Live Well with Michelle

Market View: AI's New Winners - Cars, Chips, Conglomerates and Crude Oil

19 min · 29 de may de 2026
Portada del episodio Market View: AI's New Winners - Cars, Chips, Conglomerates and Crude Oil

Descripción

What if the biggest AI winners aren't AI companies at all? Hosted by Michelle Martin, we unpack how Jardine Matheson is preparing its next chapter after a US$10 billion transformation spree, while BYD unveils China's most advanced EV chip in a push to dominate smart driving. Ford is also surprising investors as its energy-storage business emerges as an unexpected AI play, helping power a sharp rally in its shares. Meanwhile, Wall Street continues its march to record highs on strong corporate earnings, even as investors keep one eye on a fragile US-Iran truce and the risk of an oil price shock. In UP or DOWN, we track Brent crude, Dell's blockbuster AI-fuelled growth, Costco's record fuel sales, The Gap's stumble, plus Singapore-listed Valuetronics and OKP Holdings. Companies in focus: Jardine Matheson, BYD, Ford Motor, Dell, Costco, The Gap, Exxon, Valuetronics and OKP Holdings. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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