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: Warren Buffett reveals new stake, China pledges support to tech companies, US Retail sales rise 0.9% in April

Market View: Warren Buffett reveals new stake, China pledges support to tech companies, US Retail sales rise 0.9% in April

What 2 companies did Warren Buffet buy recently? Is China showing signs of easing on its year-long clampdown on tech giants? And what does the rise in US retail sales mean in the near future? Michelle...

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Market View Minutes: Which metal is driving clean energy?

Market View Minutes: Which metal is driving clean energy?

What metal is Elon Musk thinking of mining? And how can you invest in it? Michelle Martin takes a closer look at the metal that's driving clean energy.See omnystudio.com/listener for privacy informati...

18 Touko 20222min

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From former naval officer and sailor to entrepreneur banking on the business of stress reduction. Michelle Martin asks Han Ee how entrepreneurs who want to build a business based on the idea of a glob...

17 Touko 202220min

Market View: Musk’s Twitter backtrack, Stagflation havens, Saudi Aramco, McDonald’s, Tencent, Alibaba

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Is the ongoing feud between Musk and Twitter about price negotiation? Michelle Martin and Ryan Huang also discuss strategies to combat the coming stagflation and stocks to watch.See omnystudio.com/lis...

17 Touko 202219min

Market View Minutes with Michelle: 2 Tech Companies under pressure

Market View Minutes with Michelle: 2 Tech Companies under pressure

Michelle Martin looks at why C suite paychecks and wages are tightening pressure for 2 tech icons.See omnystudio.com/listener for privacy information.

17 Touko 20222min

Market View: Chaos in the crypto world, Bitcoin's drop, Tech companies surviving the bubble

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Michelle Martin and Ryan Huang discuss the chaos happening in the cryptocurrency world, Bitcoin's expected drop, and the tech companies who survived the bubble. They also talk about the Elon Musk Twit...

13 Touko 202221min

Market View Minutes with Michelle: HSBC's spin-off

Market View Minutes with Michelle: HSBC's spin-off

Will HSBC's spin-off yield better returns? Michelle Martin talks about the splitting of HSBC's bank between the East and West by its biggest shareholder. See omnystudio.com/listener for privacy infor...

13 Touko 20222min

READ: ESCAPE FROM SYSTEM 1 by Andreas Raharso

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He says you can't think your way to better innovation. So what will help individuals innovate? Michelle Martin finds out with author Dr. Andreas Raharso, the former Dean of Hay Group Global Research C...

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