Market View: Why Intel sold-off, P&G’s silk diaper strategy and Inflation Risks for Investors

Intel beats earnings - but supply bottlenecks spook markets. We unpack why Intel sold off despite stronger revenue, and what supply constraints signal for the chip cycle. From semiconductors to staples, Procter & Gamble bets on premium pricing with luxury diapers - is pricing power holding up? US inflation stays sticky at 2.8%, reshaping expectations for Federal Reserve rate cuts and equity valuations. Markets rally as tariff threats fade, with investors choosing policy relief over economic caution. UP or DOWN on Ubisoft, JPMorgan Chase, Suntec REIT, and City Developments Limited - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.