Live Well with Michelle

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

19 min · 29. touko 2026
jakson Market View: AI's New Winners - Cars, Chips, Conglomerates and Crude Oil kansikuva

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

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.

20. heinä 202630 min
jakson Market View: Netflix Stumbles, AI Winners Emerge & The Unexpected Small-Cap Rally, Thailand looking up kansikuva

Market View: Netflix Stumbles, AI Winners Emerge & The Unexpected Small-Cap Rally, Thailand looking up

Netflix shares tumble despite double-digit revenue growth, reminding investors that lofty expectations can outweigh solid results. Hosted by Michelle Martin, this episode explores why TSMC continues to ride the AI wave while Nvidia expands its physical AI ambitions and Alphabet faces fresh pressure over delays to Gemini 3.5 Pro. We also discuss Blackstone-backed AirTrunk's planned Singapore REIT IPO, the global pullback in AI stocks, and why some strategists believe US small caps are enjoying their strongest run in decades. Plus, in Up or Down: SpaceX comes under pressure after a failed Starship test and growing short interest, while Thailand's stock market stages one of the year's most surprising turnarounds. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

17. heinä 202619 min
jakson Market View: Big Banks, Big Bets - Morgan Stanley Breaks Records, DBS Targets S$1 Trillion and M&A Returns kansikuva

Market View: Big Banks, Big Bets - Morgan Stanley Breaks Records, DBS Targets S$1 Trillion and M&A Returns

Wall Street's earnings season is gathering pace, and the biggest banks are proving that market volatility can be highly profitable. Morgan Stanley posts record revenue and earnings as equities trading surges, while wealth management reaches a milestone US$10 trillion in client assets. Back home, DBS unveils an ambitious plan to double assets under management to S$1 trillion by 2030, betting that artificial intelligence and Asia's growing affluent population will fuel its next phase of growth. Is the bank's remarkable share price rally justified - and what should investors watch next? Michelle Martin also rounds up the latest moves on Wall Street, where resilient corporate earnings continue to outweigh concerns over higher oil prices and geopolitical tensions. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

16. heinä 202614 min