Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

From red ink to record profits - but how are Grab investors reacting?

Grab posts its first full-year profit of US$268 million - and launches a US$500 million buyback - even as shares slide on concerns over growth and its US$425 million acquisition of Stash Financial.

On Budget Day, we unpack what Singapore’s AI push, tighter CDC payouts and upskilling drive could mean for markets and households.

In UP or DOWN: Apple’s Siri stumbles, McDonald’s value strategy delivers, Cloudflare rides the AI agent wave, and real estate services stocks wobble in the latest AI scare trade.

Back home, the STI edges closer to 5,000, with SGX and Singtel leading while CapitaLand Investment slips.

And in The Last Word - Avicii’s Wake Me Up crosses 3 billion streams, proving disruption often sounds risky before it sounds iconic.

Hosted by Michelle Martin with Ryan Huang.

In focus today : Grab, Stash Financial, Apple, McDonald’s, Cloudflare, Singapore Exchange (SGX), Singtel, CapitaLand Investment, Spotify.

See omnystudio.com/listener for privacy information.

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Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Grab makes a US$1.5 billion bet on Atome, while Nvidia’s Jensen Huang pushes back against calls to slow AI development. Michelle Martin unpacks what it means for investors, plus the pressure from US$1...

16 Syys 12min

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Healthcare decisions are made for patients — but how often are they made with them? Michelle Martin speaks with Ann Single, CEO of the Patient Voice Initiative and President of HTAi, about what meanin...

16 Syys 16min

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Is one of the market’s biggest investment narratives starting to shift? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about calls to slow frontier AI development, the surge in cyber...

16 Syys 26min

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears o...

16 Syys 16min

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle...

15 Syys 26min

Read: 700 Years of Singapore - What History Tells Investors About the Next Growth Story

Read: 700 Years of Singapore - What History Tells Investors About the Next Growth Story

Singapore’s rise is often described as an economic miracle. But was it really a miracle —what is the secret to Singapore's economic success? Michelle Martin speaks with Keen Meng Choy, professor of ec...

15 Syys 22min

Market View:  The AI Trade Faces a Reality Check as Oil Tops $100 , Oil Above $100 & what could move markets this week

Market View:  The AI Trade Faces a Reality Check as Oil Tops $100 , Oil Above $100 & what could move markets this week

Could artificial intelligence become too powerful to control? Michelle Martin examines warnings from Anthropic CEO Dario Amodei and the growing debate in Washington over whether AI development needs s...

14 Syys 14min

Hyperbaric Oxygen Therapy: Medicine, Longevity Tool or Wellness Hype?

Hyperbaric Oxygen Therapy: Medicine, Longevity Tool or Wellness Hype?

Can breathing pure oxygen under pressure help us heal — or even age better? Michelle Martin speaks with Dr Gerard Ee, Founder and Medical Director of The Clifford Clinic, to unpack the science behind ...

14 Syys 24min

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