Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session.

A blockbuster corporate battle dominates headlines as Paramount launches a hostile bid to challenge Netflix’s US$72 billion offer for Warner Bros. Discovery, sending shares of Paramount, Netflix and WBD sharply higher and lower in different directions.

Nvidia lands a major geopolitical and commercial win after the Trump administration clears sales of its H200 chip to China - with the US government taking a 25% cut of revenues.

In UP or DOWN, we break down Stellantis’ tiny car ambitions, IBM’s US$11 billion acquisition of Confluent, Ares’ surge into the S&P 500, Genting Singapore’s Moody’s downgrade, and Sembcorp’s talks to acquire Australia’s Alinta Energy.

Back home, the STI slips as DFI Retail leads declines while Venture Corp and ST Engineering edge higher.

We wrap with Hollywood box office fireworks as Five Nights at Freddy’s 2 smashes December records - all hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

Money and Me: Your Medical Bill Is About to Change - What the New Shield Plan Rules Really Mean

From April 2026, new Integrated Shield Plan riders will no longer cover deductibles, and your annual out-of-pocket cap doubles to S$6,000 under the latest Ministry of Health overhaul. Premiums are expected to drop by about 30%, as policymakers push patients to shoulder more costs to cool the runaway private healthcare inflation. We break down what’s changing, what stays, and how to plan your medical sinking fund with Elijah Lee, Senior Financial Services Manager at Phillip Securities - all hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

9 Joulu 24min

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Money and Me: The 2026 Market Map - Bull Run or Breaking Point?

Is the next big move in U.S. markets a continuation of the rally - or the setup for a sharp reckoning? Simon Ree, Founder of Tao of Trading, shares his base case for 2026. We unpack what the options market is signaling about an imminent Fed rate cut, and why interest rates still matter for risk assets. From the AI investment boom and earnings resilience to megacap dominance, Simon explains what’s structural versus what’s becoming a crowded trade. We also drill into key risks - from stretched valuations and weak market breadth to capex-heavy Big Tech and tariff shocks. A clear 2026 playbook for everyday investors - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

8 Joulu 14min

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

Market View: Netflix Drops a $72 Billion Bomb on Hollywood

A $72 billion streaming shockwave just jolted Hollywood, Washington and global markets. Netflix moves to acquire Warner Bros. Discovery, swallowing DC, Harry Potter, Lord of the Rings, Game of Thrones and Looney Tunes in the biggest deal of its history. We unpack what this means for consumers, bundling, cinema releases, and why regulators under the Trump administration are circling the deal. Apple faces its biggest leadership shake-up in decades - AI, design, legal and chip talent all in play—raising fresh questions about its innovation engine. Markets grind higher as attention turns to Jerome Powell, U.S. rates, S-REIT momentum, and the latest UP or DOWN calls on Moore Threads, Meta, Carvana and UltraGreen.ai. All this, plus a Gen-Z box-office shocker from Five Nights at Freddy’s - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

8 Joulu 25min

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Money and Me: The Great REIT Reset - Where Recovery Meets Risk

Is this the point where S-REITs start to reclaim their shine? Singapore’s REIT landscape is stirring back to life as investors eye the long-anticipated rate-cut cycle - but recovery may not be a straight line. In this episode hosted by Michelle Martin, Tim Phillips, Founder of TimTalksMoney, breaks down the bright spots and blind spots across major S-REITs. We dissect CapitaLand Ascendas REIT, Lendlease Global Commercial REIT, and Keppel DC REIT to understand their growth drivers, and exposure risks. Tim addresses data-centre amidst the AI bubble narrative and how retail and hospitality REITs stack up against struggling office assets. We tackle the biggest macro indicators that matter now - from inflation resilience to cash-flow predictability. Whether you’re holding, buying, or waiting, this REIT reset may shape your 2025 investment playbook.See omnystudio.com/listener for privacy information.

5 Joulu 27min

Market View: Big Tech Pullbacks, Big Media Bidding Wars

Market View: Big Tech Pullbacks, Big Media Bidding Wars

The metaverse dream is shrinking. Meta’s 30% metaverse cutback redirects billions toward AI hardware, reshaping investor expectations almost overnight. Host Michelle Martin dives into what you need to know about markets in conversation with Ryan Huang. Meta, Micron, HP, Nvidia, Cambricon, Netflix, Comcast, Paramount and SkyDance - it’s a heavyweight lineup as Big Tech resets its bets and entertainment giants battle for Warner Bros. Discovery’s crown jewels. UP or DOWN calls span memory chips, PC makers, AI export politics and China’s push to dethrone Nvidia. Plus, markets hover just shy of S&P 500 records as mid-caps like Carvana, Pure Storage and Ciena jostle for a final 2025 index reshuffle. And on the STI, Frasers Centrepoint Trust, SingTel and DFI Retail drive a choppy open as local traders look for direction.See omnystudio.com/listener for privacy information.

5 Joulu 21min

Money and Me: Are you making the most of your cash?

Money and Me: Are you making the most of your cash?

It's the episode for us all to learn about how to make the most of the first tier of financial security - your stash of cash. Hosted by Michelle Martin, this episode features Walter de Oude, founder of Chocolate Finance and the former CEO of Singlife. We break down whether this platform can do more for you with your “idle money”. Walter explains how Chocolate Finance blends flexibility, yield and miles - offering 2% on the first S$20K and up to 1.8% beyond. We explore how Singaporeans should balance liquidity vs investing amid volatile flows, rising living costs and shifting rate expectations. Plus: growth milestones for Chocolate including expanding to the Hong Kong market, the March withdrawals episode and how this founder approaches AI.See omnystudio.com/listener for privacy information.

4 Joulu 18min

Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

Market View: Who is profiting from the Denim Wars? New lead in the AI IPO  race & a glowing debut on Singapore's IPO scene

A celebrity-fuelled denim war is reshaping retail - but what does it mean for markets? Hosted by Michelle Martin, this episode dives into how Levi’s, American Eagle, Gap, True Religion and more are battling for denim dominance. We track Anthropic’s race toward one of the largest AI IPOs ever alongside OpenAI and the broader AI investment boom. Singapore takes centre stage with UltraGreen.ai’s glowing SGX debut and Leong Guan’s Catalist-bound IPO. Plus: Wall Street edges toward record highs as rate-cut hopes rise and we play UP or DOWN with Salesforce, DFI Retail, and SGX. We wrap with Malaysia’s renewed search for MH370 - more than a decade on.See omnystudio.com/listener for privacy information.

4 Joulu 18min

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