A US$100 billion media deal collapses, a gold miner surges 400%, and Nvidia still can’t satisfy investors - what’s really driving markets?

In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Netflix’s decision to walk away from acquiring Warner Bros. Discovery after a superior cash bid from Paramount, and what that means for streaming economics and consumers.

We track CNMC Goldmine’s near-400% profit surge as gold prices power earnings - and ask whether momentum can last after a 500% share price run.

Our UP or DOWN segment ranks Singapore earnings from Soilbuild’s 84% jump to Centurion’s 82% slide - separating operating strength from one-off gains.

In the US, Nvidia drops despite strong results, dragging the NASDAQ lower, while the STI slips below 5,000 with UOL and City Developments leading losses.

We close with market breadth, leadership shifts, and what this rotation tells long-term investors.

Plus: a quick cultural pivot with the Rock & Roll Hall of Fame nominees - because markets, like music, are about timing.