Your Money with Michelle Martin (MONEY FM 89.3) - Latest News and Information
In this episode, Michelle Martin and AI‑investment specialist Alvin Chow dissect the $700 billion AI infrastructure spend, highlighting the massive CapEx by hyperscalers like Amazon, Google, Microsoft, Meta and Oracle and the ripple effect across hardware, memory, storage and photonics suppliers. They identify the primary beneficiaries—NVIDIA, memory makers (Micron, Samsung, SK Hynix), storage firms (Western Digital, Seagate) and photonics companies (Lumentum, Coherent, Corning)—and discuss how downstream “picks‑and‑shovels” businesses can offer attractive opportunities for active investors. The conversation also covers risks such as stock volatility, power and cooling constraints for data centers, and the limited upside of utility‑related stocks, suggesting diversified semiconductor ETFs for more passive exposure.
The episode examines how AI is reshaping modern warfare, spotlighting startups like Swarmer, which offers AI‑driven drone swarm software, and Gecko Robotics, which supplies wall‑climbing robots for US Navy ship maintenance. It discusses the surge in defense investment amid global...
In this episode, Michelle Martin and Ryan Huang dissect Nvidia’s bold $1 trillion AI revenue forecast, highlighting the shift to agentic AI, the demand for next‑gen Blackwell and Vera Rubin chips, and even Nvidia’s space‑based data‑center ambitions. They then pivot to Warren...
In this episode, Michelle Martin talks with REIT specialist Kenny Lowe about why investors should look beyond the headline Distribution Per Unit (DPU) when evaluating Singapore REITs. Kenny explains how one‑off bonuses, sponsor rental support, lease incentives and financial engineering...
The episode covers three main stories: soaring oil prices above $100 a barrel driven by Middle East tensions, China’s rapid adoption of open‑source AI agents dubbed “raising lobsters” with the OpenClaw platform, and Adobe’s leadership shake‑up amid generative AI competition....
In this episode, Michelle Martin and Ryan Huang dissect the market fallout from the Iran conflict, highlighting President Trump's mixed signals that have driven oil volatility and raised the odds of a U.S. market melt‑down to 35% according to strategist...
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
The episode reviews recent market moves, highlighting OCBC's 3% profit rise driven by strong non‑interest income and a proposed special dividend, while noting net interest margin compression. Singapore Airlines showed robust revenue growth and higher passenger loads but saw net...
In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
In this episode, Michelle Martin and co‑host Ryan Huang dissect the ripple effects of Algorhythm Holdings' new SemiCab logistics platform, labeling it an "AI scare trade" that is unsettling trucking and real‑estate service stocks. They then shift focus to Singapore’s...
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
The episode examines the resurgence of Singapore REITs (S-REITs), highlighted by the iEdge S-REIT Leaders Index posting a 16.3% gain in 2025—the strongest performance since 2019. Host Michelle Martin and REIT specialist Kenny Loh discuss which property sectors are leading...
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
