On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upcoming earnings season. They also discuss how politics and international relations are weighing on chipmakers.

On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upcoming earnings season. They also discuss how politics and international relations are weighing on chipmakers.

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

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

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

Live Well with Michelle (10am to 1pm)

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle Martin speaks with Brandon Ho, CFA, Head of Investment Advisory Singapore, to unpack where companies including Constellation Energy, TSMC, Broadcom, Micron, Microsoft, Alphabet, Palantir and ServiceNow fit within the stack. Which layers are already translating AI demand into revenues and profits? Where are valuations relying heavily on future expectations? And can spreading investments across the five layers really diversify AI exposure — or are they ultimately all riding the same spending boom?

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle Martin speaks with&nbsp;Brandon Ho, CFA, Head of Investment Advisory Singapore, to unpack where companies including Constellation Energy, TSMC, Broadcom, Micron, Microsoft, Alphabet, Palantir and ServiceNow fit within the stack. Which layers are already translating AI demand into revenues and profits? Where are valuations relying heavily on future expectations? And can spreading investments across the five layers really diversify AI exposure &mdash; or are they ultimately all riding the same spending boom?

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

 

Singapore’s rise is often described as an economic miracle. But was it really a miracle —what is the secret to Singapore's economic success? Michelle Martin speaks with Keen Meng Choy, professor of economics and economic history and co-author of The Economic History of Singapore, the first comprehensive economic history of Singapore stretching back to the 14th century. Which competitive advantages have endured, and can they survive deglobalisation, geopolitical rivalry, AI and an ageing population? From the sectors that could drive Singapore’s next reinvention to the risks investors may be underestimating, discover what 700 years of history can tell us about where Singapore creates wealth next.

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Singapore&rsquo;s rise is often described as an economic miracle. But was it really a miracle &mdash;what is the secret to Singapore's economic success? Michelle Martin speaks with&nbsp;Keen Meng Choy, professor of economics and economic history and co-author of&nbsp;The Economic History of Singapore, the first comprehensive economic history of Singapore stretching back to the 14th century. Which competitive advantages have endured, and can they survive deglobalisation, geopolitical rivalry, AI and an ageing population? From the sectors that could drive Singapore&rsquo;s next reinvention to the risks investors may be underestimating, discover what 700 years of history can tell us about where Singapore creates wealth next.

Read: 700 Years of Singapore - What History Tells Investors About the Next Growth Story

Could artificial intelligence become too powerful to control? Michelle Martin examines warnings from Anthropic CEO Dario Amodei and the growing debate in Washington over whether AI development needs stronger safeguards. Then, Bank of America sees a potential US$30 billion opportunity for Marvell as AI infrastructure expands, while escalating Middle East tensions push oil above US$100 a barrel. Plus, what investors should watch from the Fed and Bank of Japan this week, and why Dell, Chinese healthcare, Keppel and UOB are up—while Singtel is down. Finally, Practical Magic 2 casts a spell over the North American box office. 

Could artificial intelligence become too powerful to control? Michelle Martin examines warnings from Anthropic CEO Dario Amodei and the growing debate in Washington over whether AI development needs stronger safeguards. Then, Bank of America sees a potential US$30 billion opportunity for Marvell as AI infrastructure expands, while escalating Middle East tensions push oil above US$100 a barrel. Plus, what investors should watch from the Fed and Bank of Japan this week, and why Dell, Chinese healthcare, Keppel and UOB are up&mdash;while Singtel is down. Finally,&nbsp;Practical Magic 2&nbsp;casts a spell over the North American box office.&nbsp;

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

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