Market View: AI Spending Jitters Shake Wall Street as Allianz Bets on Singapore

Market View: AI Spending Jitters Shake Wall Street as Allianz Bets on Singapore

Wall Street fell as investors questioned whether surging AI spending will deliver sufficient returns, sending Tesla and Alphabet sharply lower despite another strong earnings season. Intel bucked the trend with its fastest revenue growth in nearly 15 years, fuelled by AI demand. Closer to home, Allianz is expanding in Singapore through a S$2.9 billion acquisition of HSBC Life Singapore after its unsuccessful bid for Income Insurance. We also look at Brent crude staying above US$100 a barrel and stocks on the move, including Oracle, Lockheed Martin and Eli Lilly. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Finding Alpha Beyond the Blue Chips: 4 Singapore Small-Cap Stocks in Focus

Singapore's blue-chip stocks have enjoyed a strong run, but where might investors find the next source of market-beating returns? Michelle Martin speaks with John Cheong, Head of Small & Mid Cap Research at UOB Kay Hian, about four Singapore-listed companies that have made the firm's conviction list. They discuss what separates a high-quality small-cap from a value trap, whether there's a common investment theme linking the picks, and why Beng Kuang Marine has emerged as one of the team's more compelling ideas. John also explains the catalysts, execution risks and characteristics he looks for when identifying companies with the potential to deliver outsized long-term growth. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: SpaceX, Grab and Sea Arrive on SGX as AI Powers Wall Street Higher

Singapore launches its first Singapore Depository Receipts with SpaceX, Sea and Grab making their SGX debut. We unpack what SDRs mean for investors, look at Wall Street's AI-driven rally, discuss why semiconductor stocks remain the market's biggest debate, and round up the latest movers including Super Micro, General Motors, the Japanese yen and Kubota's breakthrough water-from-air technology. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Why Is Singapore's STI Outperforming Wall Street?

The Straits Times Index has quietly outperformed many major global markets this year, even as Wall Street continues to dominate headlines with artificial intelligence, Big Tech and record valuations. So what's driving the STI's resilience? Is this simply a rotation into value stocks and banks, or does it reflect stronger fundamentals in Singapore's market?  Michelle Martin speaks with Nirgunan Tiruchelvam, Head of Consumer and Internet Research at Aletheia Capital, to unpack what's behind the divergence between Singapore and US equities.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Hair Loss Solution You Didn't Know About? Scalp Micropigmentation

When her husband's hair transplant failed, Kate Cheung took things into her own hands - literally! Michelle Martin speaks with Kate Cheung, Founder of The Scalp Studio, one of Singapore's earliest scalp micropigmentation practitioners. Trained by leading experts in New York and London, Kate has performed more than 1,000 scalp micropigmentation (SMP) procedures in just four years. What is the process about, and how long does the illusion of greater hair density last? Are more women trying SMP out? Find out in this episode of Live Well With Michelle.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.