Live Well with Michelle

Market View: TSMC's AI Surge, Apple's Showdown with OpenAI & Oil's Hormuz Shock

21 min · 14. juli 2026
episode Market View: TSMC's AI Surge, Apple's Showdown with OpenAI & Oil's Hormuz Shock cover

Beskrivelse

AI's biggest chipmaker is smashing records - but oil prices, legal battles and geopolitical tensions are testing investor confidence. Hosted by Michelle Martin, we unpack TSMC's blockbuster revenue growth ahead of earnings, the latest Middle East tensions pushing oil prices higher, and Apple's legal clash with OpenAI over its hardware ambitions. We also ask whether DBS deserves its S$200 billion valuation, examine the legal challenge to the Paramount-Warner Bros. Discovery merger, and look at Lum Chang Creations' move to the SGX Mainboard. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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Alle episoder

300 Episoder

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

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. juli 202619 min
episode Market View: Big Banks, Big Bets - Morgan Stanley Breaks Records, DBS Targets S$1 Trillion and M&A Returns cover

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.

I går14 min
episode Live Well with Michelle: What Trauma Teaches Us About Living Well cover

Live Well with Michelle: What Trauma Teaches Us About Living Well

A passenger is pulled halfway out of an aircraft at 16,000 feet. A two-year-old becomes the only eyewitness to one of Britain's most notorious murders. Two extraordinary cases offer profound lessons about how the human mind responds when life changes in an instant. Hosted by Michelle Martin, this episode explores what happens to the brain under extreme stress, why memory isn't a perfect recording of events, and how trauma can reshape our relationships, identity and sense of safety. Forensic and clinical psychologist Dr Daniela Schreier, Forensic and Clinical Psychologist from Ihsan Living explains why some people develop lasting psychological scars while others experience remarkable resilience. Most importantly, we ask: What can these stories teach the rest of us? This conversation offers practical insights into living well - not by avoiding life's hardest moments, but by learning how we can live through them and perhaps even thrive after adversity. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

I går27 min
episode Money and Me: Should you buy into that red hot IPO on SGX, the Catalyst or Nasdaq ? cover

Money and Me: Should you buy into that red hot IPO on SGX, the Catalyst or Nasdaq ?

SpaceX, IPO Fever and the One Mistake Most Investors Make SpaceX's record-breaking IPO captivated investors around the world, delivering a spectacular first-day rally before giving back much of those gains. But is chasing the hottest IPOs a winning investment strategy, or a recipe for disappointment? Michelle Martin speaks with Paul Chew, Head of Research at Phillip Securities, to unpack fresh research comparing IPO performance across Singapore and the US. Why have Singapore Mainboard IPOs largely underperformed while Catalist listings have delivered stronger early gains? What really happens when insider lock-up periods expire? And how should investors separate genuine long-term opportunities from market hype? Using blockbuster listings including SpaceX, Visa, Meta (Facebook), Alibaba, Centurion Accommodation REIT, MetaOptics and Lum Chang Creations, we explore the data behind IPO investing and build a practical framework for deciding when a new listing deserves a place in your portfolio. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

I går22 min