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.

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’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

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;.