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: Silicon Valley Bank’s record plunge, BMW, Oracle, JD.com, Rolex & Patek Watches, Sias and Golden Energy privatisation offer, 1MDB Task Force

Market View: Silicon Valley Bank’s record plunge, BMW, Oracle, JD.com, Rolex & Patek Watches, Sias and Golden Energy privatisation offer, 1MDB Task Force

In today’s episode of Market View, Michelle Martin and Ryan Huang investigate Silicon Valley Bank’s record stock plunge overnight, the latest build up of the Sias and Golden Energy’s privatisation off...

10 Maalis 202318min

Money and Me: S-REITs that will hold up well in an increasing interest rate environment

Money and Me: S-REITs that will hold up well in an increasing interest rate environment

Singapore REITs have concluded their earnings season! Who were the winners and losers? And what does US Federal Reserve Jerome Powell’s hawkish stance on interest rates mean for REITs for the rest of ...

10 Maalis 202318min

Money and Me: Fed Powell spook markets, China Capital Outflow headache, China’s whole nation strategy analysis

Money and Me: Fed Powell spook markets, China Capital Outflow headache, China’s whole nation strategy analysis

Why did US Federal Reserve Jerome Powell spook markets with his hawkish interest rate policy stance this week? How might Mark Mobius' capital outflow headache with China cast a shadow on Beijing’s eff...

9 Maalis 202324min

Market View: Elon Musk back in the news, Cathay Pacific, Uber, Microsoft, Spotify, Apple, Cycle & Carriage, Adidas and Yeezy gears, Bond markets indications, US interest rate impact on Aussie dollar

Market View: Elon Musk back in the news, Cathay Pacific, Uber, Microsoft, Spotify, Apple, Cycle & Carriage, Adidas and Yeezy gears, Bond markets indications, US interest rate impact on Aussie dollar

Elon Musk is back in the news for the wrong reasons again, which sent his stocks plummeting to its lowest in a month… What happened here? Meanwhile, what is Adidas going to do with its €1.2 billion Ye...

9 Maalis 202320min

Market View: Sea’s first-ever profitable quarter, Lego, Adani Group, Crowdstrike, Apple, Meta, Mark Mobius & China restrictions, China’s biggest regulatory revamp in decades, Powell pushes market down, US TikTok Bill

Market View: Sea’s first-ever profitable quarter, Lego, Adani Group, Crowdstrike, Apple, Meta, Mark Mobius & China restrictions, China’s biggest regulatory revamp in decades, Powell pushes market down, US TikTok Bill

What’s driving Sea’s first-ever profitable quarter? How might Mark Morbius’s claim of China’s government restricting capital flow impact investors mood over in the chinese market? And what exactly did...

8 Maalis 202320min

Money and Me: What women need to know about investing

Money and Me: What women need to know about investing

In celebration of International Women’s Day, Michelle Martin invites Seow Kai Lun, Managing Editor, The Simple Sum to discuss why women are often stuck with the mistaken belief that they are not good ...

8 Maalis 202319min

Read: Reinvent 4.0

Read: Reinvent 4.0

Change your job, change your life! Take the Monday blues and turn that into energy to reinvent yourself. She coaches people to get back into the workforce and shares her own story of moving from growi...

8 Maalis 202319min

Money and Me: What you need to do to reinvent your career today?

Money and Me: What you need to do to reinvent your career today?

How can we successfully reinvent our career and create opportunities for ourselves regardless of our circumstances? Michelle Martin asks Ashu Sharma, Operations Manager, Sodexo Singapore.See omnystudi...

7 Maalis 202317min

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