Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

How this caregiver found a solution when 3 nursing homes said NO to her mother

Finding the right care for a loved one with dementia is not easy. When even nursing homes say no, where can families turn? Michelle Martin speaks with Amy, a daughter and family caregiver, and Chloe Lim, Founder of gentleHelp, about the realities families can face when a loved one needs more intensive dementia support.  See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: Walmart Slides, Bond Yields Bite and AI’s $60 Billion Debt Question

Walmart suffers its worst day in four years as slower sales growth and cautious guidance raise fresh questions about the strength of the US consumer. Michelle Martin examines why Scott Bessent’s efforts to tame long-term Treasury yields have yet to stick, and how the enormous borrowing needed to fund the AI boom could be adding pressure to global bond markets. Plus, what does Broadcom’s reported US$60 billion financing plan tell us about the next phase of AI investment? And in UP or DOWN: Alibaba’s profits plunge as AI spending surges, Ping An benefits from China’s stock-market rally, CNMC Goldmine heads for the SGX Mainboard, ComfortDelGro turns to BYD to expand its private-hire fleet, and Genting slips into the red despite higher revenue. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Is the AI Trade Cracking? What Rising Bond Yields Mean for Your Portfolio

Michelle Martin speaks with Cheng Chye Hsern, Head of Investment at Providend, about what is driving the AI sell-off and the growing use of off-balance-sheet financing to fund the enormous data centres and infrastructure behind the AI boom. What risks should investors be watching? They also examine why long-term bond yields are rising in the US and Singapore, what higher yields mean for bond investors. Plus, with DBS, OCBC and UOB all reporting higher second-quarter profits, what do their latest results reveal - and after the strong run in Singapore bank shares, is there still value for investors? See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Market View: SK Hynix’s $29 Billion Bet, America’s Bond Problem and Moderna’s Cancer Breakthrough

A blockbuster US$28.6 billion SK Hynix share buyback sends the chipmaker higher - but what does it tell investors about confidence in the AI memory boom? On Market View, Michelle Martin examines why Chinese government bonds are emerging as an unlikely haven amid a global bond sell-off, and how the US-Iran conflict and disruption around the Strait of Hormuz are feeding into inflation and interest-rate risks. She also looks at US Treasury Secretary Scott Bessent's decision to double long-dated Treasury buybacks after the 30-year yield touched a 19-year high, and asks what the intervention tells us about stresses in the world's most important bond market. Plus, Moderna and Merck's personalised mRNA melanoma treatment delivers a landmark late-stage result, sending Moderna shares soaring and reviving the investment case for mRNA technology beyond Covid vaccines. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Money and Me: Is Your CPF Enough? How Your Home Could Fund Your Retirement and other tips

CPF helps pay for some of life's biggest needs - from housing and healthcare to retirement. But could using too much CPF for your home today leave you with less tomorrow? Michelle Martin speaks with Brent Seah, Assistant Director, Outreach & Partnerships at CPF Board, about how to assess whether your retirement savings are on track, make better use of CPF throughout your working years, and balance home ownership with retirement adequacy. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.