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: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies

Money and Me: What smart investors know about trading volatility, the strength of the US Dollar, Immigration Policies, and Fixed Income Strategies

Hosted by Michelle Martin with guest Arun Pai, Investment team at Monks Hill Ventures. In this episode, we explore how to trade volatility using the Cboe Volatility Index (VIX) and what investors shou...

22 Elo 202421min

Market View: Xiaomi, Xpeng, Nio, Target, Macy's, TJX, Bluemercury, LVMH, Ola Electric, Didi Global

Market View: Xiaomi, Xpeng, Nio, Target, Macy's, TJX, Bluemercury, LVMH, Ola Electric, Didi Global

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, market strategist from IG. In this episode, we explore Xiaomi’s 30% sales surge, Nio’s ambitious battery infr...

22 Elo 202423min

Little Luxuries : The Heat is on In Saigon

Little Luxuries : The Heat is on In Saigon

Michelle Martin thinks Miss Saigon is an unmissable experience for any fan of musicals. With a cast that reflects Asia’s diversity, this production is a fantastic retelling of a tale that has been rei...

21 Elo 20243min

Market View: Eli Lilly, Novo Nordisk, JD.com, Johnson & Johnson, Lowe's, SATS, StarHub, and Gold

Market View: Eli Lilly, Novo Nordisk, JD.com, Johnson & Johnson, Lowe's, SATS, StarHub, and Gold

Join Michelle Martin on her tour of markets! Today's discussion covers Eli Lilly's latest drug study results and competition with Novo Nordisk. Learn about JD.com's share price drop, Johnson & Johnson...

21 Elo 202421min

Influence: The US Elections and Asia's Future with Curtis Chin

Influence: The US Elections and Asia's Future with Curtis Chin

Join Michelle Martin in a conversation with Curtis Chin, Chair of Asia Fellows and Senior Advisor for Global Markets at the Milken Institute, as they explore the 2024 Democratic National Convention. C...

21 Elo 202427min

Money and Me: Building Wealth No Matter the Starting Point

Money and Me: Building Wealth No Matter the Starting Point

Hosted by Michelle Martin, Samantha Horton, Chief Operating Officer of Syfe, shares why you don’t need a high-paying job to build significant wealth. Discover her insights on how a $5,000 investment c...

21 Elo 202420min

Money and Me: Today's new property cooling measures, the shorter wait time for BTO's, and unlocking the value of your property without selling!

Money and Me: Today's new property cooling measures, the shorter wait time for BTO's, and unlocking the value of your property without selling!

Michelle Martin delves into property cooling measures that kick in from today ( 20 Aug) and the housing highlights from the National Day Rally 2024. Michelle also explores how homeowners can unlock va...

20 Elo 202420min

Market View: 7-Eleven, AMD, ZT Systems, Estee Lauder, Guess, Palo Alto Networks, Google

Market View: 7-Eleven, AMD, ZT Systems, Estee Lauder, Guess, Palo Alto Networks, Google

Join Michelle Martin on her tour of markets! Michelle covers two major M&A deals: Alimentation Couche-Tard’s potential $31 billion buyout of 7-Eleven and AMD’s acquisition of ZT Systems for nearly $5 ...

20 Elo 202413min

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