AI demand is exploding - but are investors already pricing in too much too fast?

Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stock slips on heightened expectations.

They explore whether the AI supply chain - from Nvidia-driven demand to chipmakers - is entering a new phase of volatility.

Back home, a bullish broker call on Nam Cheong highlights how oil-linked plays are riding geopolitical tensions and offshore activity recovery.

The Fed signals no rush to cut rates, sending markets lower - while Tencent, Disney, and Manulife US REIT reflect diverging global corporate momentum.

Plus: Singapore’s STI reclaims 5,000 - hosted by Michelle Martin with Ryan Huang.