Live Well with Michelle

Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek

11 min · 12 de jun de 2026
Portada del episodio Market View: Is SpaceX the New Nvidia? Centurion, Adobe, Oracle, SanDisk, ASML, Honeywell, Boeing, Marco Polo Marine, Oiltek

Descripción

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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10 de jul de 202622 min
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episode Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter? artwork

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