Market View with Michelle Martin: When Fear Trades Bigger Than AI

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

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.

LIVE WELL WITH MICHELLE: How Sound Waves Are Transforming Cancer Treatment

What if a cancerous tumour could be destroyed without a single incision, stitch or scar? A Singapore grandfather waiting for a liver transplant has become one of the first patients in Southeast Asia to undergo a breakthrough treatment called histotripsy - a technology that uses focused sound waves to destroy a liver tumour. Could this be a glimpse into the future of medicine, where cancer treatment becomes less invasive? Hosted by Michelle Martin, this episode explores the science, the human story and what innovations like histotripsy could mean for longevity and the future of cancer care. Send this episode onto someone who needs a boost of hope. Guest: Prof Brian Goh, Head of Department of Hepato-pancreato-biliary and Transplant Surgery, SGH & NCCS, and Principal Investigator of the HALT Study. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Should you use your CPF to buy a newly included REIT?

The conversation begins with Elite UK REIT's inclusion under the CPF Investment Scheme and what that means for CPF investors. Kenny Loh, REIT Specialist and Wealth Advisory Director, examines whether yields, lower interest rate expectations and valuations are creating a compelling opportunity. We also examine why industrial REITs continue to demonstrate resilience and the return of acquisition activity across the REIT sector. What are the S-REIT subsectors best positioned for growth?  What risks investors should continue to monitor when thinking of investing in S-REITs with their CPF OA funds? Guest: Kenny Loh, REIT Specialist and Wealth Advisory Director. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: AI Sell-Offs, Nike's Turnaround Trouble and the End of Gold's Golden Run

Neura Robotics, Asics, Onitsuka Tiger, Citigroup and Gold. Nike's turnaround faces fresh scrutiny after a 45% stock slump, with insights from Lily Meier's Bloomberg feature on the challenges confronting the sportswear giant. Oracle beats earnings expectations, but investors send shares lower amid concerns about a planned US$20 billion capital raise. We examine the latest AI-led sell-off on Wall Street, BYD's bold ambition to become the world's largest automaker, and why Nvidia and Amazon are backing the next generation of humanoid robots. Plus, Citigroup gets a political boost, Onitsuka Tiger prepares to stand on its own, and investors confront a difficult question: has gold's bull market finally come to an end? Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

LIVE WELL WITH MICHELLE: Beer to the People But Why Brew in Singapore?

As big beer manufacturers quietly leave Singapore, a new generation of entrepreneurs is betting on something radically local. At Sentosa, five towering tanks filled with freshly brewed beer challenge the assumption that production no longer belongs here. Michelle speaks with Nick Calder-Scholes, Head Brewer of People People Brewing Co, named Australian Brewer of the Year, about craft, community, and why freshness may be the ultimate luxury in a globalised world. Beyond beer, this is a conversation about place, identity, craftsmanship and whether locally made food and beverages still have a future in Singapore's hospitality landscape.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.