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.

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Market View:  Hello Boring Tech! Berkshire Bids Farewell to BYD & SGX two new indices

Market View:  Hello Boring Tech! Berkshire Bids Farewell to BYD & SGX two new indices

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Money and Me: Is your portfolio positioned to capiltalise on a lower-rate environment?

Money and Me: Is your portfolio positioned to capiltalise on a lower-rate environment?

Given this mix of lower rates, a strong stock market, and lingering uncertainties, how should investors balance risk and return in their portfolios for the rest of the year? And if you wanted to skip ...

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Market View: Nvidia Bets on Intel

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Nvidia’s $5B bet on Intel has Wall Street buzzing. Hosted by Michelle Martin with Ryan Huang, this episode unpacks what the deal means for the chip industry, markets, and investors. We explore the sma...

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Influence: Jeep Kline on Deep Tech, Climate Innovation, and VC in SEA

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How can deep tech change the world for the better? Hosted by Michelle Martin, this episode of Influence welcomes Jeep Kline, Founder & Managing Partner of Raisewell Ventures who has launched 4 VC fund...

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Money and Me: Transnational Divorce- the costly intricacies 

Money and Me: Transnational Divorce- the costly intricacies 

What happens when a borderless career meets a cross-border divorce? Hosted by Michelle Martin, this episode explores the financial and legal pitfalls facing globally-mobile professionals when marriage...

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Market View: Fed Cuts and Investor Moves

Market View: Fed Cuts and Investor Moves

Fed cuts rates - but what does it mean for investors? Markets are reacting to the first rate cut of the year, with retail investors watching closely. Hosted by Michelle Martin with Ryan Huang, this e...

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Money and Me: Gain exposure to the STI or look further away?

Money and Me: Gain exposure to the STI or look further away?

The STI has smashed past 4,300 – should you be looking to gain exposure to it? Tim Phillips, Founder of TimTalksMoney, joins the conversation to explore what investors should make of this milestone. W...

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Market View: Disney’s Comics Deal, TikTok’s Buyer & IPO Fever

Market View: Disney’s Comics Deal, TikTok’s Buyer & IPO Fever

A big deal for Disney and Webtoon sparks excitement across digital comics. US President Donald Trump says TikTok finally has a U.S. buyer lined up. Global IPO fever heats up with Hesai, Chery Automobi...

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