Live Well with Michelle

Market View: The AI Gold Rush's Hidden Winners - Why Samsung, SK Hynix and Microsoft's Next Moves Matter to Investors

12 min · 7. heinä 2026
jakson Market View: The AI Gold Rush's Hidden Winners - Why Samsung, SK Hynix and Microsoft's Next Moves Matter to Investors kansikuva

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What if the biggest fortunes in AI aren't being made by the companies building chatbots - but by those supplying the memory behind them? South Korea's tech giants Samsung and SK Hynix are riding an unprecedented AI chip boom, but can record profits and soaring share prices keep climbing? We unpack why Wall Street returned from the holiday in a bullish mood, what Microsoft's latest job cuts signal about its AI strategy, and whether United Airlines has turbulence ahead from an unusual lawsuit. We also examine Versant's $530 million bet on golf technology and ask whether China's fast-growing C-Beauty brands could become the country's next global soft-power success story. Companies discussed: Samsung, SK Hynix, Microsoft, Nvidia, Meta, Amazon, Alphabet, United Airlines, Versant, Full Swing, Comcast, OpenAI. Hosted by Michelle Martin, this episode connects the day's biggest market stories to the investment trends that could shape portfolios in the months and years ahead. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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jakson Money and Me:  Which of Singapore's blue chip champ stocks Still Deserve a Place in Your Portfolio? kansikuva

Money and Me:  Which of Singapore's blue chip champ stocks Still Deserve a Place in Your Portfolio?

Singapore is home to some of the market's most recognisable names, from SGX, Singtel and Singapore Airlines to Keppel, CapitaLand Investment and SATS. But while these companies are often seen as national champions, does that automatically make them great investments? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about how investors should distinguish between a great business and a great stock. They discuss whether strong companies can still disappoint if expectations are already priced in, and where overlooked opportunities may lie instead. The conversation examines the latest developments across Singapore's blue-chip names - from SGX's surge in trading activity and Singtel's capital recycling strategy, to CapitaLand Investment's asset-light transformation, SIA's record revenue but lower profits, SATS' global expansion, and Keppel's ongoing business reshaping. Alvin also shares which company offers the strongest long-term investment case today and the biggest mistake retail investors make when assuming a great company will automatically deliver great returns. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

22. heinä 202624 min
jakson Market View: Why Are Investors Looking Beyond Big Tech kansikuva

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.

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