Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Market View: Netflix vs Paramount, Nvidia’s China Chip Win & IBM’s $11 Billion Bet

Asia-Pacific markets trade mixed as Wall Street pulls back, with Seoul, Sydney and Tokyo all in the red to start the session.

A blockbuster corporate battle dominates headlines as Paramount launches a hostile bid to challenge Netflix’s US$72 billion offer for Warner Bros. Discovery, sending shares of Paramount, Netflix and WBD sharply higher and lower in different directions.

Nvidia lands a major geopolitical and commercial win after the Trump administration clears sales of its H200 chip to China - with the US government taking a 25% cut of revenues.

In UP or DOWN, we break down Stellantis’ tiny car ambitions, IBM’s US$11 billion acquisition of Confluent, Ares’ surge into the S&P 500, Genting Singapore’s Moody’s downgrade, and Sembcorp’s talks to acquire Australia’s Alinta Energy.

Back home, the STI slips as DFI Retail leads declines while Venture Corp and ST Engineering edge higher.

We wrap with Hollywood box office fireworks as Five Nights at Freddy’s 2 smashes December records - all hosted by Michelle Martin with Ryan Huang.

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Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing? Hosted by Michelle Martin, we unpack the Sing...

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Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

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Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

9 Juli 33min

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

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Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

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Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

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