Live Well with Michelle

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

10 min · 8 jul 2026
aflevering Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch artwork

Beschrijving

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector has become Wall Street's biggest laggard - and whether it could be the market's next opportunity. In our UP or DOWN segment, we assess Samsung's bid to stay ahead of Apple in foldable smartphones and the overwhelming demand for SK Hynix's blockbuster US listing. Closer to home, we examine Singapore stocks in focus, including Frasers Property, ESR-REIT and Foundation Healthcare, and what their latest developments could mean for shareholders. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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aflevering Market View: As semiconductors weaken, what's gaining ground? artwork

Market View: As semiconductors weaken, what's gaining ground?

After months of AI-fuelled gains, investors hit the brakes on semiconductor stocks, sending SanDisk, Micron, Western Digital, Marvell Technology and Oracle sharply lower this week as concerns grew over lofty valuations and massive AI spending. Yet money didn't leave tech entirely - it rotated into profitable software names. Which names have gained ground? We unpack what this shift says about the next phase of the AI boom, why JPMorgan Chase's strong earnings are reassuring investors about the health of the US economy, and what IBM's disappointing outlook reveals about rising expectations for AI. We also examine whether softer US inflation could give the Federal Reserve more room to cut rates, and why geopolitics may matter more than inflation in the days ahead. Plus, the stocks and sectors investors should keep firmly on their watchlist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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