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: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Market View: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest director deals involving Niks Professional, Tuan Sing Holdings, and DBS, alongsi...

16 Joulu 202424min

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the largest ASX IPO in six years with DigiCo Infrastructure REIT. Discover what’s poweri...

13 Joulu 202424min

Money and Me: A Dividend Investor looks at Bitcoin, NVIDIA, DBS, UOB, and OCBC

Money and Me: A Dividend Investor looks at Bitcoin, NVIDIA, DBS, UOB, and OCBC

When stocks hit record highs, how does an investor make choices? Bitcoin or NVIDIA? Singapore bank darlings or US dividend stocks? Join Michelle Martin on Money and Me as she delves into the key princ...

13 Joulu 202424min

Money and Me: Becoming wealthy is easy, here are the steps. 

Money and Me: Becoming wealthy is easy, here are the steps. 

Are the chip wars heating up? Is China's monetary policy going to help it brace effectively for when Trump comes into power? Can the path to wealth really be simplified into 2 simple rules? Find out w...

12 Joulu 202424min

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Join Michelle Martin on her solo tour of markets! Asia-Pacific markets are trading higher as US stocks rally, with Alphabet soaring and Microsoft taking a hit following GM's decision to exit robo-taxi...

12 Joulu 202410min

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Join Michelle Martin on a special edition of Money and Me, with guest Alok Sama, the former insider at Softbank turned bestselling author of The Money Trap: Lost Illusions Inside the Tech Bubble. Alok...

11 Joulu 202422min

Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, the duo explores the latest in mergers and acquisitions, from Omnicom and Interpublic's $13 billion deal to Mond...

11 Joulu 202423min

Money and Me: Forget 10%. Here’s how to achieve 40% annual growth in your investment portfolio

Money and Me: Forget 10%. Here’s how to achieve 40% annual growth in your investment portfolio

One of the fundamentals of investing is starting early. After all, it is through the magic of compounding that allows you to grow your wealth exponentially. But what if you’re into your 40s or 50s? Is...

10 Joulu 202422min

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