Market View: Why investors are questioning Oracle, the 200-year-old company powering ahead, and the EV maker in the black

A 200-year-old trading empire is looking good. Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead. Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow’s risk. On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it’s time to overweight equities again. Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by Meta, tax provisions at Mapletree Logistics Trust, and profitability at EV maker Nio. Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang. Companies mentioned:Jardine Matheson • Oracle • Salesforce • Meta • Mapletree Logistics Trust • Nio • Yangzijiang ShipbuildingSee omnystudio.com/listener for privacy information.