Market View: Telecom Shake-Up, Trump’s Intel Reversal & Lithium’s Surge

A 90-day US-China trade truce lifts Asia-Pacific markets, but the bigger buzz is in Singapore’s telecom scene as Keppel sells M1 — to an unexpected buyer.

Hosted by Michelle Martin with Ryan Huang, this episode unpacks the impact on rivals StarHub, SingTel, and Simba, and whether market share shifts are coming.

In the US, Intel’s CEO Lip-Bu Tan goes from “conflicted” to “success” overnight after meeting President Trump, sending shares up.

We also discuss analyst downgrades for Sembcorp Industries and UOB, Ford’s EV push, lithium stock spikes from CATL’s mine halt, Paramount’s billion-dollar UFC rights deal, and Straco’s profit plunge. Plus, a check on the Straits Times Index movers, from Venture Corp to Sembcorp.

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