Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Market View: Code Red for AI? Oracle’s Shock, Broadcom’s Paradox and Singapore’s Property Plays

Wall Street hits record highs - but one AI stock just triggered a brutal reality check.

US markets rally even as fears of an AI bubble intensify, after Oracle plunges on weak earnings and heavy debt taken on to fund its AI ambitions.

Michelle Martin and Ryan Huang unpack why Oracle’s so-called “Code Red” moment has investors questioning the sustainability of AI infrastructure spending, especially with OpenAI as a key client.

They also turn to Broadcom, where booming AI chip sales fail to lift the stock, raising fresh questions about valuation, expectations and sentiment.

Back home, DBS turns bullish on Singapore developers, lifting targets for CDL, UOL and GuocoLand - but are the buy calls justified?

In UP or DOWN, fists fly at PDD during a China audit, Hongkong Land and Keppel REIT reshuffle MBFC, Seatrium lands a major green-energy contract, and noodle maker Leong Guan debuts strong.

Plus, Disney’s billion-dollar bet on OpenAI sparks a lighter question on which iconic characters could soon come alive in AI - hosted by Michelle Martin with Ryan Huang.

See omnystudio.com/listener for privacy information.

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Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

Market View: AI's New Battleground, SK Hynix's Record Debut & Winners and Losers

In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial i...

10 Heinä 13min

Live Well with Michelle: The next era of intelligence - building living computers

Live Well with Michelle: The next era of intelligence - building living computers

Artificial intelligence has transformed the way we work, but could the next computing revolution come from biology instead? Hosted by Michelle Martin, this episode explores the groundbreaking field of...

10 Heinä 22min

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

Money and Me: ETF Fee Wars, Singapore Banks & Where Income Investors Should Look Next

In this episode, hosted by Michelle Martin, Tim Phillips, founder of TimTalksMoney, explores whether new lower-cost global ETFs genuinely challenge VWRA or whether fund size, liquidity and tracking ma...

10 Heinä 28min

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Market View: Is Smart Money Leaving the AI Trade or Rotating Into Its Next Chapter?

Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing? Hosted by Michelle Martin, we unpack the Sing...

9 Heinä 10min

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

LIVE WELL WITH MICHELLE: Can this simple move change your mood?

Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

9 Heinä 27min

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

9 Heinä 33min

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

8 Heinä 10min

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

Are Singapore REITs entering a new era where management decisions matter more than interest rates? Hosted by Michelle Martin, this episode explores four of the biggest REIT stories shaping the market ...

8 Heinä 21min

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