Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

Market View: Power Cuts in the US, $5k Gold and the Great AI Pivot

A brutal US winter storm knocks out power, freezes gas production and sends energy prices - and energy stocks - sharply higher.

Gold smashes through US$5,000 an ounce as the US dollar weakens, pushing investors toward precious metals and currency hedges.

Unexpected winners emerge on the SGX, with pawnshop operator MoneyMax riding the gold rally.

In corporate news, Nvidia edges closer to overtaking Apple as TSMC’s top customer, while CoreWeave surges on fresh AI investment.

Back home, Singapore banks weigh on the STI as Wilmar shines, highlighting sector rotation in local markets.

Market View unpacks what extreme weather, soaring commodities and shifting tech leadership mean for investors - hosted by Michelle Martin with Ryan Huang.

Hear about : Nvidia · Apple · CoreWeave · Cheniere Energy · Excelerate Energy · Quanta Services · MoneyMax Financial Services · Mapletree Logistics Trust · OUE REIT · UOB · DBS · OCBC · Wilmar International

See omnystudio.com/listener for privacy information.

Episoder(3710)

Money and Me: Your Guide to Shaping your Future Self & Money

Money and Me: Your Guide to Shaping your Future Self & Money

As 2026 begins, Money and Me takes a moment of introspection - looking not just at how much you made, but how you spent. What did money add to your life in 2025 - and what quietly drained your peace, ...

9 Jan 20min

Money and Me: Swing in defence stocks,  China backed tech giants IPOs, Crowdstrike, Fast Retailing and an AI fridge you can talk to

Money and Me: Swing in defence stocks,  China backed tech giants IPOs, Crowdstrike, Fast Retailing and an AI fridge you can talk to

Defense stocks swing sharply as US President Donald Trump pivots from threatening dividends to floating a staggering US$1.5 trillion military budget. Hosted by Michelle Martin, this episode unpacks wh...

9 Jan 24min

Money and Me: China’s Yield Play Investors Are Missing

Money and Me: China’s Yield Play Investors Are Missing

As the China growth narrative fades, attention is shifting from the New Economy to an overlooked source of income: high-dividend state-owned enterprises. Raymond Cheng explains why China’s energy and ...

8 Jan 15min

Market View: Samsung’s AI Surge, Big Tech Power Shifts & the Stocks Investors Are Watching

Market View: Samsung’s AI Surge, Big Tech Power Shifts & the Stocks Investors Are Watching

Samsung’s blockbuster profits put South Korea’s market back in the global spotlight, as investors ask whether the AI-driven rally still has legs. We play UP or DOWN on defence contractors like Lockhee...

8 Jan 23min

Money and Me: Reading the Tape - AI Hype, War Risk & What Options Are Whispering

Money and Me: Reading the Tape - AI Hype, War Risk & What Options Are Whispering

When prices barely move after big news, that’s often the loudest signal of all. Nvidia’s Vera Rubin chip debut at CES promises cheaper, faster, lower-power AI - yet the stock barely flinched, raising ...

7 Jan 16min

Market View: Nvidia unveils Cheaper AI, Smarter Cars & a Reality Check

Market View: Nvidia unveils Cheaper AI, Smarter Cars & a Reality Check

A single chip may have just changed the economics of artificial intelligence. From CES in Las Vegas, Nvidia unveils its Vera Rubin AI chip - promising faster computing at a fraction of today’s power a...

7 Jan 20min

Money and Me: Borrowing to Invest - When Retirement Turns Into Risk

Money and Me: Borrowing to Invest - When Retirement Turns Into Risk

He was told borrowing could boost his retirement - instead it wiped out his peace of mind. A real-life Singapore case shows how a retiree lost a large portion of his savings after taking loans to buy ...

6 Jan 24min

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital. Wall Street rallies as energy stocks surge after US action in Venezuela, put...

6 Jan 23min

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