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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Little Luxury: Savour the Straits Peranakan buffet at Peppermint

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

True blue authentic Peranakan cuisine and a milo dinosaur so big it dwarfed her sight when she drank from it, Michelle Martin revels in the latest Peranakan buffet  to hit town. Find out why she gives...

25 Heinä 20244min

Money and Me: Is Harris good for markets?  Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Money and Me: Is Harris good for markets? Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Join Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode delves into the unexpected announcement of US President Joe Biden dropping out of the president...

25 Heinä 202425min

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Michelle Martin and Ryan Huang analyse market movements. We begin with a major shakeup in the NBA broadcasting world, with Warner Bros Discovery losing its long-standing contract, and Disney, NBC, and...

25 Heinä 202425min

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

An accidental visit to a financial planning career booth at NTU’s Career Fair became the best decision of his life. Meet Jake Lim author of Stop. Buying Financial Policies: Cultivating Money Mindfulne...

24 Heinä 202419min

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Join host Michelle Martin as she chats with Ryan Huang about a fresh slew of earnings announcements. Dozens of companies are reporting their numbers for the 2nd quarter of the year, including Google’s...

24 Heinä 202420min

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Join Michelle Martin with guest Tim Phillips, founder of TimTalksMoney.com as both discuss the best cards to rack up miles when you spend in person overseas. How do you balance bank charges and the de...

23 Heinä 202421min

Market View: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Market View: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Hosted by Michelle Martin with Ryan Huang. This episode covers Grab's acquisition of Chope and its entry into the restaurant reservation business. We delve into 'Brokers' Takes' on ST Engineering and ...

23 Heinä 202423min

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Join us on Market View, hosted by Michelle Martin with Ryan Huang. We begin with the shocking announcement that US President Joe Biden will not seek re-election, endorsing Kamala Harris. Analysts spec...

22 Heinä 202422min

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