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: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Market View: Genting Singapore, Marina Bay Sands, Frasers Property, Keppel, GuocoLand, Mapletree Logistics Trust, Novavax, Oklo, Hin Leong, SIA Engineering, Singapore Airlines, Hong Kong Land, Venture Corp, DFI Retail, and Tesla's Musk

Join Michelle Martin and Ryan Huang as they explore the latest from Genting Singapore and Marina Bay Sands, delve into Frasers Property's performance, and unravel strategic moves by Keppel, GuocoLand,...

13 Touko 202416min

Money and Me: Will Gold continue to outperform in 2024?

Money and Me: Will Gold continue to outperform in 2024?

According to the World Gold Council, gold ended 2023 as one of the best performing assets, with prices rising 15% to reach US$2,078/oz, the highest annual close on record! Can they continue this traje...

10 Touko 202415min

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

Market View: OCBC earnings, F&N strong H1 results, Riverstone 54.5% net profit rise, FTSE 100 outperforms, Roblox, Warner Bros Discover, Food Empire, Scoot

How did OCBC fare in its latest quarterly earnings results in comparison with DBS & UOB? What are 2 local companies with big jumps in profits? And why is the FTSE 100 rallying? Find out with Michelle ...

10 Touko 202419min

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

Money and Me: Insights from Berkshire Hathaway's Annual Meeting

In this episode of Money and Me, we delve into the insights gleaned from Berkshire Hathaway's annual meeting, famously known as the "Woodstock for Capitalists," with special guest Willie Keng, Founder...

9 Touko 202425min

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Market View: AstraZeneca, Arm, AMC, Reddit, Pernod Ricard, and Remy Cointreau: Navigating Asia-Pacific's Mixed Markets

Join Michelle Martin and Ryan Huang, who dissect the day's market action. They start with a focus on two locally listed companies: Olam Group and DBS. Olam is engaged in a bidding war for an Australia...

9 Touko 202421min

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Market View: Apple’s redesigned iPad, Qualcomm, Intel, UOB earnings, Reddit, Amazon’s AWS, Meta, Ferrari, Singapore millionaires club

Can Apple's latest iPad help pull it out of its severe slump? Which 2 companies is the US restricting the sale of semiconductors to Huawei Technologies? And how did UOB perform in its Q1 2024 earnings...

8 Touko 202421min

Read: Mind Your Manners by Sara Jane Ho

Read: Mind Your Manners by Sara Jane Ho

Why does Michelle Martin think every young person should read this book? How has Netflix star Sara Jane Ho been able to use etiquette as the cornerstone for her global business? Find out in this inter...

8 Touko 202425min

Market View: Boeing's Space Ambitions, Palantir's Earnings, ANZ's Buyback, and Paragon REIT's Prospects

Market View: Boeing's Space Ambitions, Palantir's Earnings, ANZ's Buyback, and Paragon REIT's Prospects

Join Michelle Martin and Ryan Huang as they dissect Berkshire Hathaway's stake sell-off, Elon Musk's challenge to Warren Buffett, and Boeing's space venture. Explore JPMorgan's top stock picks and SGX...

8 Touko 202422min

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