Market View: Amazon to sell AI chips, Oil Shock & The Unexpected Winners

Markets are rallying on peace hopes - but oil is telling a very different story. We unpack Amazon’s bold move against Nvidia and what it means for the future of AI economics. From GLP-1 weight loss drugs reshaping retail demand to a tiny shipping ETF becoming a real-time war gauge, second-order effects are driving markets. China’s EV exports surge as oil shocks accelerate the energy transition narrative. In corporate news, Samsung faces selling pressure while Meta doubles down on AI ambition. All eyes on the STI as global tensions ripple through local markets - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.