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 systems and the rise of agentic AI that can act, not just respond.

Hosted by Michelle Martin with Ryan Huang, the conversation explores whether Nvidia can maintain dominance as rivals circle and energy constraints loom.

We also revisit Berkshire Hathaway’s $2 billion Iran oil windfall - a reminder of Buffett’s enduring edge in geopolitics and commodities.

In corporate news, Dollar Tree surprises on pricing power while Peloton pivots to gyms, Sert expands logistics assets in Europe, and SATS rides cargo growth optimism.

Back home, the STI climbs with Singapore Exchange, Singtel and Wilmar leading gains even as UOL lags.

And in today’s Last Word, Pop Mart faces life after Labubu mania - can it reinvent its toy empire?

See omnystudio.com/listener for privacy information.

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Episoder(4063)

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

Money and Me: S-REITs: Buying Opportunity, Value Trap or Time to Move On?

S-REITs have raised at least S$4.5 billion in equity funding this year, while average distribution yields of around 6.2% continue to tempt income investors. But after years of weak capital performance...

17 Sep 20min

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in f...

17 Sep 11min

Caregiver Burnout: They need more than permission torest

Caregiver Burnout: They need more than permission torest

More than nine in ten respondents to the Caregiving Welfare Association’s ongoing survey have experienced—or expect to experience—caregiver overwhelm. Yet guilt, family expectations and the fear that ...

17 Sep 20min

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Market View: Is the AI Trade Changing? Grab’s Big BNPL Bet, Nvidia and Oil Shock

Grab makes a US$1.5 billion bet on Atome, while Nvidia’s Jensen Huang pushes back against calls to slow AI development. Michelle Martin unpacks what it means for investors, plus the pressure from US$1...

16 Sep 12min

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Live Well with Michelle: Who Gets a Say in Your Healthcare?

Healthcare decisions are made for patients — but how often are they made with them? Michelle Martin speaks with Ann Single, CEO of the Patient Voice Initiative and President of HTAi, about what meanin...

16 Sep 16min

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Is one of the market’s biggest investment narratives starting to shift? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about calls to slow frontier AI development, the surge in cyber...

16 Sep 26min

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears o...

16 Sep 16min

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle...

15 Sep 26min

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