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.

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Market View: Goldman Sachs, Nvidia, Snowflake, Teradyne, Burlington, Norwegian Cruise Line, Uber, Hon Hai, TDK, Nippon Steel, US Steel, Tesla, BYD, GM, Ford, Stellantis, Frasers Hospitality Trust, Mapletree Logistics Trust, SingPost, Seatrium, Thai Bev, Jardine Matheson

Market View: Goldman Sachs, Nvidia, Snowflake, Teradyne, Burlington, Norwegian Cruise Line, Uber, Hon Hai, TDK, Nippon Steel, US Steel, Tesla, BYD, GM, Ford, Stellantis, Frasers Hospitality Trust, Mapletree Logistics Trust, SingPost, Seatrium, Thai Bev, Jardine Matheson

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Market View: Tesla, BYD, Unity Software, GameStop, Berkshire Hathaway, Keppel DC REIT, iREIT Global, SingPost, Bloks Group, and Jardine Matheson

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Market View: SingPost, Alibaba, Nvidia, BYD, Nio, VeriSign, Palantir, Mapletree REITs, and More

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores key market developments as Sydney rings in 2025. Discover the Straits Times Index’s impre...

2 Tammi 202526min

Read: The Purple Book of Coaching

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Are you hoping for more productive relationships at work? Michelle Martin has just the book for you. This episode explores the insights from The Purple Book of Coaching, focusing on how "the source o...

31 Joulu 202421min

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Market View: Wilmar, SingPost, Adani, Boeing, Cambricon, and Sembcorp

Hosted by Michelle Martin, this special Solo Edition of Market View delves into key market movements and corporate developments. Discover how Wilmar’s $2 billion acquisition from Adani Wilmar expands ...

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Money and Me: Create a co-living space as a business? 

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Where can you find affordable property that can be converted to co-living space? Who is entering this business and why? Hosted by Michelle Martin, this episode of Money and Me features Benny Ong, Co-f...

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Market View: Netflix, Apple, Oiltek, Beng Kuang, Wee Hur, Midea Group, Horizon Robotics, China Resources Beverages, Mao Geping, Nippon Telegraph & Telephone, Seatrium, SingTel, Frasers Logistics & Commercial Trust

Hosted by Michelle Martin, this episode of Market View dives into the performance of Asia-Pacific markets, the Straits Times Index's stellar year, and the outlook for Singapore's real estate investmen...

30 Joulu 202414min

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