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: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Market View: Starbucks, General Motors, GE Aerospace, Sherwin-Williams, Verizon, Horizon Robotics, Hyundai Motor India, Tokyo Metro, HSBC, Meta, McDonald's, Mapletree Logistics Trust, Sembcorp Industries, Singapore Airlines, Jardine Cycle & Carriage, DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into corporate earnings from Starbucks and General Motors, exploring their market reactions. ...

23 Loka 202420min

SIEWCast: How DBS is Driving Asia’s Energy Transition

SIEWCast: How DBS is Driving Asia’s Energy Transition

Global energy transition requires not only an acceleration in the production of clean energy but scaling up the infrastructure. How will the bill to finance that also deliver economic and societal ben...

22 Loka 202420min

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Market View: Keppel REIT, Mapletree Logistics Trust, Microsoft, The Walt Disney Company, Ping An Insurance, Maersk, Chick-fil-A, ST Engineering, Hong Kong Land, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trending lower, and Keppel REIT's earnings are in focus with mixed results. Michelle Martin invites Ryan Huang to the chat and bot...

22 Loka 202422min

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Money and Me: Buying a new HDB? How to make the best choice for yourself with the new BTO Framework – Plus, Prime, and Standard Flats

Join Michelle Martin as she explores what every new buyer of HDB flats needs to understand about the new public housing classification system in Singapore. Host Michelle Martin invites Ivan Cai, Head ...

22 Loka 202422min

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Market View: CNMC Goldmine, Travelite, Noel Gifts, Petro China, Weichai Power, Aihua Conch Cement, Xiaomi, Glodon, Roborock, Coca-Cola, Tesla, Keppel REIT, Mapletree Logistics Trust, OUE REIT, Digital Core REIT, BMW, P&G, Boeing, Shell, Changi Airports

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode focuses on director deals involving CNMC Goldmine, Travelite, and Noel Gifts, examining the implica...

21 Loka 202421min

Money and Me: Opportunities in Emerging Market Debt

Money and Me: Opportunities in Emerging Market Debt

Hosted by Michelle Martin, this episode dives into the evolving landscape of emerging market debt with Johnny Chen, Portfolio Manager of Emerging Markets Debt at William Blair. Will we see a stronger ...

21 Loka 202412min

Market View: Dow hits record highs, Netflix earnings, Blackstone, Ferrari, Hyundai Motor, Gold prices, TSMC, US Treasuries

Market View: Dow hits record highs, Netflix earnings, Blackstone, Ferrari, Hyundai Motor, Gold prices, TSMC, US Treasuries

Which company is pushing the Dow to record highs? What do you need to know about Netflix's latest stellar outperformance? And which company is reviving hopes back into the semiconductor space? Find ou...

18 Loka 202421min

Money and Me: How PSB is addressing the needs of aspiring healthcare professionals

Money and Me: How PSB is addressing the needs of aspiring healthcare professionals

If there's one thing that Covid-19 has unveiled to us, its the shortage of manpower in critical healthcare roles in Singapore, such as radiographers and pharmacists. Adding to this crisis is the growi...

17 Loka 202414min

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