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: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts

Money and Me: Navigating S-REITs Amid Earnings Season and Potential US Rate Cuts

Hosted by Michelle Martin, with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, today's Money and Me delves into the latest earnings season for S-REITs. Discover which S-REITs are ...

13 Elo 202422min

Market View: Centurion, Straco, Ho Bee Land, UMS Holdings, Sinarmas Land, Daiwa Logistics Trust

Market View: Centurion, Straco, Ho Bee Land, UMS Holdings, Sinarmas Land, Daiwa Logistics Trust

Join Michelle Martin on her tour of markets! Today Michelle and Ryan Huang, kick off with a deep dive into earnings reports from Centurion, Straco, and Ho Bee Land, all showing strong profits. We then...

13 Elo 202424min

Market View: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Market View: Singapore Airlines, Digital Core REIT, SunMoon Food, Google, Microsoft, Amazon, Eli Lilly

Join Michelle Martin in her smart roundup of markets with Ryan Huang. This episode dives into the latest institutional trading moves, highlighting Singapore Airlines, Digital Core REIT, and SunMoon Fo...

12 Elo 202422min

Money and Me: Investing, Trading, or Gambling?

Money and Me: Investing, Trading, or Gambling?

Michelle Martin invites ex Citi and Goldman Sachs veteran Simon Ree, now founder of a platform empowering investors with tools and knowledge, the Tao of Trading. This episode explores the essential di...

12 Elo 202422min

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

Money and Me: Warren Buffett raising cash just before the sell off, US markets, Bitcoin, Bonds, cash in Japan

What's the significance of Warren Buffett raising cash just before the US sell-off? How did the price of Bitcoin react to global sell-off? What could the Fed do next in the face of recessionary fears?...

8 Elo 202428min

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Market View: DBS, Disney, Sony, Novo Nordisk, Nvidia, Citigroup, Apple, Alphabet, Amazon, Microsoft, Roblox, Marvel Technology, New York Times, Hilton, Softbank, EC World, Elite UK REIT, Boeing, Sembcorp, Venture Corp

Michelle Martin tours markets in the morning with Ryan Huang. Both look at  DBS CEO Piyush Gupta stepping down and Tan Su Shan stepping in, updates on Disney, Sony, and Novo Nordisk's earnings. We als...

8 Elo 202429min

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Market View: Dyna-Mac, Riverstone, Fraser and Neave, Emperador, Venture Corp, Yum Brands, Airbnb, Uber, Kenvue, Super Micro

Join Michelle Martin's tour of markets. With Ryan Huang, Michelle explores Asia-Pacific markets; trading looks mixed at the morning start as Tokyo, Sydney, and Seoul show varied performances. Corporat...

7 Elo 202423min

Money and Me: Market meltdown and your portfolio

Money and Me: Market meltdown and your portfolio

Join Michelle Martin in conversation with her guest, Cheng Chye Hsern, Head of Investment, Providend. Global markets faced a severe downturn on Monday, with significant losses from New York to Tokyo. ...

7 Elo 202424min

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