Market View: Berkshire’s AI Bet, Nvidia’s Next Frontier & Wall Street’s Record Run

(UPDATE: FULL AUDIO FILE UPLOADED 3 JUN 2026) What do Berkshire Hathaway, Alphabet, Nvidia and DBS all have in common? They’re placing billion-dollar bets on where growth is headed next. Berkshire Hathaway’s first major post-Buffett moves reveal confidence in two powerful themes: housing and artificial intelligence. We unpack Berkshire’s acquisition of Taylor Morrison and its deeper investment in Alphabet as Google raises US$80 billion to fund AI ambitions. Wall Street shrugs off rising oil prices and geopolitical tensions, pushing to fresh record highs as investors focus on earnings and growth. Nvidia expands beyond data centres into AI-powered PCs, while Hewlett Packard Enterprise shows how AI spending is creating winners across the technology ecosystem. Back home, DBS signals the next phase of growth with an aggressive wealth-management expansion across Asia-Pacific, reinforcing a key trend for Singapore banks. Hosted by Michelle Martin, featuring insights on Berkshire Hathaway, Alphabet, Nvidia, Microsoft, Dell, HP, Hewlett Packard Enterprise, Broadcom, DBS, OCBC and UOB.See omnystudio.com/listener for privacy information.