Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale?

Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk.

Is China's AI stock rally a true Sputnik moment—or just another headline-fueled sugar high?

Michelle and Arun Pai of Monk’s Hill Ventures dig into Gushengtang, Bairong, DeepSeek, and more.

Plus, why Salesforce is making an $8 billion move on Informatica—and what it signals about the AI arms race.

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures.

See omnystudio.com/listener for privacy information.

Episoder(3726)

Market View : Inflation, Apple, Semiconductor tussles and Alibaba

Market View : Inflation, Apple, Semiconductor tussles and Alibaba

What do current indicators for inflation mean for the markets? Is the NASDAQ back in a Bull Market? As inflation cools Apple moves closer towards erasing its 2022 losses, good news for Apple Bulls? Wh...

11 Aug 202217min

Money and Me : Semiconductor chip wars, oil prices, Tesla, Twitter and Airbnb

Money and Me : Semiconductor chip wars, oil prices, Tesla, Twitter and Airbnb

What are investors interested in the semiconductor space reading from the US Chips and Science act? Will it shake up the semiconductor industry.  What key factors would indicate oil prices will fall f...

11 Aug 202214min

Market View Minute : Which Vaccine Maker has seen good profits?

Market View Minute : Which Vaccine Maker has seen good profits?

Which COVID-19 vaccine did you get?  Pfizer or Moderna?  These two pharmaceutical companies have become household names over the past couple years. And they have reaped windfalls as a result.  But whi...

10 Aug 20222min

Money and Me: Are these good dividend stocks in an inflationary environment?

Money and Me: Are these good dividend stocks in an inflationary environment?

A bank in China, a consumer company and a Singapore hospitality Reit are on Willie Keng, Founder, Dividend Titan and Michelle Martin's list of potential dividend stocks  See omnystudio.com/listener fo...

10 Aug 202223min

Market View: Semiconductor Bill , will it shake the industry up? Will oIl prices continue to fall? Could Hong Kong's looser covid policies reinvigorate its economy ?

Market View: Semiconductor Bill , will it shake the industry up? Will oIl prices continue to fall? Could Hong Kong's looser covid policies reinvigorate its economy ?

US President Joe Biden signed into law a new competition law overnight called the Chips and Science Act. Will it shake up the semiconductor industry? What is the outlook for the sector which has seen ...

10 Aug 202225min

Market View Minutes: What do Cloudfare, KohBrothers and VentureCorp have in common?

Market View Minutes: What do Cloudfare, KohBrothers and VentureCorp have in common?

Corporate earnings season is in full swing, and it can be challenging to sort through the numbers. No question that banks and energy companies are doing well. But what about our locally-listed constru...

8 Aug 20222min

Market View: US Inflation Reduction Act, Berkshire Hathaway portfolio overview, Sembcorp Industries, Yangzijiang Shipbuilding, Chip Eng Seng, F&N

Market View: US Inflation Reduction Act, Berkshire Hathaway portfolio overview, Sembcorp Industries, Yangzijiang Shipbuilding, Chip Eng Seng, F&N

Who are the winners and losers given the US Democrats' latest Signature Tax and Energy Bill? What is Berkshire Hathway buying?  And what's the latest in the Twitter-Musk saga? Michelle Martin and Ryan...

8 Aug 202223min

Money and Me: HDB resale prices are still up

Money and Me: HDB resale prices are still up

Michelle Martin looks at which flat types and areas are commanding good prices and takes a closer look at study of consumer sentiment of property here in Singapore in this edition of Money and Me. See...

8 Aug 20225min

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