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(3784)

Market View: Property Power Plays, AI Jitters and Michael Jordan’s NASCAR Moment 

Market View: Property Power Plays, AI Jitters and Michael Jordan’s NASCAR Moment 

Asia-Pacific markets slide to start the week - but beneath the red screens, big strategic shifts are underway. Hosted by Michelle Martin with Ryan Huang, we unpack Hongkong Land’s bold pivot into fund...

15 Des 202524min

Money and Me: Dubai Dreams or Global Reality? Buying Property Overseas Without the Regret

Money and Me: Dubai Dreams or Global Reality? Buying Property Overseas Without the Regret

Should you buy where the locals live when thinking about buying overseas property investment? Zero tax, double-digit yields and glossy brochures - but is overseas property really the opportunity Singa...

12 Des 202533min

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Wall Street hits record highs - but one AI stock just triggered a brutal reality check. US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt t...

12 Des 202518min

Money and Me: The IP Rider Shake-Up - Pay Less Now, Risk More Later?

Money and Me: The IP Rider Shake-Up - Pay Less Now, Risk More Later?

We attend to your health insurance wallet today. New IP rider rules mean deductibles are no longer covered and annual co-payments double to S$6,000. Premiums may fall by about 30 percent - but smaller...

10 Des 202521min

Market View: Walmart’s Nasdaq Leap, Spotify vs YouTube, Jardine’s Mandarin Move, and LMIRT’s Cash Call

Market View: Walmart’s Nasdaq Leap, Spotify vs YouTube, Jardine’s Mandarin Move, and LMIRT’s Cash Call

Walmart ditches Wall Street tradition and makes a surprise leap into tech territory. Walmart shifts its stock listing from the NYSE to the Nasdaq as it deepens its push into AI, automation and e-comme...

10 Des 202523min

Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

From April 2026, new Integrated Shield Plan riders will no longer cover deductibles, and your annual out-of-pocket cap doubles to S$6,000 under the latest Ministry of Health overhaul. Premiums are exp...

9 Des 202524min

Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session. A blockbuster corporate battle dominates headlines as Paramount launches a...

9 Des 202522min

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning? Simon Ree, Founder of Tao of Trading, shares his base case for 2026. We unpack what the options m...

8 Des 202514min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
rss-investering-gjort-enkelt