Is the AI trade still unstoppable - or is smart money quietly rotating?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen Huang’s bold pushback against fears of an AI threat to software firms.

We examine why Salesforce is leaning on a US$50 billion buyback as shares slide - and what that signals about SaaS sentiment.

Closer to home, we explore how OCBC is prioritising special dividends over buybacks as Singapore payouts surge to multi-year highs.

In UP or DOWN, we look at diverging fortunes across Air New Zealand, Qantas, Axon Enterprise and Lynas Rare Earths.

We also check in on the Straits Times Index after Genting Singapore’s sharp drop.

Finally, Malaysia’s durian-fuelled tourism push rounds out today’s Last Word.

Is the AI trade still unstoppable - or is smart money quietly rotating?
In this episode, hosted by Michelle Martin with Ryan Huang, we unpack&nbsp;Nvidia&rsquo;s blockbuster US$43 billion quarter and CEO Jensen Huang&rsquo;s bold pushback against fears of an AI threat to software firms.
We examine why Salesforce is leaning on a US$50 billion buyback as shares slide - and what that signals about SaaS sentiment.
Closer to home, we explore how OCBC is prioritising special dividends over buybacks as Singapore payouts surge to multi-year highs.
In UP or DOWN, we look at diverging fortunes across Air New Zealand, Qantas, Axon Enterprise and Lynas Rare Earths.
We also check in on the Straits Times Index after Genting Singapore&rsquo;s sharp drop.
Finally, Malaysia&rsquo;s durian-fuelled tourism push rounds out today&rsquo;s Last Word.

Your Money With Michelle Martin (9am - 12pm) It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

Your Money With Michelle Martin (9am - 12pm) It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It’s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with “Influence” and hear from great authors in “Read”.

It&rsquo;s all about Your Money with Michelle Martin from 9am to 12pm. How to save, invest and make the best financial decisions for yourself. Listen to inspiring thinkers with &ldquo;Influence&rdquo; and hear from great authors in &ldquo;Read&rdquo;.

Your Money with Michelle Martin (9am - 12pm)

Market View: AI Titans, Dividend Kings & Turbulent Skies

When the Dow drops 800 points in a day, is it panic - or opportunity knocking?

In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising policy uncertainty under President Trump.

Guest Cheng Chye Hsern, Head of Investment at Providend, explains which sectors are taking the hardest hit - and where investors can pivot strategically.

We examine whether today’s volatility risks echoing last year’s “Liberation Day” market tremors.

Closer to home, Singapore’s big three banks post record profits even as margins soften late in the quarter.

With a $1.5 billion boost to the Equity Market Development Programme, we ask whether it’s time to increase home bias toward local stocks.

Finally, we explore how to balance blue-chip resilience with smaller, high-growth opportunities on the STI.

When the Dow drops 800 points in a day, is it panic - or opportunity knocking?
In this episode, hosted by Michelle Martin, we break down the brutal US selloff triggered by fresh 15% tariffs and rising policy uncertainty under President Trump.
Guest Cheng Chye Hsern, Head of Investment at Providend, explains which sectors are taking the hardest hit - and where investors can pivot strategically.
We examine whether today&rsquo;s volatility risks echoing last year&rsquo;s &ldquo;Liberation Day&rdquo; market tremors.
Closer to home, Singapore&rsquo;s big three banks post record profits even as margins soften late in the quarter.
With a $1.5 billion boost to the Equity Market Development Programme, we ask whether it&rsquo;s time to increase home bias toward local stocks.
Finally, we explore how to balance blue-chip resilience with smaller, high-growth opportunities on the STI.

Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat.

In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to structural dominance with Willie Keng, Founder of Dividend Titan (https://www.dividendtitan.com/).

We explore four defining themes and why hyper-competitive sectors are being left behind.

From China Tower’s near-97% telecom dominance to Tencent’s evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies.

We also assess whether LVMH can maintain pricing power amid China’s luxury fatigue and the rise of local brands.

Finally, in an easter egg  moment, our guest shares his view on the rush for gold from the value investor perspective.

In China&rsquo;s 2026 market, survival isn&rsquo;t about buying the dip - it&rsquo;s about finding the moat.
In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to structural dominance with Willie Keng, Founder of Dividend Titan (<a href="https://www.dividendtitan.com/">https://www.dividendtitan.com/</a>).
We explore four defining themes and why hyper-competitive sectors are being left behind.
From China Tower&rsquo;s&nbsp;near-97% telecom dominance to&nbsp;Tencent&rsquo;s&nbsp;evolving identity from growth darling to cash-generating powerhouse, we unpack where durability lies.
We also assess whether LVMH&nbsp;can maintain pricing power amid China&rsquo;s luxury fatigue and the rise of local brands.
Finally, in an easter egg&nbsp; moment, our guest shares his view on the rush for gold from the value investor perspective.

Money and Me: Anti-involution China strategies for the dividend investor 

Will dividends, one-off gains and Washington politics reshape market momentum this week?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack why OCBC’s Q4 profit rose 3% to S$1.75 billion and what its special dividend signals about capital strength.

We compare performance across Singapore’s banking trio - OCBC, DBS, and UOB - and examine why OCBC shares are outperforming.

Then we turn to Singapore Airlines, where record operating revenue contrasts sharply with a steep drop in net earnings after last year’s Vistara one-off gain.

From there, we assess what investors will be listening for as U.S. President Donald Trump delivers his State of the Union - tariffs, cost-of-living pressures, and election risk in focus.

In UP or DOWN, we track deal tension around Warner Bros. 

Discovery, Paramount, Stripe, PayPal, JPMorgan Chase, and Genting Singapore, before checking whether the STI is clawing back losses.

Will dividends, one-off gains and Washington politics reshape market momentum this week?
In this episode, hosted by Michelle Martin with Ryan Huang,&nbsp;we unpack why&nbsp;OCBC&rsquo;s Q4 profit rose 3% to S$1.75 billion and what its special dividend signals about capital strength.
We compare performance across Singapore&rsquo;s banking trio - OCBC, DBS, and UOB - and examine why OCBC shares are outperforming.
Then we turn to Singapore Airlines, where record operating revenue contrasts sharply with a steep drop in net earnings after last year&rsquo;s Vistara one-off gain.
From there, we assess what investors will be listening for as U.S. President Donald Trump delivers his State of the Union - tariffs, cost-of-living pressures, and election risk in focus.
In UP or DOWN, we track deal tension around Warner Bros. 
Discovery,&nbsp;Paramount,&nbsp;Stripe,&nbsp;PayPal,&nbsp;JPMorgan Chase, and&nbsp;Genting Singapore, before checking whether the STI is clawing back losses.

Market View: AI Titans, Dividend Kings & Turbulent Skies

MONEY FM 89.3

In 2 playlist(s)

Your Money with Michelle Martin (9am - 12pm)

Social links

Follow podcast

Recent clips