Could quantum computing become the next AI - or is Wall Street already getting ahead of itself?

Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investment at Providend, this episode explores whether quantum computing could become the next transformational technology theme after fresh US government support sparked a rally in quantum stocks.

Michelle and Cheng examine record S&P 500 profit margins and ask whether US corporate earnings remain genuinely resilient or increasingly dependent on a handful of AI winners.

They unpack South Korea's remarkable stock market surge, Samsung's return to a US$1 trillion valuation and why Asia is becoming central to the global AI supply chain.

The conversation also looks at rising US Treasury yields, the risks of chasing technology hype and what Singapore investors should watch as the STI consolidates around the 5,000 level.

Finally, they discuss whether capital is rotating back into growth markets or if Singapore's next rally may still lie ahead.