Market View: Boom Time for Drones and Defense Stocks

Market View: Boom Time for Drones and Defense Stocks

Foxconn smashes revenue records—but is turbulence ahead?

Michelle Martin delves into the red-hot defense sector and drone surge.

From AeroVironment to Kratos and Karman, military tech is in the spotlight.

Plus: Trump’s new tariffs, UOB and DBS face fines, and Airbus lands massive deals.

Catch local movers like Nanofilm Technologies and Frasers Centrepoint Trust.

Hosted by Michelle Martin.

Companies featured include: Foxconn, Nvidia, AeroVironment, Kratos Defense, Karman Holdings.

See omnystudio.com/listener for privacy information.

Episoder(3790)

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

Money and Me: The MOP Wave - Property Opportunity or Warning Sign?

Money and Me: The MOP Wave - Property Opportunity or Warning Sign?

Cheap mortgages, a flood of resale flats, and a widening condo price gap - is 2026 the year to buy, sell, or refinance your property? Michelle Martin explores Singapore’s unusual property moment and w...

16 Mar 23min

Market View: How oil shockwaves are spreading, potentially pressuring REITs, and who is taking a big move forward in Big Tech’s AI Spending Race?

Market View: How oil shockwaves are spreading, potentially pressuring REITs, and who is taking a big move forward in Big Tech’s AI Spending Race?

Oil above $100, war in the Middle East, and AI spending from Big Tech are colliding to reshape the global market outlook. On this episode of Market View, hosted by Michelle Martin with Ryan Huang, we ...

16 Mar 25min

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