AI Theme to Continue in 2026

Tim Waterer, Chief Market Analyst, KCM Trade

28-Nov-25 07:00

Pause
Embed

Market rebounded sharply this week with the AI theme back in play. We ask Tim Waterer, Chief Market Analyst, KCM Trade if this theme continues in 2026 and if a Fed cut is a foregone conclusion.

Image Credit: Shutterstock.com

Produced by: Jake Lim

Presented by: Wong Shou Ning, Philip See

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets, economy, technology

Tags: ai, tech stocks, us equities, stock markets, the us federal reserve, federal reserve, the fed, rate cut,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) We discuss how AI is shaping information, engagement, and credibility in the digital age with Kiron Kesav, Chief Strategy Officer, PHD APAC at OMG Malaysia.

12:00 PM

Popcorn Culture

(REPEAT) We review Zootopia 2 and then ask: What (or who) are your favourite on-screen animal characters?

1:00 PM

Cruise Control

(REPEAT) We talk about Perodua's new EV, the QV-E and the conversations surrounding it. Daniel also shares his thoughts on the recently launched luxury sedan from JAC, the Maestro S800.

2:00 PM

Matt-Splained

(REPEAT) We look at the benefits of pressure washing your brain, Matt’s morbid curiosity and Richard’s misconceptions about horror fans.

3:00 PM

Earth Matters

(REPEAT) We speak to Meenakshi Raman about what COP30 in Belém achieved, what fell short, and what the outcomes mean for global climate action.

4:00 PM

Bar None

(REPEAT) We look ahead to the upcoming SEA Games and Malaysia's chances in the tournament.

5:00 PM

BBC World Service

What kinds of food and drink help people keep warm while living in extreme cold? The Food Chain explores.

PROGRAMMES