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Let the Money Talk

We aim to address the needs of Asian investors in the global landscape through the power of creativity.

Podcast · By PhillipCapital · British English · Official site

Indexed episodes, last 90 days
36
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Jul 6, 2026

Latest episodes

  1. Episode · Sep 30, 2026

    Snowflake Inc - Growth from rising coding and AI agent activities (opens the original)

    Episode notes

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    🔍 Dive into Snowflake's second-quarter fiscal 2027 results with Alif Fahmi on Let the Money Talk! AI products drove roughly half of the growth acceleration behind a 37% jump in product revenue to $1.5 billion — the strongest growth in three years — as coverage initiates at buy with a $423 target price, though with 95% of revenue consumption-based, the upside hinges on customers continuing to ramp up AI workloads. Can Snowflake keep turning surging AI compute demand into lasting revenue growth? L

  2. Episode · Sep 24, 2026

    Magnificent 7 Monthly: Aug 26 - Selling AI beats buying AI (opens the original)

    Episode notes · Positive tone

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    🚀 From Nvidia's impressive growth to Tesla's robotaxi expansion – August was a month of surprises! Catch the full breakdown on "Let the Money Talk" with Glenn Thum. Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit h ttps://www.poems.com.sg/stock-research/ to access the full report and gain more insights. This podcast has been created using PhillipGPT based on a report from a Phillip Securities Research analyst. #PhillipCapital #YourPartnerinFinance

  3. Episode · Sep 22, 2026

    Oracle Corp – Revenue inflection as AI monetisation gains traction (opens the original)

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    🔍 Examine Oracle's latest fiscal results with Alif Fahmi on Let the Money Talk! A 121% growth in cloud infrastructure highlights their AI drive. With strong demand ahead, will Oracle deliver on its promises? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #Microsoft #PYTCH #PYTCHMedia #

  4. Episode · Sep 22, 2026

    Adobe Inc – No inflection point in sight (opens the original)

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    🔍 Explore Adobe's third-quarter fiscal 2026 outcomes with Alif Fahmi on Let the Money Talk! Revenue growth driven by creative solutions and AI did not alter our neutral outlook despite a 14% P/E ratio. Does Adobe's AI complement their model effectively? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.poems.com.sg/stock-research/ to access the full report and gain more insights. #PhillipCapital #YourPartnerinFinance #Servi

  5. Episode · Sep 18, 2026

    Apple Inc. - Exciting new foldable, but outlook remains complicated (opens the original)

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    🔍 Dive into Apple's September 2026 product launch with Helena Wang on Let the Money Talk! The debut of the $1,999 foldable iPhone Duo and price hikes across the Pro lineup should meaningfully lift average selling prices. Can Apple's new premium price tiers hold up without an AI-driven upgrade cycle to back them? Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit https://www.poems.com.sg/stock-research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to access the full report a

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