Market View: Tariff Shockwaves, AI Casualties & Singapore’s Banking Reality

Is AI now a valuation divider? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack UOB’s 7% dip in Q4 profit to S$1.41 billion and what it signals for Singapore banks amid a shifting rate environment. FedEx moves to recover tariff costs after a U.S. Supreme Court ruling, just as President Trump doubles down on global tariffs - rattling U.S. stocks. IBM tumbles 13% on fears an Anthropic programming breakthrough could disrupt legacy code businesses. Meanwhile, Paramount raises its bid for Warner Bros Discovery in a high-stakes move to counter Netflix. We also assess how the STI is holding up amid global volatility and whether this is rotation - not retreat. Companies in focus: UOB | FedEx | IBM | Anthropic | Paramount | Warner Bros Discovery | NetflixSee omnystudio.com/listener for privacy information.