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.

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&amp;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.

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.