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: Singapore Land, Wilmar, APAC Realty, LMIRT, Singapore Medical Group, Pan United, Great Eastern, OCBC, Thai Beverage IPO, Bitcoin, Krispy Kreme

Market View: Singapore Land, Wilmar, APAC Realty, LMIRT, Singapore Medical Group, Pan United, Great Eastern, OCBC, Thai Beverage IPO, Bitcoin, Krispy Kreme

In this Hump Day edition of Market View, Michelle Martin and Ryan Huang digest the latest corporate results from a slew of Singapore companies from across different sectors. Then a look at the latest ...

23 Helmi 202220min

Influence: Budget 2022 – Analysing changes to Singapore’s tax system

Influence: Budget 2022 – Analysing changes to Singapore’s tax system

Michelle Martin and Yeo Kai Eng, Asean Indirect Tax Leader, Ernst & Young Solutions take a closer look at the suite of major changes to Singapore's tax system, recently announced in the Budget 2022 sp...

22 Helmi 20229min

Money & Me: Market reactions to the Ukraine crisis and how interest rate hikes shape your portfolio decisions

Money & Me: Market reactions to the Ukraine crisis and how interest rate hikes shape your portfolio decisions

How will the Ukraine crisis and the Fed raising interest rates to cope with rising inflation influence your portfolio? Michelle Martin gets a read from Robert Hoffman, Head of Investment Counsellors, ...

22 Helmi 202211min

Market View: Ukraine crisis, US futures, gold, oil, MCT-MNACT merger, SIA Engineering, StarHub, Raffles Medical, Elite Commercial REIT, Vicom, Porsche, Lamborghini

Market View: Ukraine crisis, US futures, gold, oil, MCT-MNACT merger, SIA Engineering, StarHub, Raffles Medical, Elite Commercial REIT, Vicom, Porsche, Lamborghini

Michelle Martin and Ryan Huang discuss the latest news surrounding the Ukraine crisis and how it's sent US futures, gold and oil markets into a frenzy. Closer to home, they glean corporate reports fro...

22 Helmi 202217min

Market View Minutes with Michelle: Where to put your money during a geopolitical crisis

Market View Minutes with Michelle: Where to put your money during a geopolitical crisis

If you are an investor looking to move your funds amid the Ukraine border crisis, Michelle Martin has three different strategies you might be able to adopt.See omnystudio.com/listener for privacy info...

22 Helmi 20222min

Influence: Budget 2022 - Highlights and impact on Singaporeans

Influence: Budget 2022 - Highlights and impact on Singaporeans

Michelle Martin invites Barnabas Gan, Economist, UOB to break down the key announcements delivered during Finance Minister Lawrence Wong's budget speech last week. See omnystudio.com/listener for priv...

21 Helmi 20228min

Money and Me: Optimism for S-REIT's given earnings signals and mapping the possibilities for shareholders in the Mapletree merger

Money and Me: Optimism for S-REIT's given earnings signals and mapping the possibilities for shareholders in the Mapletree merger

A conversation between Michelle Martin and Kenny Loh, REIT Specialist and Independent Financial Advisor that takes a look at the S-REITs earnings season -- big and not-so-big winners -- and what MCT s...

21 Helmi 202211min

Market View: Ukraine, if war in Europe breaks out, what could the impact on Asian markets be? Singapore Budget 2022 - winner and loser stocks,  understanding the Nasdaq death cross

Market View: Ukraine, if war in Europe breaks out, what could the impact on Asian markets be? Singapore Budget 2022 - winner and loser stocks,  understanding the Nasdaq death cross

Michelle Martin and Ryan Huang begin the week discussing the ongoing tensions on the Ukraine border and the latest moves among Western powers. Then they break down Singapore's Budget 2022, the so-call...

21 Helmi 202221min

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