Is AI euphoria heading for a crash? As tech stocks reel and Wall Street fears 'software-mageddon,' we ask if Nvidia's results calm the nerves. Plus, Asia’s chip rally, Japan’s spending risks, and why one analyst sees gold rocketing to US$6,300. Market Focus meets market reality with Oriano Lizza from CMC Markets.

Highlights:

01:16 AI fears & software sell-off

04:18 Asia's independent rally

06:52 Japan's inflation risk

08:16 10 per cent global tariff clarity

10:31 Gold's path to US$6,300

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Oriano Lizza, sales trader at CMC Markets

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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AI euphoria: reality check hits the software market

BT Market Focus

AI euphoria: reality check hits the software market