Live Well with Michelle

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

6 min · 19. Juni 2026
Episode MARKET VIEW: Why a Stock That Doubled Still Looks Cheap Cover

Beschreibung

Hosted by Michelle Martin, today's episode opens with a bold broker call: DBS sees 46% upside in Jardine Matheson and reckons the conglomerate's own targets are too modest. Closer to home, two SGX names to watch - Apac Realty and Lum Chang Creations. Then a genuine puzzle out of the US chip sector: Micron and SanDisk are having their best year ever, yet somehow screen cheaper than they did in February. In the daily UP or DOWN, Michelle runs through Intel's Trump-fuelled jump, Amazon's bid to take on Nvidia, SpaceX's bumpy market debut, and an Indian IPO that could hand early backers - Temasek among them - a 6,400-fold return. All wrapped before a quiet Juneteenth night on Wall Street. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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Episode Market View: As semiconductors weaken, what's gaining ground? Cover

Market View: As semiconductors weaken, what's gaining ground?

After months of AI-fuelled gains, investors hit the brakes on semiconductor stocks, sending SanDisk, Micron, Western Digital, Marvell Technology and Oracle sharply lower this week as concerns grew over lofty valuations and massive AI spending. Yet money didn't leave tech entirely - it rotated into profitable software names. Which names have gained ground? We unpack what this shift says about the next phase of the AI boom, why JPMorgan Chase's strong earnings are reassuring investors about the health of the US economy, and what IBM's disappointing outlook reveals about rising expectations for AI. We also examine whether softer US inflation could give the Federal Reserve more room to cut rates, and why geopolitics may matter more than inflation in the days ahead. Plus, the stocks and sectors investors should keep firmly on their watchlist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

15. Juli 202611 min