Market View: Netflix Stumbles, AI Winners Emerge & The Unexpected Small-Cap Rally, Thailand looking up

About this episode

This episode discusses Netflix's disappointing stock performance, the rise of AI companies, and the unexpected rally in small-cap stocks, alongside developments in Thailand's stock market.

Netflix shares tumble despite double-digit revenue growth, reminding investors that lofty expectations can outweigh solid results. Hosted by Michelle Martin, this episode explores why TSMC continues to ride the AI wave while Nvidia expands its physical AI ambitions and Alphabet faces fresh pressure over delays to Gemini 3.5 Pro. We also discuss Blackstone-backed AirTrunk's planned Singapore REIT IPO, the global pullback in AI stocks, and why some strategists believe US small caps are enjoying their strongest run in decades. Plus, in Up or Down: SpaceX comes under pressure after a failed Starship test and growing short interest, while Thailand's stock market stages one of the year's most surprising turnarounds. See omnystudio.com/listener for privacy information.

People in this episode

Host: Michelle Martin

Topics covered

• Netflix performance
• AI technology
• small-cap stocks
• Thailand stock market
• investment strategies

Keywords

• Netflix
• AI
• small-cap stocks
• Thailand
• investment
• Nvidia
• TSMC
• Blackstone
• AirTrunk

Mentioned in this episode

Organizations: Netflix, TSMC, Nvidia, Alphabet, Gemini 3.5 Pro, Blackstone, AirTrunk, US

Places: Singapore, Thailand

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