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.