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 Minutes with Michelle Martin: Companies experiencing the same symptoms as Netflix's before its 35% plunge

Market View Minutes with Michelle Martin: Companies experiencing the same symptoms as Netflix's before its 35% plunge

What stocks should you be avoiding or consider shorting? Michelle Martin presents a list.See omnystudio.com/listener for privacy information.

21 Huhti 20222min

Market View: New Zealand central bank hikes rates by hefty 50 basis points as inflation worries grow and US markets finish higher overnight. What was driving the buying?

Market View: New Zealand central bank hikes rates by hefty 50 basis points as inflation worries grow and US markets finish higher overnight. What was driving the buying?

Michelle Martin and Ryan Huang also discuss why JP Morgan's profits are down more than 40%, and take a closer look at homegrown IOT provider's iWOW's performance in early morning trade.See omnystudio...

20 Huhti 202217min

Little Luxuries: Kim Robinson's hair Rejuvenation Formula

Little Luxuries: Kim Robinson's hair Rejuvenation Formula

Michelle Martin finds out why celebrity hairstylist Kim Robinson spent 10 years creating a new product with Asian hair in mind.See omnystudio.com/listener for privacy information.

20 Huhti 202211min

Money and Me: Bitcoin and altcoin performance in March, how investors are looking at digital ecosystem and metaverse plays and why celebs seem to be throwing money at Moonpay

Money and Me: Bitcoin and altcoin performance in March, how investors are looking at digital ecosystem and metaverse plays and why celebs seem to be throwing money at Moonpay

Michelle Martin and Vijay Ayyar, VP Corporate Development & Global Expansion, Luno discuss the possible drivers of Bitcoin's fall to below $40k recently, what two new ETF's signal about Metaverse play...

20 Huhti 202211min

Market View Minutes with Michelle: Undervalued property developer?

Market View Minutes with Michelle: Undervalued property developer?

Michelle looks closer at a high-profile Singapore property developer — a company that ran into some controversy last year over its investments in China, but which now seems to have righted its ship.Se...

20 Huhti 20222min

Money and Me: CPF LIFE, how to make it work for you ( even if you’re self-employed)

Money and Me: CPF LIFE, how to make it work for you ( even if you’re self-employed)

How does CPF LIFE compare with private annuities, property and other methods as a cornerstone for a retirement plan. Michelle Martin finds out in conversation with Elijah Lee, Associate Financial Ser...

20 Huhti 202226min

Market View: Streaming Media wars, Twitter's poison pill, China's ban on live streaming of video games, earnings season in Singapore

Market View: Streaming Media wars, Twitter's poison pill, China's ban on live streaming of video games, earnings season in Singapore

What’s causing Netflix's subscriber loss and stock sell-off? And are Singapore aviation stocks finally back in favour? Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank b...

20 Huhti 202219min

Market View Minutes: Is it a good time to invest in the 'Revenge travel” trend?

Market View Minutes: Is it a good time to invest in the 'Revenge travel” trend?

With air tickets booked to depart Singapore during the upcoming public holidays surging to 178 per cent of pre-Covid levels, is it a good time to jump on the investment bandwagon? Michelle Martin has ...

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