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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Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial i...

10 Heinä 13min

Live Well with Michelle: The next era of intelligence - building living computers

Live Well with Michelle: The next era of intelligence - building living computers

Artificial intelligence has transformed the way we work, but could the next computing revolution come from biology instead? Hosted by Michelle Martin, this episode explores the groundbreaking field of...

10 Heinä 22min

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking ma...

10 Heinä 28min

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

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 Sing...

9 Heinä 10min

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

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Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

9 Heinä 33min

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

8 Heinä 10min

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market ...

8 Heinä 21min

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