Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing?  Hosted by Michelle Martin, we unpack the Singapore investment giant's AI-driven strategy as its portfolio surpasses S$400 billion. We also examine how rising oil prices, Fed uncertainty and geopolitical tensions are rattling global markets, while more than two-thirds of technology stocks have slipped into correction territory. Plus, why Levi Strauss is outperforming expectations by reinventing denim for a new generation of consumers. In our Up or Down segment, we look at Broadcom, Apple, SpaceX, Luxshare, and South Korean equities to find out where momentum is building - and where investors are losing confidence.See omnystudio.com/listener for privacy information.