Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Is AI now a valuation divider?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment.

FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks.

IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses.

Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix.

We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat.

Companies in focus: UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | Netflix

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