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: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Market View: Malaysia's biggest IPOs, Shakeups at Singpost & Streaming Shifts

Markets are down—but stories are heating up. Malaysia’s biggest IPO of the year takes center stage, while Singapore’s SingPost undergoes another leadership shift. Wall Street tumbles as US debt worrie...

22 Touko 202524min

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Money and Me: Tariff Woes, Treasury Troubles, and the AI Arms Race

Are we out of the woods, or is recession still looming despite tariff relief? Moody’s downgrade puts US Treasuries under fresh scrutiny—should investors be worried? Retail investors are buying the dip...

21 Touko 202520min

Market View: Batteries, Bonds, and Brokers’ Takes

Market View: Batteries, Bonds, and Brokers’ Takes

CATL’s blockbuster IPO powers past market headwinds—what it says about appetite for EV bets. US Treasuries under pressure as Moody’s issues a downgrade—what it could mean for Asian fund flows. HPE and...

21 Touko 202521min

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

Money and Me: How magnificent are the 7? Which could be seeing shifting dominance and smarter diversification moves for ETF Investors

The tech titans' grip on markets may be loosening—what’s next for investors? Hosted by Michelle Martin, this episode welcomes Tim Phillips, Founder of TimTalksMoney, to unpack the underperformance of ...

16 Touko 202530min

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Market View: SIA’s Sky-High Profits, SingPost’s Plunge, and Buffett’s Big Moves

Singapore Airlines is soaring to record profits—but is the runway clear ahead? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into SIA’s 65% earnings surge and the 7-month bonus...

16 Touko 202525min

Money and Me: What does the Tariff Truce mean for your tech investments and  Coinbase's Crypto Breakthrough

Money and Me: What does the Tariff Truce mean for your tech investments and Coinbase's Crypto Breakthrough

$800 billion added in a single day—are we seeing the birth of a new tech era? Is the truce a market mirage or a reset for global capital flows? What signs do investors need to watch to navigate the ne...

15 Touko 202521min

Market View: Tencent’s AI Leap, Boeing’s Mega Deal, and BYD’s Singapore Domination

Market View: Tencent’s AI Leap, Boeing’s Mega Deal, and BYD’s Singapore Domination

Is Boeing’s 96 billion-dollar deal enough to clear its turbulent skies? Hosted by Michelle Martin with Ryan Huang, today's Market View unpacks Asia-Pacific markets trending lower despite a Nasdaq rall...

15 Touko 202519min

Market View: Sea Limited, A2 Milk, Meituan – Profits, Babies & Bets on Brazil

Market View: Sea Limited, A2 Milk, Meituan – Profits, Babies & Bets on Brazil

From Singapore to Brazil, markets are on the move — but where are investors placing their bets? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Sea Limited’s dramatic swing b...

14 Touko 202524min

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