Breached ceasefire?

As accusations of peace breaches continue to volley, opportunistic buying continues and oil has rebounded.

We unpack the market whiplash as Brent crude plunges then spikes, and what it signals about geopolitical risk.

In corporate news, leadership drama at Paramount Skydance raises fresh questions over its US$81B Warner Bros. Discovery bid.

Meta rolls out a new AI model, Grab doubles down on AI-led growth, while Delta and Constellation Brands signal consumer and cost pressures.

Closer to home, the STI climbs with SATS and Hongkong Land leading gains, even as DFI Retail lags.

From oil to AI to media consolidation - what’s noise and what’s signal? 

Hosted by Michelle Martin with Ryan Huang.