Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Thematic (Sector/Industry)

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul><li>We recommend selling DBS19, GRAB80, NOW19, and ZAI23 at losses of 0.3%, 6.3%, 3.2%, and 17.9%, respectively.</li><li>Most of these sales were triggered by our stop-loss criteria.</li><li>Notably, ZAI23 fell sharply after OpenAI's launch of GPT-6 Astra intensified competition for other AI model developers.</li></ul>

We recommend selling DBS19, GRAB80, NOW19, and ZAI23 at losses of 0.3%, 6.3%, 3.2%, and 17.9%, respectively.Most of these sales were triggered by our stop-loss criteria.Notably, ZAI23 fell sharply after OpenAI's launch of GPT-6 Astra intensified competition for other AI model developers.

KTX Tactical DR Picks - September 10, 2026 (Eng.)

Podcast dissecting business, technology & media, Analyse Asia

Analyse Asia with Bernard Leong

Podcast dissecting business, technology & media

Analyse Asia

The premiere weekly podcast dissecting the pulse of business, technology & media in Asia. Hear our host interviewing leading journalists, senior executives, respectable authors & thinkers, entrepreneurs & thought leaders to discuss the most important issues that move and shake the business landscape in the Asia Pacific. The show is originally created and hosted by Bernard Leong.

<ul><li>Data center growth is driven by the need to support AI servers and generative AI technology</li><li>Data centers need to be built closer to users for efficient data processing</li><li>Chief Development Officer Jay Park from Digital Edge shares his career journey and insights on the evolving data center landscape in Asia and the impact of AI technology.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data center growth is driven by the need to support AI servers and generative AI technologyData centers need to be built closer to users for efficient data processingChief Development Officer Jay Park from Digital Edge shares his career journey and insights on the evolving data center landscape in Asia and the impact of AI technology.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data Centres in the Era of AI with Jay Park

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Transition from the Internet era of servers to the AI era of backend</li><li>Software advancements are outpacing silicon capabilities</li><li>Question raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitiveness</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Transition from the Internet era of servers to the AI era of backendSoftware advancements are outpacing silicon capabilitiesQuestion raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitivenessThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

<ul><li>We expect the SET Index to advance toward the next resistance level at around 1,630 points, supported by electronic-component stocks amid strong AI demand and energy stocks as crude oil prices remain elevated.</li><li>Renewed foreign fund inflows should provide additional support as the Thai baht shows signs of appreciation.</li><li>Public hearings have begun on the new draft Power Development Plan (PDP), which emphasizes the transition to clean energy.</li></ul>

We expect the SET Index to advance toward the next resistance level at around 1,630 points, supported by electronic-component stocks amid strong AI demand and energy stocks as crude oil prices remain elevated.Renewed foreign fund inflows should provide additional support as the Thai baht shows signs of appreciation.Public hearings have begun on the new draft Power Development Plan (PDP), which emphasizes the transition to clean energy.

Krungthai XSpring Zoom Eng. September 8, 2026

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

KTX Tactical DR Picks - September 10, 2026 (Eng.)

We recommend selling DBS19, GRAB80, NOW19, and ZAI23 at losses of 0.3%, 6.3%, 3.2%, and 17.9%, respectively. Most of these sales were triggered by...

Krungthai XSpring

Data Centres in the Era of AI with Jay Park

The article explores the rapid growth in data center infrastructure driven by AI, the importance of energy efficiency, and an interview with Jay...

Analyse Asia with Bernard Leong

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

Krungthai XSpring Zoom Eng. September 8, 2026

We expect the SET Index to advance toward the next resistance level at around 1,630 points, supported by electronic-component stocks amid strong...

Krungthai XSpring

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