Live Well with Michelle

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

14 min · I går
episode Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike cover

Beskrivelse

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Singapore market champion can be, and whether Salesforce's struggles reveal a deeper challenge facing software companies in the age of AI. Also on the show: Yum Brands sheds Pizza Hut, Elite UK REIT expands its portfolio, Nike scores a branding win, and California's solar milestone sends another signal about the future of energy. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX cover

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Could the market's hottest AI trades be creating the next generation of meme stocks? And if a sneaker company can reinvent itself as an AI firm, what exactly are investors buying today - earnings, or imagination? We explore why companies are rushing to attach themselves to the AI narrative and what that means for valuations. We examine a provocative debate around SpaceX, Samsung and SK Hynix as investors pile into AI-linked winners, blurring the line between fundamentals and market enthusiasm. Plus, JPMorgan's bullish call on a chip stock, Microsoft's expanding AI footprint in China, Apple's warning that the AI boom could push prices higher, and Singtel's latest data centre bet on Asia's AI future. As US markets weigh geopolitics, oil prices and interest rates, we ask: are investors witnessing the birth of durable AI champions - or the early signs of speculative excess? Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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In this episode of LIVE WELL WITH MICHELLE, Michelle Martin speaks with Japhire Gopi Kannan, Founder of JA Assure, about building a thriving business by solving overlooked risks in healthcare, high-value assets and specialised industries. From protecting doctors against malpractice claims to safeguarding jewellers and diamond dealers, Japhire reveals how deep expertise, trust and innovation create opportunities where others see complexity. Discover why true wealth isn't just about growth - it's about resilience, protection and creating systems that help people and businesses thrive with greater confidence and peace of mind. Learn how identifying unseen risks, rather than chasing crowded markets, can unlock powerful opportunities for entrepreneurs, investors and anyone seeking a richer, more secure life. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Money and Me: The Hidden Growth Giants the Market Still Doesn't Get cover

Money and Me: The Hidden Growth Giants the Market Still Doesn't Get

What if the biggest investing opportunities aren't hidden stocks - but companies everyone thinks they already understand? In this episode of Money and Me, hosted by Michelle Martin, Chin Hui Leong, Co-founder of The Smart Investor, reveals three growth stocks that may remain surprisingly underappreciated:  Chin shares lessons from nearly a decade of owning and following the companies offering a long-term investor's perspective on innovation, leadership and competitive advantage. The conversation uncovers why investors often focus too heavily on financial metrics while overlooking the cultural and organisational strengths that create enduring business success. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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