Market View: How is Ozempic changing FnB? The Small Cap Selloff & Big Tech’s AI Device Race

What if the biggest threat to food companies… isn’t inflation  but your shrinking appetite? GLP-1 drugs like Ozempic are reshaping consumer behavior, forcing food giants to rethink portions, pricing, and product strategy. Meanwhile, US markets wobble as the Russell 2000 slips into correction territory, raising questions about the durability of the rally. Asian tech earnings from Xiaomi, PDD, Meituan and BYD are now in focus as investors hunt for growth signals. Corporate headlines add to the volatility - from Super Micro’s sharp selloff to Sinopec’s profit drop and Elon Musk’s legal battles. And in tech, Amazon explores a bold return to smartphones, joining Apple, Google, Meta and OpenAI in the race to redefine AI hardware. Hosted by Michelle Martin with Ryan Huang. Companies in focus: Amazon, Apple, Google, Meta, OpenAI, Xiaomi, PDD Holdings (Pinduoduo), Meituan, BYD, Coca-Cola Andina, Super Micro, Sinopec, Singtel, Sembcorp Industries, Hongkong Land.See omnystudio.com/listener for privacy information.