Live Well with Michelle

Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek

11 min · 12. Juni 2026
Episode Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek Cover

Beschreibung

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin. 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