BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Morning Brief  >  The AI-Fuelled Rally Still Has Legs

The AI-Fuelled Rally Still Has Legs

Dan Ives, Managing Director, Wedbush Securities

06-Aug-25 07:30

The AI-Fuelled Rally Still Has Legs

Despite lofty valuations, the Magnificent 7 still have room to run. Dan Ives, Managing Director at Wedbush Securities, breaks down the key growth drivers and reveals his top five tech stock picks following the Q2 2025 earnings season.

Image Credit: Shutterstock.com   

Produced by: Elaine Boey, Yap Hern Kang

Presented by: Elaine Boey, Keith Kam, Wong Shou Ning


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

Categories:  marketseconomytechnology

Tags:  magnificient 7elon musks&p500nasdaqtech stocksnvidia





Play / Pause

Listen now : Open For Business : (REPEAT) Terry Goh, CEO, KyoChon Malaysia

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Adam Mohamed Rahim, Equity Research Analyst from RHB Research, discusses Perak could be the next investment destination.

7:45 AM

Morning Brief

Dr. Lau Zhe Wei of IIUM weighs in on the latest shake-up in Perikatan Nasional.

8:00 AM

The Breakfast Grille

Best of Breakfast Grille 2025 recaps curated conversations in 2025 on the state of Malaysian healthcare system.

8:30 AM

Morning Brief

Amy Wong Siew Fong, Executive Director of Research & Consultancy at Knight Frank Malaysia discusses the property sector's performance in 2025 and shares her outlook for 2026.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

9:15 AM

Opening Bell

Peter Kong, Head of Research from Kenanga Investment Bank, discusses the outlook for FBMKLCI in 2026 and shares his top buy ideas.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

(REPEAT) Terry Goh, CEO, KyoChon Malaysia

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

(REPEAT) Thomas Mathew, Group CEO, TalentCorp

1:00 PM

The Breakfast Grille Repeat

Best of Breakfast Grille 2025 recaps curated conversations in 2025 on the state of Malaysian healthcare system

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

4:05 PM

Health & Living

In this ‘Best of 2025’ replay, we dive into the age-old debate of whether generic drugs are less effective.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Popcorn Culture

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector