Live Well with Michelle

Market View: Nvidia's New AI Gamble, Tesla's Surprise Sell-Off & Has the Minions Franchise Peaked?

14 min · Ayer
Portada del episodio Market View: Nvidia's New AI Gamble, Tesla's Surprise Sell-Off & Has the Minions Franchise Peaked?

Descripción

Is Wall Street becoming more selective after the AI boom, and are investors demanding more than just growth stories? Hosted by Michelle Martin, this episode explores Nvidia's bold move to trade AI computing power for future revenue, Meta's cloud ambitions, and Microsoft's next phase of AI monetisation. We also unpack why Google faces fresh regulatory pressure in Europe, even as its long-term business remains resilient. In the EV sector, Tesla tumbles despite beating delivery expectations, Ford struggles with slowing sales, while Rivian emerges as a rare bright spot and Lucid disappoints. Finally, we head to Hollywood to ask whether the Minions franchise still has blockbuster magic - or if even the biggest growth stories eventually lose momentum. From Big Tech to electric vehicles and entertainment, we examine what today's headlines reveal about investor expectations, valuation and where the next opportunities may lie. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Market View: Nvidia's New AI Gamble, Tesla's Surprise Sell-Off & Has the Minions Franchise Peaked? artwork

Market View: Nvidia's New AI Gamble, Tesla's Surprise Sell-Off & Has the Minions Franchise Peaked?

Is Wall Street becoming more selective after the AI boom, and are investors demanding more than just growth stories? Hosted by Michelle Martin, this episode explores Nvidia's bold move to trade AI computing power for future revenue, Meta's cloud ambitions, and Microsoft's next phase of AI monetisation. We also unpack why Google faces fresh regulatory pressure in Europe, even as its long-term business remains resilient. In the EV sector, Tesla tumbles despite beating delivery expectations, Ford struggles with slowing sales, while Rivian emerges as a rare bright spot and Lucid disappoints. Finally, we head to Hollywood to ask whether the Minions franchise still has blockbuster magic - or if even the biggest growth stories eventually lose momentum. From Big Tech to electric vehicles and entertainment, we examine what today's headlines reveal about investor expectations, valuation and where the next opportunities may lie. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Ayer14 min
episode LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing artwork

LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

Singapore has handed four hectares of rare waterfront land next to Marina Barrage to a wellbeing destination that breaks ground today.  Therme Singapore, opening in 2030, is a billion-dollar concept built not around shopping or spectacle, but around something harder to price: how people rest, connect and recharge. It's being called Asia's first large-scale social wellbeing development, weaving water, nature, culture and health into a single place. Michelle Martin sits down with the two men behind it - former National Development Minister and Therme Group Asia Chairman Mah Bow Tan, and Therme Group founder and CEO Robert Hanea. Together they ask why a city famous for planning decades ahead is now treating wellbeing as infrastructure and whether a billion-dollar development is being designed from ground up to feel like a space that's genuinely open to everyone. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

19 de jun de 202624 min
episode MARKET VIEW: Why a Stock That Doubled Still Looks Cheap artwork

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

Hosted by Michelle Martin, today's episode opens with a bold broker call: DBS sees 46% upside in Jardine Matheson and reckons the conglomerate's own targets are too modest. Closer to home, two SGX names to watch - Apac Realty and Lum Chang Creations. Then a genuine puzzle out of the US chip sector: Micron and SanDisk are having their best year ever, yet somehow screen cheaper than they did in February. In the daily UP or DOWN, Michelle runs through Intel's Trump-fuelled jump, Amazon's bid to take on Nvidia, SpaceX's bumpy market debut, and an Indian IPO that could hand early backers - Temasek among them - a 6,400-fold return. All wrapped before a quiet Juneteenth night on Wall Street. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

19 de jun de 20266 min