Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors.

Microsoft splits Wall Street - one broker waves the red flag, another doubles down on AI-driven upside.

Who’s right?

Microsoft is at the heart of a sharp broker divide, with Melius Research downgrading the stock over free cash flow pressures while D.A. Davidson turns bullish on the AI ecosystem surrounding OpenAI.

We unpack why one camp is worried about subscription growth and capital intensity, while the other sees long-term operating leverage from AI adoption.

From the US to Japan, markets also react to Prime Minister Sanae Takaichi’s election win - and Warren Buffett’s winning Japan strategy.

Our UP or DOWN segment checks in on Montage Technology, Novo Nordisk, NatWest, and Oracle amid volatile global trading.

Plus, local market movers on the STI and a surprising box office twist in today’s Last Word, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Money and Me: Budget 2026, CPF 864% Growth & The AI Property Play

Money and Me: Budget 2026, CPF 864% Growth & The AI Property Play

Can your child’s $10,000 today really turn into $86,000 - and what does Budget 2026 have to do with it?Michelle Martin unpacks the latest Budget goodies - from CDC vouchers and CPF top-ups to corporat...

13 Feb 27min

Influence: Ashish Chordia on the AI-Powered Longevity Revolution  

Influence: Ashish Chordia on the AI-Powered Longevity Revolution  

Tucked away at Raffles Hotel is a new start-up with a hefty six figure annual fee for members. It aims to help its members live longer, healthier lives with preventive health checks and premium thera...

13 Feb 18min

Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Market View: AI Scare Trade, STI at 5,000 & When Pop Turns Portfolio  

Is artificial intelligence about to upend trucking, property, and even your portfolio playbook? A former karaoke firm, Algorhythm Holdings, sparks an “AI Scare Trade” after unveiling its SemiCab logis...

13 Feb 24min

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

Money and Me: ASK CPF! Navigating the 3 CPF LIFE Plans

You asked for it! Michelle Martin sits down with Dion Thong, Senior Manager, Retirement Withdrawals Department, CPF Board, to demystify CPF LIFE with questions listeners sent in. They tackle common fe...

12 Feb 18min

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

Market View: Grab’s Profit Pivot, Budget 2026 Bets & The AI Crosscurrents

From red ink to record profits - but how are Grab investors reacting? Grab posts its first full-year profit of US$268 million - and launches a US$500 million buyback - even as shares slide on concerns...

12 Feb 21min

Money and Me: What Budget 2026 could help Singaporeans with.

Money and Me: What Budget 2026 could help Singaporeans with.

What if Budget 2026 could change the way you use your SRS , own your first home and teach your children about money? Ahead of Prime Minister Lawrence Wong’s statement, we unpack ideas that could meani...

11 Feb 22min

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Hasbro soars, Mattel stumbles - and the gap between winners and losers has never looked wider. From a tale of two toymakers to sharp earnings surprises across global giants, today’s Market View unpack...

11 Feb 23min

Money and Me : When Gold is So High, Should you Buy?

Money and Me : When Gold is So High, Should you Buy?

Hosted by Michelle Martin, this is the show that keeps your peace of mind at the heart of the wealth chase. When everything feels chaotic - wars, inflation, de-dollarisation fears and gold is rising -...

10 Feb 19min

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