The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations?

Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade.

Investors also examine strong earnings from SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating Worldwide Flight Services into its expanding global network.

Michelle unpacks why premium cinema operator IMAX continues outperforming in the streaming era, why Delivery Hero surged on fresh takeover speculation involving Uber, and how Boustead Singapore more than doubled profits through a mix of operational strength and value creation.

Plus, Frasers Logistics & Commercial Trust expands deeper into Europe as management doubles down on the logistics infrastructure theme.

The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners.