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: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

Market View: China cuts interest rates, What's driving Japan's economy?  SEA limited, SATS, Franken, Carlsberg and Home Depot

As Beijing has stopped releasing  unemployment figures, we take a comparative tour of China, US and Japanese markets. Michelle also looks at earnings of  Singapore-listed tech companies in this editio...

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Money and Me: S-REITs earning stars and landscape quakes

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How have S-REITs performed so far? Who stands out? The decision for Sabana REIT to go for an internal REIT manager was one of the most unprecedented events in Singapore REITs history. How will this im...

15 Elo 202322min

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Curtis Chin, Chair of Milken Institute's operations in Asia, opens up about his path to influence, the rise of  "creative economies", Fitch's US downgrade, smashing stereotypes and highlights of the u...

15 Elo 202321min

Market View: Olam, Wilmar, Japan Foods, CapitaLand Investment, UBS, Yangzijiang Financial

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Why are Olam and Wilmar struggling? What is Japan Foods’ outlook going forward? Why is CapitaLand Investment optimistic about China’s recovery? Is it finally time to move on from the proposed cage fig...

14 Elo 202320min

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When one of the world's top credit rating's agencies downgrades US government debt, what does that mean for you if you are a risk-averse investor? Where in the world are we seeing sustained stimulus? ...

14 Elo 202320min

Money and Me: How to Save while Adulting

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Michelle Martin speaks to Seow Kai Lun, Managing Editor, The Simple Sum about some of the best personal finance tips for young adults.See omnystudio.com/listener for privacy information.

14 Elo 202319min

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When marketing a brand that’s been around for over 100 years how can a company stay relevant? Michelle Martin invites Nanz Chong Komo, CEO Komo Inc, the woman the distributorship for Sodastream in Sin...

11 Elo 202314min

Money and Me: Should you include your pet in your will?

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For most pet owners out there, you’d probably consider your pets to be a part of your family and want to make sure they’re taken care of after you’re gone.  But how should one think about including th...

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