Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

Market View : Microsoft at the Crossroads: Bulls, Bears & the AI Orbit

With Microsoft shares down more than 15% year-to-date, Michelle zeros in on a debate that couldn't be timelier for investors.

Microsoft splits Wall Street - one broker waves the red flag, another doubles down on AI-driven upside.

Who’s right?

Microsoft is at the heart of a sharp broker divide, with Melius Research downgrading the stock over free cash flow pressures while D.A. Davidson turns bullish on the AI ecosystem surrounding OpenAI.

We unpack why one camp is worried about subscription growth and capital intensity, while the other sees long-term operating leverage from AI adoption.

From the US to Japan, markets also react to Prime Minister Sanae Takaichi’s election win - and Warren Buffett’s winning Japan strategy.

Our UP or DOWN segment checks in on Montage Technology, Novo Nordisk, NatWest, and Oracle amid volatile global trading.

Plus, local market movers on the STI and a surprising box office twist in today’s Last Word, hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

Episoder(3739)

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Market View : Toy Titans, Earnings Whiplash & the Price of Reinvention

Hasbro soars, Mattel stumbles - and the gap between winners and losers has never looked wider. From a tale of two toymakers to sharp earnings surprises across global giants, today’s Market View unpack...

11 Feb 23min

Money and Me : When Gold is So High, Should you Buy?

Money and Me : When Gold is So High, Should you Buy?

Hosted by Michelle Martin, this is the show that keeps your peace of mind at the heart of the wealth chase. When everything feels chaotic - wars, inflation, de-dollarisation fears and gold is rising -...

10 Feb 19min

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

Money and Me: S-REITs Are Back - But Not All Recoveries Are Equal

After years in the penalty box, S-REITs are staging their strongest comeback since before COVID - but the real question is: who’s thriving, and who’s just surviving? The iEdge S-REIT Leaders Index del...

9 Feb 18min

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Market View: From Bank Margins to Bull Runs - Who’s Really Winning This Rally?

Asia-Pacific markets are flashing mixed signals - from softer bank profits to roaring equity rallies, so where is the opportunity for investors? DBS’ Q4 earnings remind investors that even best-in-cla...

9 Feb 25min

Where is Gold and Silver Going? From Record Highs to Violent Reversals

Where is Gold and Silver Going? From Record Highs to Violent Reversals

Gold and silver just gave investors a brutal reminder: safe havens can still whipsaw. After blistering rallies into early 2026, both metals have plunged as a stronger U.S. dollar, ETF unwinds and crow...

6 Feb 7min

Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

Money and Me: The Great Convergence - Buying a Home When AI Is Shaking Your Paycheque

What if the real risk in buying a home isn’t interest rates - but your job? In early 2026, AI disruption, shifting HDB policies and volatile careers are forcing buyers to rethink what “affordable” rea...

6 Feb 17min

Market View: Amazon’s AI Bill, Crypto Chill & Earnings Whiplash

Market View: Amazon’s AI Bill, Crypto Chill & Earnings Whiplash

Amazon which posted solid headline profits, but saw a market recoil as expectations collide with a US$200bn AI spending plan. So why did Wall Street blink? AWS shines with robust margins and growth, u...

6 Feb 22min

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