Market View: Buffett’s Final Bets, Streaming Showdown & AI’s Power Play

Market View: Buffett’s Final Bets, Streaming Showdown & AI’s Power Play

One legend exits, a streaming war reignites, and AI redraws the market map - where should investors focus now?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Warren Buffett’s last portfolio reshuffle at Berkshire Hathaway - trimming Apple, Amazon and Bank of America while adding some well-known names.

Berkshire has now been a net seller for 13 straight quarters - is the Oracle signalling caution at peak valuations?

In media, Warner Bros Discovery’s $70B content deal with Netflix faces a last-minute push from Paramount - can it outbid and reshape the streaming battlefield?

Tech leads markets higher as Nvidia inks a multi-year AI infrastructure deal with Meta, potentially squeezing Broadcom’s edge.

In UP or DOWN, we size up Palo Alto Networks’ profit miss, Moderna’s FDA review reversal, and Yangzijiang Maritime’s proposed buyback.

Back home, the STI reopens with CapitaLand Investment up while OCBC, DFI Retail and Hongkong Land lag - is Singapore ready to gallop into the Year of the Horse?

Hear about Berkshire Hathaway, Apple, Amazon, Bank of America, New York Times, Domino’s Pizza, Chevron, Warner Bros Discovery, Netflix, Paramount, Nvidia, Meta, Broadcom, Palo Alto Networks, Moderna, Yangzijiang Maritime, CapitaLand Investment, OCBC, DFI Retail, Hongkong Land.

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

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

MARKET VIEW: Why a Stock That Doubled Still Looks Cheap

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 

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

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

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

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

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

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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