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AIMS APAC REIT, Airbnb, Deckers Outdoor, Salesforce, HP, Dell Technologies, Costco, Nvidia, Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX, Thai Beverage, Disney.

AIMS APAC REIT is chasing the AI boom, but can data-centre dreams translate into real investor returns?

Hosted by Michelle Martin, this episode explores AIMS APAC REIT's push into digital infrastructure and why industrial landlords are racing to capture AI-driven demand for data centres.

Michelle examines why cash-rich companies such as Airbnb and Deckers Outdoor may have a growing advantage in an uncertain economic environment.

She unpacks the market's latest acronyms -TACO and NACHO - and what they reveal about investor expectations for trade policy, oil prices and geopolitics.

The episode also previews earnings from Salesforce, Dell, HP and Costco, asking whether AI spending is spreading beyond Nvidia into the broader economy.

Plus: Japan's record-breaking rally, gains at Mapletree Industrial Trust, The Hour Glass, ST Engineering, SGX and Thai Beverage, and what they signal for the STI's next move.

See omnystudio.com/listener for privacy information.