Market View: SpaceX's US$1.75 Trillion Moment, AI's Chip Bottleneck & Singapore's Top June Picks

Could the biggest IPO in history trigger the next major rotation in global markets? Hosted by Michelle Martin, this episode explores why DBS Research and UOB Kay Hian are highlighting Singtel and Venture Corporation as their preferred June picks and what that says about the search for value in today's market. We examine SpaceX's expected US$1.75 trillion stock market debut and why investors from Nvidia to Microsoft and Apple will be watching closely. Plus, Nvidia and SK Hynix signal that AI demand continues to outpace supply, reinforcing the long-term investment case across the semiconductor ecosystem. We also look at Jumbo Group's bet on China's premium dining market and the risks facing consumer-focused businesses. Finally, what a surprise Hollywood box-office winner can teach investors about the difference between hype and execution. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.