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

Published on 9 Jul 2026
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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 BroadcomAppleSpaceXLuxshare, and South Korean equities to find out where momentum is building - and where investors are losing confidence.

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