Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check

AI demand is exploding - but are investors already pricing in too much too fast? Michelle Martin and Ryan Huang unpack Micron’s blockbuster earnings as AI-driven memory demand surges, even as its stock slips on heightened expectations. They explore whether the AI supply chain - from Nvidia-driven demand to chipmakers - is entering a new phase of volatility. Back home, a bullish broker call on Nam Cheong highlights how oil-linked plays are riding geopolitical tensions and offshore activity recovery. The Fed signals no rush to cut rates, sending markets lower - while Tencent, Disney, and Manulife US REIT reflect diverging global corporate momentum. Plus: Singapore’s STI reclaims 5,000 - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.