Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check
Your Money with Michelle Martin · MONEY FM 89.3
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Show Notes
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.
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