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.

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

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.