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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Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment th...

3 Helmi 202520min

Read: Bring your best self forward in 2025

Read: Bring your best self forward in 2025

What's the power of presence? How can you unlock your influence? Michelle Martin shares her booklist for resources to help you manage your presence.See omnystudio.com/listener for privacy information...

3 Helmi 20253min

Market View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Market View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Hosted by Michelle Martin, this episode dives into the ripple effects of new US tariffs on Canada, Mexico, and China, and how sectors like automakers (Ford, General Motors) and retailers (Boot Barn) a...

3 Helmi 202512min

Money and Me: Is that real? Deepfake Fraud today Jumio's Bala Kumar

Money and Me: Is that real? Deepfake Fraud today Jumio's Bala Kumar

Join Michelle Martin on Money and Me as she explores the rising threat of deepfake fraud with Bala Kumar, Chief Product and Technology Officer at Jumio. With identity fraud surging in Singapore, the c...

31 Tammi 202523min

Mind Matters: Why does ADHD make managing money so hard?

Mind Matters: Why does ADHD make managing money so hard?

Were you called a daydreamer in school? Do you find you often regret your impulse buys? Are you missing payments on your credit card? Planning ahead and staying focused on a budget may be hard for the...

31 Tammi 202518min

Market View: Apple, Microsoft, Meta, Tesla, Intel, Las Vegas Sands, Marina Bay Sands, Alibaba, Toyota, Singapore Airlines, Visa, Mastercard, Adani Enterprises, UPS

Market View: Apple, Microsoft, Meta, Tesla, Intel, Las Vegas Sands, Marina Bay Sands, Alibaba, Toyota, Singapore Airlines, Visa, Mastercard, Adani Enterprises, UPS

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher, with Sydney up nearly 0.75% and Tokyo in the green. Michelle discusses Apple's impressive earnings, despite challe...

31 Tammi 202524min

Influence: Clapper’s Rise Amid TikTok's Challenges with CEO Edison Chen

Influence: Clapper’s Rise Amid TikTok's Challenges with CEO Edison Chen

Michelle Martin, delves into the rise of Clapper, a social platform gaining traction as TikTok faces potential U.S. restrictions. In his first podcast interview, Edison Chen, Founder and CEO of Clappe...

28 Tammi 202522min

Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Glimpse into how in five short years economies, careers and businesses could be redefined in this conversation between Michelle Martin and Theo Scherman, Chief Strategy Officer at Hitachi Asia and aut...

28 Tammi 202524min

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