Market View: Electric Cars and AI Stars
Your Money with Michelle Martin · MONEY FM 89.3
Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
China’s EV market is on fire – but can Nio survive the heat of “involution”?
Nio’s sales surge, but mounting losses raise questions about the sustainability of China’s EV frenzy, where rivals like BYD, Geely, and Xiaomi fight for dominance.
Meanwhile, Morgan Stanley sees long-term winners despite Beijing’s call to tame competition.
Across the Pacific, AI dominates earnings with Salesforce, Figma, and Hewlett-Packard Enterprise all under investor scrutiny.
Plus, we size up UP or DOWN moves in Campbell’s, Macy’s, CNMC, and Keppel DC REIT.
Hosted by Michelle Martin with Ryan Huang, bringing you insights on Nio, BYD, Salesforce, HPE, Figma, and more.
See omnystudio.com/listener for privacy information.