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.

Episoder(3800)

Money and Me: Upclose with Centurion Accommodation REIT 

Money and Me: Upclose with Centurion Accommodation REIT 

A niche corner of real estate is quietly delivering strong income - but is it built to last? Michelle Martin explores whether purpose-built worker and student housing can offer investors stable, resil...

20 Mar 18min

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

Market View: Shocks from Middle East fallout,  the logistics giant raking in the bucks , AI Bets in China and Novo Nordisks higher dose weight-loss drug approval and its share price. 

A silent gas is shaking global markets - and most investors didn’t see it coming. Michelle Martin breaks down how a supply shock tied to Middle East tensions is rippling through semiconductors, health...

20 Mar 25min

Money and Me: Why are markets still climbing if oil prices are rising?

Money and Me: Why are markets still climbing if oil prices are rising?

Oil above $110, war risks rising - yet markets are climbing… what’s really going on? Michelle Martin explores the surprising resilience of equities as the Fed holds rates steady despite inflation and ...

19 Mar 23min

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stoc...

19 Mar 23min

Money and Me: The AI Capex Spend - who are the current winners?

Money and Me: The AI Capex Spend - who are the current winners?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. Investors have been piling into semiconductors but what if you wanted to look beyon...

18 Mar 25min

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

Market View:  Drone warfare - how AI and war are coming together?  Oil Shockwaves & Big Tech’s Strategic Reset

From drone swarms in Ukraine to robots servicing warships, investors are chasing the next battlefield of AI. Michelle Martin and Ryan Huang unpack how little-known players like Swarmer and Gecko Robot...

18 Mar 23min

Money and Me:  Why Active ETFs Are Surging in 2026

Money and Me:  Why Active ETFs Are Surging in 2026

The era of “set it and forget it” ETF investing is being challenged - are passive ETFs no longer enough? Michelle Martin dives into the shifting ETF landscape with Aman Pujara, Director of Quantitativ...

17 Mar 21min

Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

Market View: Nvidia’s $1 Trillion AI Bet, Buffett’s Oil Windfall & Markets on the Move

AI demand is exploding - but can Nvidia really deliver a trillion-dollar future? Michelle Martin and Ryan Huang unpack Nvidia’s bold $1 trillion AI forecast driven by Blackwell chips, Vera Rubin syste...

17 Mar 21min

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