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.

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&nbsp;SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating&nbsp;Worldwide Flight Services&nbsp;into its expanding global network.
Michelle unpacks why premium cinema operator IMAX&nbsp;continues outperforming in the streaming era, why&nbsp;Delivery Hero&nbsp;surged on fresh takeover speculation involving&nbsp;Uber, and how&nbsp;Boustead Singapore&nbsp;more than doubled profits through a mix of operational strength and value creation.
Plus, Frasers Logistics &amp; Commercial Trust&nbsp;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.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Live Well with Michelle

Live Well with Michelle (10am to 1pm)

Market View: AI Cracks, SATS Soars & Why IMAX Refuses to Die, SATS, Worldwide Flight Services (WFS), Microsoft, Amazon, Alphabet, Meta, IMAX, Delivery Hero, Uber, Boustead Singapore, Frasers Logistics & Commercial Trust