Market View: ON’s Big Run, AI’s Big Questions & STI’s Record Climb

Market View: ON’s Big Run, AI’s Big Questions & STI’s Record Climb

Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster guidance upgrades and renewed AI optimism.

We break down what’s driving the surge in On’s sales, the key soundbites from AMD’s Lisa Su, and Cisco’s profit engine.

Plus -UP or DOWN verdicts across Singapore corporates as the STI hits fresh records led by Jardine Matheson and Hongkong Land.

And in the “Last Word,” a mall becomes a theme park as Netflix launches “Netflix House.”

All that and more - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3837)

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

Market View: Profits, Policy & Panic - Goldman’s Boom Meets Oil Shock Reality

We start in Singapore where the MAS has tightened policy for the first time since 2022, even as safe-haven flows push interbank rates lower - a rare divergence. Goldman Sachs delivers blockbuster ear...

14 Apr 22min

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Influence: The New Luxury Code - Ben Jones on Mandala Club, ICON1C & the Experience Economy

Meet an insider in Singapore's private club scene. Michelle Martin speaks with Ben Jones, Founder of Mandala Club and Co-founder of ICON1C, to unpack the evolution of modern luxury. From curated commu...

13 Apr 17min

Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

Money and Me: REIT Opportunity  & the Mid-Cap Alpha Hunt

S-REITs are under pressure - where is smart money quietly stepping towards? Rising oil prices linked to the Strait of Hormuz are driving costs higher and dragging REIT valuations lower. The iEdge S-RE...

13 Apr 17min

Market View: Oil Blockade Shock, AI Chip Plays & Earnings Season - Amkor, Apple, TSMC in Focus

Market View: Oil Blockade Shock, AI Chip Plays & Earnings Season - Amkor, Apple, TSMC in Focus

Markets are rallying - but what does oil flashing over $100 indicate? Geopolitics takes centrestage as Strait of Hormuz tensions escalate, with oil prices surging past US$100 and raising questions abo...

13 Apr 23min

Market View: Amazon to sell AI chips, Oil Shock & The Unexpected Winners

Market View: Amazon to sell AI chips, Oil Shock & The Unexpected Winners

Markets are rallying on peace hopes - but oil is telling a very different story. We unpack Amazon’s bold move against Nvidia and what it means for the future of AI economics. From GLP-1 weight loss dr...

10 Apr 24min

READ : Beyond Belief by Nir Eyal

READ : Beyond Belief by Nir Eyal

Bestselling author Nir Eyal shares how our beliefs shape our lives. Our beliefs can either hold us back or propel us toward our dreams. Sometimes we may not even be aware of the beliefs that are runni...

10 Apr 24min

Money and Me: Landlords are becoming co-living operators

Money and Me: Landlords are becoming co-living operators

What if your property could double its yield - without buying another one? We explore how Singapore landlords are transforming single-tenant homes into co-living cashflow machines. From landed propert...

10 Apr 25min

Money and Me: Are you insured for a specific illness or how a policy defines an illness and its treatment?

Money and Me: Are you insured for a specific illness or how a policy defines an illness and its treatment?

Even after life-saving surgery, a critical illness claim can be denied. What are you covered for and why? We explore how definitions influence payouts and highlight what consumers seeking "best" or "c...

9 Apr 26min

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