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: Uni-Asia Group, Sea Ltd, Frencken Group, Grab, Russia-Ukraine war, Oiltek, Dairy Farm, Jardine Matheson, Visa

Market View: Uni-Asia Group, Sea Ltd, Frencken Group, Grab, Russia-Ukraine war, Oiltek, Dairy Farm, Jardine Matheson, Visa

Michelle Martin and Ryan Huang end the week by digesting brokers' takes on Uni-Asia Group, Sea Ltd and Frencken Group, before a discussion on Grab's mega 2021 loss. Next, what investors are looking at...

4 Maalis 202220min

Your Health, Your Wealth: Is there an Integrated Shield plan that gives me private healthcare access with greater affordability?

Your Health, Your Wealth: Is there an Integrated Shield plan that gives me private healthcare access with greater affordability?

In the fourth episode of “Your Health, Your Wealth: Understanding Your Integrated Shield Plan Options”, Michelle Martin gets Juliet Khew, Deputy Managing Director, Raffles Health Insurance to introduc...

4 Maalis 202223min

Money & Me: Defending against exposure to Russia and rising energy prices, and the fate of Hong Kong’s economy

Money & Me: Defending against exposure to Russia and rising energy prices, and the fate of Hong Kong’s economy

Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW talk about how effective sanctions on Russia would be on the back of its invasion of Ukraine, and what investors can do to safeguard their po...

3 Maalis 202225min

Market View: SingPost, Yanlord land, Joe Biden's State of the Union address, Jerome Powell's views on the Ukraine war, Haidilao, Top Glove, CDL, Oiltek, Amazon

Market View: SingPost, Yanlord land, Joe Biden's State of the Union address, Jerome Powell's views on the Ukraine war, Haidilao, Top Glove, CDL, Oiltek, Amazon

This edition of Market View sees Michelle Martin and Ryan Huang covering analysts' buy takes on SingPost and Yanlord Land, before a recap of US President Joe Biden's State of the Union address and wha...

3 Maalis 202221min

Influence: Behind the scenes, and success, of a social enterprise

Influence: Behind the scenes, and success, of a social enterprise

Marcus Lim, Co-founder & CEO, ECOSOFTT, winner of INSEAD’s Business as a Force for Good award in 2019, tells Michelle Martin how he and co-founder Stanley Samuel are decentralising and integrating the...

2 Maalis 202215min

Money & Me: How the Ukraine conflict will influence markets, portfolios and the Feds’ interest rate hikes

Money & Me: How the Ukraine conflict will influence markets, portfolios and the Feds’ interest rate hikes

How will the Ukraine conflict shape markets for the short and long term, hit investors’ portfolios and influence the Feds’ interest rate hikes? Michelle Martin gets some insights from Cheng Chye Hsern...

2 Maalis 202215min

Market View: Wall Street reactions to Ukraine war, Apple and Sea Ltd, Salesforce, South Korean exports, China factory growth, Golden Agri, Medtecs, V3 Group IPO

Market View: Wall Street reactions to Ukraine war, Apple and Sea Ltd, Salesforce, South Korean exports, China factory growth, Golden Agri, Medtecs, V3 Group IPO

Join Michelle Martin and Ryan Huang as they dissect the latest reactions from Wall Street to the Ukraine war, plus moves from consumer companies like Apple and Warner Media against Russia. Later on, t...

2 Maalis 202220min

Market View Minutes with Michelle: Is it time to buy back into US stocks?

Market View Minutes with Michelle: Is it time to buy back into US stocks?

Michelle Martin makes the case for big value US stocks amid a bearish market.See omnystudio.com/listener for privacy information.

2 Maalis 20223min

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