Market View: Is This Micron’s Nvidia Moment?

Market View: Is This Micron’s Nvidia Moment?

Micron just delivered a blowout quarter - and investors are asking whether this is the next Nvidia-style AI trade.

Micron Technology posts blockbuster earnings as AI-driven demand for high-bandwidth memory outstrips global supply, sending shares soaring.

With only three major suppliers - Micron, Samsung and SK Hynix - tight capacity is reshaping how investors value memory makers.

We also unpack fresh developments in TikTok’s long-running US divestment saga and whether a sale can finally quiet Washington’s concerns.

Plus, a closer look at US inflation data that looks benign on the surface - but raises deeper questions beneath the headline number.

From PDD and BP to Nike and OCBC, it’s UP or DOWN on the day’s biggest corporate movers.

All that and more, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3795)

Money and Me: Oil Shock, Gold Paradox & The Hidden Risks in Private Credit

Money and Me: Oil Shock, Gold Paradox & The Hidden Risks in Private Credit

Oil spikes, gold stumbles, and private funds start locking the gates - are investors missing the real risks? March has reshaped the investing landscape as geopolitical tensions send oil soaring and ma...

26 Mar 24min

Market View: The Social Media Addiction Trials and tech counters, Keppel’s $200B Bet & AI’s Next Power Play

Market View: The Social Media Addiction Trials and tech counters, Keppel’s $200B Bet & AI’s Next Power Play

Social media giants face a legal reckoning, Keppel races toward a $200 billion ambition, and AI stocks are back on fire - what does it all mean for investors? Markets are navigating a collision of reg...

26 Mar 24min

READ : Jobhunting by Ricky Foo

READ : Jobhunting by Ricky Foo

If you need a new blueprint for thinking about careers, Michelle says, this is the book to pick up. In this conversation with Ricky Foo, author and headhunter, she explores the uncomfortable truth: jo...

25 Mar 24min

Money and Me: Does Your Retirement Strategy Need an Update?

Money and Me: Does Your Retirement Strategy Need an Update?

As Asia ages at record speed, the old “save then spend” playbook is evolving. Michelle Martin speaks with Andy Budden of Capital Group on why a 100-year life demands a complete rethink of investing. F...

25 Mar 20min

Market View: AI Reckoning, Oil Surge & Governance Shock

Market View: AI Reckoning, Oil Surge & Governance Shock

A $375M verdict, oil profits on steroids, and AI winners splitting from losers - markets are sending sharp signals. Asia-Pacific markets take their cue from Wall Street’s wobble as geopolitics and val...

25 Mar 22min

Influence: Meet The Straits Times Singaporean of the Year, Dr Chen Shiling 

Influence: Meet The Straits Times Singaporean of the Year, Dr Chen Shiling 

Michelle Martin speaks with Dr Chen Shiling, Founder of the Happee Hearts Movement and Straits Times Singaporean of the Year 2025, in this deeply moving conversation on purpose and impact. She could h...

24 Mar 26min

Money and Me: REIT Fatigue & Pharma Shock - What’s Spooking Investors?

Money and Me: REIT Fatigue & Pharma Shock - What’s Spooking Investors?

From weak demand for REIT fundraising to a sharp selloff in one of Europe’s biggest companies, markets are sending mixed signals, hosted by Michelle Martin with Willie Keng, Founder, Dividend Titan. (...

24 Mar 24min

Market View: Founder Power Boosted, Where is the Oil Whiplash Hurting & Which Market Signals Signal Caution?

Market View: Founder Power Boosted, Where is the Oil Whiplash Hurting & Which Market Signals Signal Caution?

A single post moves markets, oil swings wildly, and one founder widens his grip - are investors missing the bigger risks? Markets whipsawed overnight as geopolitics, governance and energy shocks colli...

24 Mar 23min

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