Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors.

Microsoft splits Wall Street - one broker waves the red flag, another doubles down on AI-driven upside.

Who’s right?

Microsoft is at the heart of a sharp broker divide, with Melius Research downgrading the stock over free cash flow pressures while D.A. Davidson turns bullish on the AI ecosystem surrounding OpenAI.

We unpack why one camp is worried about subscription growth and capital intensity, while the other sees long-term operating leverage from AI adoption.

From the US to Japan, markets also react to Prime Minister Sanae Takaichi’s election win - and Warren Buffett’s winning Japan strategy.

Our UP or DOWN segment checks in on Montage Technology, Novo Nordisk, NatWest, and Oracle amid volatile global trading.

Plus, local market movers on the STI and a surprising box office twist in today’s Last Word, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Episoder(3934)

LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

Singapore has handed four hectares of rare waterfront land next to Marina Barrage to a wellbeing destination that breaks ground today. Therme Singapore, opening in 2030, is a billion-dollar concept b...

19 Jun 24min

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

Hosted by Michelle Martin, today's episode opens with a bold broker call: DBS sees 46% upside in Jardine Matheson and reckons the conglomerate's own targets are too modest. Closer to home, two SGX nam...

19 Jun 6min

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

Bloated after meals, wired on caffeine, drained on a full night's sleep - we've quietly agreed to call this "modern life." But what if small tweaks from a TCM perspective might help? This week, Michel...

19 Jun 25min

Money and Me: The Free Form Most Singaporeans Haven't Signed 

Money and Me: The Free Form Most Singaporeans Haven't Signed 

What happens to your money, your home, and your medical care if one day you can't speak for yourself? In this episode of Money and Me, hosted by Michelle Martin, lawyer and Certificate Issuer Kwok-Che...

19 Jun 22min

Money and Me : Self-Employed? Tips to boost your CPF

Money and Me : Self-Employed? Tips to boost your CPF

Hosted by Michelle Martin. A recent case of a self-employed Singaporean amassing more than S$1.2 million in CPF savings challenges conventional wisdom about retirement planning outside traditional emp...

18 Jun 25min

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

Could the market's hottest AI trades be creating the next generation of meme stocks? And if a sneaker company can reinvent itself as an AI firm, what exactly are investors buying today - earnings, or...

18 Jun 12min

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Sin...

17 Jun 14min

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

In this episode of LIVE WELL WITH MICHELLE, Michelle Martin speaks with Japhire Gopi Kannan, Founder of JA Assure, about building a thriving business by solving overlooked risks in healthcare, high-va...

17 Jun 23min

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