Market View: Trillion Dollar Moves and Streaming Shocks

Market View: Trillion Dollar Moves and Streaming Shocks

TSMC enters the trillion-dollar club, Netflix profits jump, but is the stock overhyped?

Hosted by Michelle Martin with Ryan Huang, this episode dives into blockbuster earnings from Taiwan Semiconductor Manufacturing Company and Netflix.

We unpack why TSMC's profits surged 60% and explore its potential headwinds, including currency risk.

Netflix posts a 50% jump in profit—but is investor excitement waning?

Plus, we play “Up or Down” with PepsiCo, GE Aerospace, Starbucks, Wilmar, and WeRide.

Catch the STI movers including SingTel and DFI Retail, and end with a nostalgic turn to Sega’s comeback strategy.

See omnystudio.com/listener for privacy information.

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Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Market View: Google at $4 Trillion - When AI Lifts Giants and Spooks the Rest

Alphabet’s blockbuster quarter puts AI back in the spotlight as the tech giant delivers surging profits and resilient ad growth, even as markets turn jittery. Hosted by Michelle Martin with Ryan Huang...

5 Feb 22min

Money and Me: Buying  China in One Click - From A500 ETFs to the Six AI Tigers

Money and Me: Buying  China in One Click - From A500 ETFs to the Six AI Tigers

China’s investment narrative is shifting from old economy giants to new-generation growth engines. Michelle Martin speaks with Dr Wealth cofounder Alvin Chow, to explore whether the new CSI A500 index...

4 Feb 22min

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide

Big Pharma’s report cards just rewrote the market mood. Market View dives into why Pfizer slipped into a quarterly loss, why Novo Nordisk plunged double digits, and how Merck managed to buck the trend...

4 Feb 22min

READ: The Sound of S-C-H  by Danielle Lim

READ: The Sound of S-C-H  by Danielle Lim

Danielle Lim, author of The Sound of S-C-H, joins READ with Michelle Martin to discuss the newly reissued edition of her Singapore literature prize-winning book that chronicled her uncle’s life with s...

3 Feb 22min

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer. Our guest, John Sidawi, Senior Portfolio M...

3 Feb 18min

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Market View:  Where is the Disney Magic? Musk on AI in Space & Market Whiplash

Disney beats earnings but warns of falling tourist demand, sending its shares sharply lower. Costs are eating into some of the Disney magic. Meanwhile, Elon Musk is building a super stock story. Elon ...

3 Feb 24min

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World

Markets are flashing warning lights - and investors are wondering if the rules have changed. Gold and silver tumble after a near-vertical rally as politics collides with monetary policy. We unpack why...

2 Feb 15min

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Market View: Pharma’s Two-Front War, a Metals Meltdown, and a New Fed Sheriff

Big Pharma goes global, precious metals go vertical - then crash, and Wall Street braces for a new Fed era. Market View tracks AstraZeneca’s New York debut and what it signals about the race between t...

2 Feb 24min

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