Live Well with Michelle

Market View: Why Are Investors Looking Beyond Big Tech

5 min · 21. juli 2026
episode Market View: Why Are Investors Looking Beyond Big Tech cover

Description

Markets are entering a new phase of the AI investment story. While demand for artificial intelligence remains exceptionally strong, investors are becoming more discerning about which companies will ultimately translate that demand into sustainable profits. Michelle Martin explores why TSMC's strong earnings still triggered a semiconductor sell-off, what Deutsche Bank says is the next big question for AI investing, and why money is rotating into healthcare and financials. Plus, Abbott Laboratories surges on strong earnings, Alphabet stumbles after another Gemini delay, and why oil fell despite escalating tensions in the Middle East. Three key investor takeaways round out today's Market View. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Market View: Why Are Investors Looking Beyond Big Tech artwork

Market View: Why Are Investors Looking Beyond Big Tech

Markets are entering a new phase of the AI investment story. While demand for artificial intelligence remains exceptionally strong, investors are becoming more discerning about which companies will ultimately translate that demand into sustainable profits. Michelle Martin explores why TSMC's strong earnings still triggered a semiconductor sell-off, what Deutsche Bank says is the next big question for AI investing, and why money is rotating into healthcare and financials. Plus, Abbott Laboratories surges on strong earnings, Alphabet stumbles after another Gemini delay, and why oil fell despite escalating tensions in the Middle East. Three key investor takeaways round out today's Market View. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

21. juli 20265 min
episode Money and Me : Key Lessons from the GovTech Layoffs artwork

Money and Me : Key Lessons from the GovTech Layoffs

For years, many people believed public sector jobs were among the safest. But GovTech's decision to restructure its workforce is a reminder that in today's economy, no role is completely immune to change. If retrenchment can happen in organisations that are performing well,how long could your savings last? What would you do if your income stopped tomorrow?  And is financial preparedness only part of the equation? In this episode of Money and Me, Elijah Lee, Senior Financial Services Manager at Phillip Securities, shares lessons from his own retrenchment experience and from helping clients navigate career disruptions in this conversation with Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

21. juli 202621 min
episode READ: Darryl David has written his first book, "Leading with Peace" artwork

READ: Darryl David has written his first book, "Leading with Peace"

Michelle Martin highlights the deeply personal, spiritually informed first book by Member of Parliament, Chair of the Government Parliamentary Committee for Education and author Daryl David.Darryl shares why he chose 'peace' as a central frame for his ideas on leadership. He talks about the leaders that have inspired this book and those who inspired him to be a better leader. If you are interested in leading with head, heart and soul, Michelle says, this is the book to pick up. Can this book help anyone become a better leader? Is leading with peace compatible with corporate cultures that value difference and perspective taking?  And in an age of AI, uncertainty and constant change, what does it take to remain centred while making difficult decisions? Find out in this episode of Read. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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