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: Review of Singapore's top 3 local banks earnings, Reactions from Keppel and Sembmarine merger, Twitter's Q1 earnings

Market View: Review of Singapore's top 3 local banks earnings, Reactions from Keppel and Sembmarine merger, Twitter's Q1 earnings

What accounts for the loss in the top 3 local banks earnings reported this morning, and what does the rest of the year look like for the banks, especially in a tightening credit environment? Michelle ...

29 Huhti 202221min

Market View Minutes with Michelle Martin: Between 3 locally listed companies, which is the black sheep?

Market View Minutes with Michelle Martin: Between 3 locally listed companies, which is the black sheep?

Who's the real winner? An insurance company, a REIT, or a prominent conglomerate? Michelle Martin reveals the stock. See omnystudio.com/listener for privacy information.

29 Huhti 20222min

READ: Don’t Quit Your Day Job by Aliza Knox

READ: Don’t Quit Your Day Job by Aliza Knox

She's compressed 40 years of mentorship for her debut book.. Meet Aliza Knox, former head of Twitter, Google and Cloudflares' business in Asia Pacific. Aliza takes us through her new book "Don't Quit ...

29 Huhti 202220min

Money and Me: The 12-year old investor whose passion touched over a million lives

Money and Me: The 12-year old investor whose passion touched over a million lives

Michelle Martin meets Rishi Vamdatt, creator of the web and video resource Easy Peasy Finance, and finds out why and how he has started investing since the age of 7. Rishi tells us what's in his portf...

29 Huhti 202217min

Market View: Meta, Pinterest, Spotify, Apple, Keppel abs Sembcorp Marine Merger

Market View: Meta, Pinterest, Spotify, Apple, Keppel abs Sembcorp Marine Merger

Why was behind APAC Realty’s big drop yesterday? What’s ahead for the big Merger here in Singapore.? Then In today's Market View game of Up or Down, Michelle Martin analyses how well big companies are...

28 Huhti 20228min

Market View Minutes with Michelle Martin: Good tech buys from a bear market

Market View Minutes with Michelle Martin: Good tech buys from a bear market

Michelle Martin explores some European tech stocks worth adding into your investment stock portfolio today! See omnystudio.com/listener for privacy information.

28 Huhti 20222min

Money and Me: Is Bitcoin again on the losing end? What’s  Apecoin?  Is Musk taking over Twitter good for crypto?

Money and Me: Is Bitcoin again on the losing end? What’s Apecoin? Is Musk taking over Twitter good for crypto?

With selling pressure dominating the year so far, are investors reducing their exposure to both stocks and cryptos? Michelle Martin asks Vijay Ayyar, VP Corporate Development & Global Expansion, Luno....

28 Huhti 202213min

READ: The Power of Regret by Daniel H. Pink

READ: The Power of Regret by Daniel H. Pink

Best Selling author Daniel Pink discusses his new book with Michelle MartinIs regret important for business leadership? How can investors who have made bad market calls deal with their sense of regret...

28 Huhti 202222min

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