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.

AI demand is exploding - but are investors already pricing in too much too fast?
Michelle Martin and Ryan Huang unpack Micron&rsquo;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&rsquo;s STI reclaims 5,000 - hosted by Michelle Martin with Ryan Huang.

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: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

Oil above $110, war risks rising - yet markets are climbing… what’s really going on?

Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and geopolitical shocks.

We unpack how Middle East tensions - from Iran to Qatar - are reshaping energy markets and reigniting inflation fears.

At the same time, capital is rotating into AI, with Nvidia at the centre of renewed chip flows into China.

Plus, a bold new frontier emerges: chips in space - could this redefine the next phase of computing and investment?

All this and more, hosted by Michelle Martin.

Oil above $110, war risks rising - yet markets are climbing&hellip; what&rsquo;s really going on?
Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and geopolitical shocks.
We unpack how Middle East tensions - from Iran to Qatar - are reshaping energy markets and reigniting inflation fears.
At the same time, capital is rotating into AI, with Nvidia at the centre of renewed chip flows into China.
Plus, a bold new frontier emerges: chips in space - could this redefine the next phase of computing and investment?
All this and more, hosted by Michelle Martin.

Money and Me: Why are markets still climbing if oil prices are rising?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. 

Investors have been piling into semiconductors but what if you wanted to look beyond NVIDIA?

As computing demands grow, bottlenecks are springing up like traditional copper wiring slowing data transfers because of their heat constraints. 

Enter photonics: a whole field devoted to controlling photons or light.

We also ask What if the biggest AI winners aren’t the ones building it - but the ones powering it?

Michelle Martin explores the $700 billion AI infrastructure surge reshaping markets, from hyperscaler spending by Amazon, Microsoft, Alphabet, Meta and Oracle to the hidden bottlenecks in power and data centres.

The conversation with Alvin Chow unpacks who really profits from this capex explosion.

Michelle and Alvin also explore OpenClaw, the open source viral AI agent phenomenon in China; if OpenClaw boosts productivity, which companies are set to benefit really?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers.&nbsp;
Investors have been piling into semiconductors but what if you wanted to look beyond NVIDIA?
As computing demands grow, bottlenecks are springing up like traditional copper wiring slowing data transfers because of their heat constraints.&nbsp;
Enter photonics: a whole field devoted to controlling photons or light.
We also ask What if the biggest AI winners aren&rsquo;t the ones building it - but the ones powering it?
Michelle Martin explores the $700 billion AI infrastructure surge reshaping markets, from hyperscaler spending by Amazon, Microsoft, Alphabet, Meta and Oracle to the hidden bottlenecks in power and data centres.
The conversation with Alvin Chow unpacks who really profits from this capex explosion.
Michelle and Alvin also explore OpenClaw, the open source viral AI agent phenomenon in China; if OpenClaw boosts productivity, which companies are set to benefit really?

Money and Me: The AI Capex Spend - who are the current winners?

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI.

Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robotics are capturing market imagination despite thin revenues, signalling a shift where real-world deployment matters more than profits.

Hosted by Michelle Martin with Ryan Huang, the conversation explores how rising oil prices are rippling across industries - from airlines raising guidance to ComfortDelGro passing on fuel costs to commuters.

We examine why US markets are rebounding even as geopolitical tensions simmer, and what easing oil prices could mean for risk sentiment.

In corporate news, Meta pulls back on its metaverse ambitions, Nvidia restarts China-linked production, and Singtel faces fresh scrutiny after service disruptions.

On the local front, the STI surges with Singtel leading gains, highlighting resilience in Singapore equities.

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI.
Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robotics are capturing market imagination despite thin revenues, signalling a shift where real-world deployment matters more than profits.
Hosted by Michelle Martin with Ryan Huang, the conversation explores how rising oil prices are rippling across industries - from airlines raising guidance to ComfortDelGro passing on fuel costs to commuters.
We examine why US markets are rebounding even as geopolitical tensions simmer, and what easing oil prices could mean for risk sentiment.
In corporate news, Meta pulls back on its metaverse ambitions, Nvidia restarts China-linked production, and Singtel faces fresh scrutiny after service disruptions.
On the local front, the STI surges with Singtel leading gains, highlighting resilience in Singapore equities.

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

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