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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Market View: Nvidia unveils Cheaper AI, Smarter Cars & a Reality Check

Market View: Nvidia unveils Cheaper AI, Smarter Cars & a Reality Check

A single chip may have just changed the economics of artificial intelligence. From CES in Las Vegas, Nvidia unveils its Vera Rubin AI chip - promising faster computing at a fraction of today’s power a...

7 Jan 20min

Money and Me: Borrowing to Invest - When Retirement Turns Into Risk

Money and Me: Borrowing to Invest - When Retirement Turns Into Risk

He was told borrowing could boost his retirement - instead it wiped out his peace of mind. A real-life Singapore case shows how a retiree lost a large portion of his savings after taking loans to buy ...

6 Jan 24min

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital. Wall Street rallies as energy stocks surge after US action in Venezuela, put...

6 Jan 23min

Money and Me: How do smart investors choose when to react or relax?

Money and Me: How do smart investors choose when to react or relax?

The biggest threat to your money in 2025 wasn’t what everyone was shouting about, it was your reaction to them. As markets whipsawed through tech shocks, AI scares, and policy pivots, many investors h...

5 Jan 21min

Market View: Oil Shocks, EV Power Plays & the Bull Market Balancing Act

Market View: Oil Shocks, EV Power Plays & the Bull Market Balancing Act

A geopolitical shock meets market momentum as oil, EVs, and equities collide. The arrest of Venezuela’s leadership puts energy markets back in the global spotlight. Which EV maker has overtaken Tesla?...

5 Jan 19min

Money and Me: Retire With More Money

Money and Me: Retire With More Money

Why do intelligent, hard-working people still struggle financially in retirement — and what do they miss along the way? Straits Times Invest Editor, Tan Ooi Boon and author of Retire With More Money d...

24 Dec 202528min

Market View: Pills, Warships & Copper at Record Highs

Market View: Pills, Warships & Copper at Record Highs

Asia’s markets are mixed this Christmas Eve - but beneath the calm, powerful themes are moving capital fast as investors weigh healthcare breakthroughs, defence spending, and surging commodities. Novo...

24 Dec 202519min

Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

Markets are shifting fast - not just what you invest in, but how you stay ahead when trading never stops. As NASDAQ moves toward a 23-hour trading day, investors face a world that’s always-on, faster,...

23 Dec 202521min

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