Market View: Earnings Shock - Netflix Slides, Pepsi Rallies, TSMC Powers the AI Trade

Market View: Earnings Shock - Netflix Slides, Pepsi Rallies, TSMC Powers the AI Trade

Markets are hitting record highs - but beneath the surface, investors are getting far more selective.

Netflix beats earnings but sinks as leadership changes raise deeper questions about growth.
Pepsi surprises to the upside - signaling a shift from pricing power to consumer sensitivity.

TSMC’s blockbuster results confirm AI demand is translating into real profits across the supply chain.

Meanwhile, markets push higher despite geopolitical risks, as investors rotate between growth, yield, and resilience.

Also in the spotlight: Netflix, PepsiCo, TSMC, Sigenergy, Keppel DC REIT, SBS Transit, Frasers Logistics & Commercial Trust, Mapletree Logistics Trust.

Hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Episoder(4056)

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Money and Me: Beyond Nvidia - The 5 Layers of the AI Investment Opportunity

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle...

15 Sep 26min

Read: 700 Years of Singapore - What History Tells Investors About the Next Growth Story

Read: 700 Years of Singapore - What History Tells Investors About the Next Growth Story

Singapore’s rise is often described as an economic miracle. But was it really a miracle —what is the secret to Singapore's economic success? Michelle Martin speaks with Keen Meng Choy, professor of ec...

15 Sep 22min

Market View:  The AI Trade Faces a Reality Check as Oil Tops $100 , Oil Above $100 & what could move markets this week

Market View:  The AI Trade Faces a Reality Check as Oil Tops $100 , Oil Above $100 & what could move markets this week

Could artificial intelligence become too powerful to control? Michelle Martin examines warnings from Anthropic CEO Dario Amodei and the growing debate in Washington over whether AI development needs s...

14 Sep 14min

Hyperbaric Oxygen Therapy: Medicine, Longevity Tool or Wellness Hype?

Hyperbaric Oxygen Therapy: Medicine, Longevity Tool or Wellness Hype?

Can breathing pure oxygen under pressure help us heal — or even age better? Michelle Martin speaks with Dr Gerard Ee, Founder and Medical Director of The Clifford Clinic, to unpack the science behind ...

14 Sep 24min

Money and Me: The Best Cards for Living Abroad to Earn Miles Without Losing Them to Fees

Money and Me: The Best Cards for Living Abroad to Earn Miles Without Losing Them to Fees

If you’re living overseas for a few weeks or months, what’s the smartest way to pay without carrying a wallet full of cards — or wiping out the value of your miles with foreign-currency fees? Michelle...

14 Sep 22min

Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold

Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold

Are consumers falling out of love with Lululemon’s famous leggings? Shares plunged after disappointing earnings and a weaker outlook - but the bigger question is whether fashion itself has moved on. M...

4 Sep 12min

Advanced Diagnostic Tests the Super Health-Conscious are opting for 

Advanced Diagnostic Tests the Super Health-Conscious are opting for 

What if we managed our health the way we manage our money - investing early, tracking risk and thinking about long-term returns? Functional nutritionist Jieun Wrigley of Rapid Nutrition Therapy says p...

4 Sep 25min

Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?

Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?

Singapore’s housing market could be entering a new phase. The BTO household income ceiling is rising to S$16,000, while the Executive Condominium ceiling moves to S$18,000 - potentially widening the p...

4 Sep 21min

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