ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here? Michelle Martin breaks down the numbers and what investors should be watching next. Why did Cisco fall despite beating expectations? What does Bank of America’s US$1.9 billion Jio Credit deal say about its ambitions in India? Why are SK Hynix and Samsung in focus amid reports of Temasek investment plans? And what does a US$12.5 billion Lakers valuation tell us about the value of elite sports franchises? Plus, Digital Core REIT, NTT DC REIT and Food Empire enter the local spotlight; and Google’s latest Pixel phones raise a bigger question - is AI really enough to make us upgrade our smartphones?See omnystudio.com/listener for privacy information.

ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here? Michelle Martin breaks down the numbers and what investors should be watching next. Why did Cisco fall despite beating expectations? What does Bank of America&rsquo;s US$1.9 billion Jio Credit deal say about its ambitions in India? Why are SK Hynix and Samsung in focus amid reports of Temasek investment plans? And what does a US$12.5 billion Lakers valuation tell us about the value of elite sports franchises? Plus, Digital Core REIT, NTT DC REIT and Food Empire enter the local spotlight; and Google&rsquo;s latest Pixel phones raise a bigger question - is AI really enough to make us upgrade our smartphones?See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Market View: ST Engineering & CapitaLand Profits Jump, a Rare Earth Race and Google’s AI Bet