Market View: Is This Micron’s Nvidia Moment?

Market View: Is This Micron’s Nvidia Moment?

Micron just delivered a blowout quarter - and investors are asking whether this is the next Nvidia-style AI trade.

Micron Technology posts blockbuster earnings as AI-driven demand for high-bandwidth memory outstrips global supply, sending shares soaring.

With only three major suppliers - Micron, Samsung and SK Hynix - tight capacity is reshaping how investors value memory makers.

We also unpack fresh developments in TikTok’s long-running US divestment saga and whether a sale can finally quiet Washington’s concerns.

Plus, a closer look at US inflation data that looks benign on the surface - but raises deeper questions beneath the headline number.

From PDD and BP to Nike and OCBC, it’s UP or DOWN on the day’s biggest corporate movers.

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

See omnystudio.com/listener for privacy information.

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Influence: From "Simi si TOP?" To IPO success - The Placemaker Story

Influence: From "Simi si TOP?" To IPO success - The Placemaker Story

Michelle Martin speaks with Eugene Lim, Founder and CEO of “The Assembly Place,” on the lessons from his new book "The Placemaker" which is about this Singapore entrepreneur how used streetsmarts to d...

23 Mars 24min

Money and Me: Behind Homegrown Gaming Hit - Havendock

Money and Me: Behind Homegrown Gaming Hit - Havendock

What if one person, one idea, and one restless night could build a global gaming success? Michelle Martin sits down with 33-year-old Yeo Ying Zhi, founder of YYZ Studio, to explore how indie developer...

23 Mars 24min

Market View: How is Ozempic changing FnB? The Small Cap Selloff & Big Tech’s AI Device Race

Market View: How is Ozempic changing FnB? The Small Cap Selloff & Big Tech’s AI Device Race

What if the biggest threat to food companies… isn’t inflation but your shrinking appetite? GLP-1 drugs like Ozempic are reshaping consumer behavior, forcing food giants to rethink portions, pricing, ...

23 Mars 23min

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 Mars 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 Mars 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 Mars 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 Mars 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 Mars 25min

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