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: Investors cheer China stocks, Hang Seng Index rollercoaster, US Federal Reserve raises interest rate, Russia debt default, Starbucks, US airlines, PropertyGuru, AEI Corp, Evergreen

Market View: Investors cheer China stocks, Hang Seng Index rollercoaster, US Federal Reserve raises interest rate, Russia debt default, Starbucks, US airlines, PropertyGuru, AEI Corp, Evergreen

Michelle Martin and Ryan Huang explain why investors are cheering news from Beijing and whether the surge in the Hang Seng Index could drop again. Next, a discussion on the US Federal Reserve's first ...

17 Maalis 202219min

Money and Me: What's happening with Chinese Tech Stocks

Money and Me: What's happening with Chinese Tech Stocks

Early Wednesday trade saw Chinese tech stocks rebounding, but the mood has been dark around Chinese tech stocks which saw 71 billion erased from some of China's wealthiest on Monday. Has the sell-off ...

16 Maalis 202213min

Market View: Is Hour Glass and Oxy Pay a buy? How much has the Yuan jumped?Which S&P500 stocks are expected to rebound and why?

Market View: Is Hour Glass and Oxy Pay a buy? How much has the Yuan jumped?Which S&P500 stocks are expected to rebound and why?

Michelle Martin and Ryan Huang look at two locally listed stocks that could benefit froma volatile environment. They discuss China's currency markets, US stocks and oil markets, AMC's moves to gold an...

16 Maalis 202222min

Market View Minute with Michelle

Market View Minute with Michelle

Major stocks are in correction or bear market territory. Is now a good time to buy? Michelle Martin finds outSee omnystudio.com/listener for privacy information.

16 Maalis 20222min

Influence: The price of oil has dipped as prospect for peace rise. How are watchers making sense of market turmoil?

Influence: The price of oil has dipped as prospect for peace rise. How are watchers making sense of market turmoil?

Oil markets continue to be closely watched and remain a pawn in the Ukraine war, Michelle Martin speaks with Professor Ilian Mihov, Dean, INSEAD to discuss the latest price movements.See omnystudio.co...

15 Maalis 202217min

Money and Me: Breaking the bias of women and money

Money and Me: Breaking the bias of women and money

What do women need to know about taking control of their money? Are more women investing in Singapore? Michelle Martin chats with Evelyn Goh, Deputy CEO & Chief Advisory Officer, Providend to find out...

15 Maalis 202217min

Market View Minutes with Michelle: Who benefits from the current volatility in energy markets?

Market View Minutes with Michelle: Who benefits from the current volatility in energy markets?

Michelle Martin lists the companies that stand to benefit from the current volatility in energy prices and Europe's decision to cut its dependence on Russian oil by two-thirds. See omnystudio.com/list...

15 Maalis 20222min

Market View: Sea Ltd, cheap Chinese stocks, Tencent fined, Shenzhen lockdown, Foxconn, Apple, Russia’s potential default, crude oil, Elon Musk

Market View: Sea Ltd, cheap Chinese stocks, Tencent fined, Shenzhen lockdown, Foxconn, Apple, Russia’s potential default, crude oil, Elon Musk

Michelle Martin and Ryan Huang break down Forest Li's 900-word email to staff of Sea Ltd after its shares plunge 75 percent. They also discuss Chinese companies that have been slapped with massive fin...

15 Maalis 202220min

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