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.