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: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Wall Street hits record highs - but one AI stock just triggered a brutal reality check. US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt t...

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Money and Me: The IP Rider Shake-Up - Pay Less Now, Risk More Later?

Money and Me: The IP Rider Shake-Up - Pay Less Now, Risk More Later?

We attend to your health insurance wallet today. New IP rider rules mean deductibles are no longer covered and annual co-payments double to S$6,000. Premiums may fall by about 30 percent - but smaller...

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Market View: Walmart’s Nasdaq Leap, Spotify vs YouTube, Jardine’s Mandarin Move, and LMIRT’s Cash Call

Market View: Walmart’s Nasdaq Leap, Spotify vs YouTube, Jardine’s Mandarin Move, and LMIRT’s Cash Call

Walmart ditches Wall Street tradition and makes a surprise leap into tech territory. Walmart shifts its stock listing from the NYSE to the Nasdaq as it deepens its push into AI, automation and e-comme...

10 Des 202523min

Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

From April 2026, new Integrated Shield Plan riders will no longer cover deductibles, and your annual out-of-pocket cap doubles to S$6,000 under the latest Ministry of Health overhaul. Premiums are exp...

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Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session. A blockbuster corporate battle dominates headlines as Paramount launches a...

9 Des 202522min

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning? Simon Ree, Founder of Tao of Trading, shares his base case for 2026. We unpack what the options m...

8 Des 202514min

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

A $72 billion streaming shockwave just jolted Hollywood, Washington and global markets. Netflix moves to acquire Warner Bros. Discovery, swallowing DC, Harry Potter, Lord of the Rings, Game of Thrones...

8 Des 202525min

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine? Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a strai...

5 Des 202527min

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