Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Market View: AI Winners, Earnings Whiplash & the Fed’s Pause Button

Big Tech earnings are splitting the market right down the middle - Meta soars, Microsoft stumbles, and investors are asking whether AI spending is starting to bite.

Big Tech earnings dominate today’s Market View as Meta and Microsoft head in sharply different directions.

Meta delivers blockbuster results, with fourth-quarter revenue jumping 24% and investors cheering its confidence to ramp up AI investment - even with spending set to surge this year.

Microsoft, meanwhile, beats expectations but unsettles markets by flagging slower cloud growth, triggering a sell-off despite strong headline numbers.

The earnings picture widens with our UP or DOWN round: Tesla grapples with its weakest annual profit since the pandemic, Starbucks shows signs of a long-awaited turnaround, while SK Hynix and Samsung ride relentless demand for AI-driven memory and chips.

Markets zoom out as the S&P 500 briefly tops 7,000 before retreating, with the U.S. Federal Reserve holding rates steady under continued pressure from President Donald Trump.

We end back home in Singapore, tracking STI movers and new SGX board lot changes, before closing with a cultural curveball - the Grammys!

K-pop is entering the fray and Michelle shares her pick for an artist who signals a deeper shift from spectacle to substance.

Hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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LIVE WELL WITH MICHELLE: Therme Singapore - Singapore's Newest Attraction Is Built on Wellbeing

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MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

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Hosted by Michelle Martin, today's episode opens with a bold broker call: DBS sees 46% upside in Jardine Matheson and reckons the conglomerate's own targets are too modest. Closer to home, two SGX nam...

19 Kesä 6min

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

LIVE WELL WITH MICHELLE: Your Medicine is in Your Meal

Bloated after meals, wired on caffeine, drained on a full night's sleep - we've quietly agreed to call this "modern life." But what if small tweaks from a TCM perspective might help? This week, Michel...

19 Kesä 25min

Money and Me: The Free Form Most Singaporeans Haven't Signed 

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What happens to your money, your home, and your medical care if one day you can't speak for yourself? In this episode of Money and Me, hosted by Michelle Martin, lawyer and Certificate Issuer Kwok-Che...

19 Kesä 22min

Money and Me : Self-Employed? Tips to boost your CPF

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Hosted by Michelle Martin. A recent case of a self-employed Singaporean amassing more than S$1.2 million in CPF savings challenges conventional wisdom about retirement planning outside traditional emp...

18 Kesä 25min

Market View: When Does an AI Story Become a Meme Stock? From Smartbird to SpaceX

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Could the market's hottest AI trades be creating the next generation of meme stocks? And if a sneaker company can reinvent itself as an AI firm, what exactly are investors buying today - earnings, or...

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Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

Market View: Can ST Engineering challenge DBS, how Space X is putting IPO money to work, why Bury won't bet against Space X, Salesforce, Yum Brands, Elite UK REIT, Nike

What if the most important AI battle is no longer about chatbots, but about who owns the workflow of work itself? Michelle Martin explores why ST Engineering is forcing investors to rethink what a Sin...

17 Kesä 14min

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

LIVE WELL WITH MICHELLE: The Billion-Dollar Problems Hiding in Plain Sight

In this episode of LIVE WELL WITH MICHELLE, Michelle Martin speaks with Japhire Gopi Kannan, Founder of JA Assure, about building a thriving business by solving overlooked risks in healthcare, high-va...

17 Kesä 23min

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