levels falling to 3.7 percent — a threshold often viewed as a warning sign that markets may be running hotter than fundamentals justify. At the same time, conviction has become heavily concentrated, with more than half of fund managers calling the “Magnificent 7” the most crowded trade in global markets. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, unpacks what this mix of optimism, concentration, and rate-cut dependency means for investors. See omnystudio.com/listener for privacy information.

It’s World Toilet Day — yes, that’s a real thing, and yes, we’re absolutely celebrating it. On this edition of Breakfast Bites, Emaad, Ryan and Audrey dive into the fascinating world of bathroom etiquette across cultures and the endless lingo we’ve invented for the place we all visit multiple times a day!   Presented by Emaad Akhtar, Ryan Huang & Audrey Siek Produced by Emaad Akhtar Edited by Trisha Yeong Photo and music credit: Pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

A cyber breach isn’t just an IT problem, it’s a business crisis. With global cyberattacks on the rise, leaders are learning that poor communication can erode stakeholder trust faster than the breach itself. In this episode of Mind Your Business, the Breakfast Show speaks to Dan La Russo, Senior Partner at Penta, about the new realities of cyber risk, why leadership and communication matter more than ever, and how companies can prepare before the next crisis strikes.See omnystudio.com/listener for privacy information.

Warren Buffett has famously avoided high-growth tech, at least until now. With Berkshire Hathaway taking a major stake in Alphabet, Dan Koh and Ryan Huang explore why the world’s most famous value investor finally sees Google as a long-term compounder, and how its latest Q3 results reveal a company transforming into an AI-cloud powerhouse.See omnystudio.com/listener for privacy information.

Hiring is one of the most important and most difficult decisions any leader can make. Beyond qualifications, the right hire can depend on cultural fit, growth potential, and even timing. For SMEs, the challenge is even sharper, every role matters, and resources to recruit, train, and retain talent are often limited. Eugene Goh, Advisor and Co-Founder of TalentKraft joins the Breakfast Show to unpack how SMEs can approach hiring more strategically, and what effective talent decisions look like in resource-constrained environments.See omnystudio.com/listener for privacy information.

Wall Street’s hottest trades are cooling. Stocks fell again as AI-linked names continued to retreat, bitcoin flashed weaker risk appetite, and a Cloudflare outage reminded investors how vulnerable the digital ecosystem can be. Investors are now questioning whether the AI momentum trade is losing steam. Steve Sosnick, Chief Strategist, Interactive Brokers discusses whether this is a temporary pullback or an early shift in market sentiment as we head toward key earnings from Nvidia and Walmart along with an overdue Payrolls report. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.