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: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed, with gains in Sydney, bearish sentiment in Tokyo, and flat movement in Seoul. Hosted by Michelle Martin, who chats ...

28 Marras 202422min

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

What do the latest set of minutes suggest about the trajectory of the Fed’s interest rate policy path? How are markets reacting to Trump’s news of tariffs? And why are retail investors cashing out of ...

27 Marras 202421min

Money and Me: How is Tokenization taking off in Asia?

Money and Me: How is Tokenization taking off in Asia?

Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there wi...

26 Marras 202425min

Read: What Went Wrong with Capitalism by Ruchir Sharma

Read: What Went Wrong with Capitalism by Ruchir Sharma

Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts,...

26 Marras 202419min

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Join Michelle Martin as she deftly tours world markets. Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets’ decline despite Wall Street’s record highs. Hear fresh ...

26 Marras 202422min

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar...

25 Marras 202424min

Money and Me: Best air miles credit card you’d want today

Money and Me: Best air miles credit card you’d want today

The holiday season is upon us and that means a ton of spending is about to take place for those travelling or shopping for the festivities! But as you spend responsibly, how can you take advantage of ...

22 Marras 202424min

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Why does Morgan Stanley think that the US economy is set to outperform in 2025? What do you need to understand about Gautam Adani’s latest US fraud charges and its implications on the broader Indian e...

22 Marras 202427min

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