AI is creating a new cybersecurity arms race - and investors are taking notice. Michelle Martin looks at why CrowdStrike and Palo Alto Networks have hit record highs after Black Hat put the growing threat from AI agents firmly in focus. Could cybersecurity be the next major leg of the AI trade?

Then, Microsoft is charging back, with Bernstein seeing a path to another 30% upside.

TSMC’s sales surge 45% as AI hardware demand stays hot, while Intel turns to a US$15 billion stock offering to fund its ambitions.

Also on Market View: Greg Abel begins putting Berkshire Hathaway’s enormous cash pile to work, Indonesian equities approach bull-market territory, and Singapore raises its 2026 growth forecast to 4.5–5.5%.

Plus, what the latest DBS, OCBC and UOB results tell investors about the outlook for Singapore banks - and why Christopher Nolan’s The Odyssey has become a US$1.1 billion blockbuster.

Hosted by Michelle Martin.