Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Is artificial intelligence about to upend trucking, property, and even your portfolio playbook?

A former karaoke firm, Algorhythm Holdings, sparks an “AI Scare Trade” after unveiling its SemiCab logistics platform - rattling trucking and real estate services stocks as investors reassess disruption risk.

Back home, Singapore’s S$155 billion Budget 2026 boosts AI adoption and business competitiveness just as the Straits Times Index surges past 5,000 for the first time.

Wilmar International and United Overseas Land power the rally, with broker targets from UOB Kay Hian and Maybank Securities hinting at further upside.

In UP or DOWN, we track Restaurant Brands, Pinterest, Instacart and Cisco as earnings and tariffs reshape sentiment.

And in our Last Word, Britney Spears’ US$200 million catalog sale to Primary Wave reminds us that songs now live on balance sheets as much as playlists.

A cross-asset conversation on disruption, liquidity and valuation - hosted by Michelle Martin with Ryan Huang.

Hear about : Algorhythm Holdings (SemiCab), Wilmar International, United Overseas Land, Restaurant Brands International, Pinterest, Instacart, Cisco, Primary Wave.

See omnystudio.com/listener for privacy information.

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Episoder(4060)

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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 24min

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