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.

Episoder(3739)

Little Luxury : Why you need to watch Hamilton

Little Luxury : Why you need to watch Hamilton

Michelle Martin reviews Hamilton the musical.See omnystudio.com/listener for privacy information.

25 Apr 20244min

Market View : Tesla, Kering, Spotify, Visa

Market View : Tesla, Kering, Spotify, Visa

Tesla: what’s behind its 55% drop in profits? Markets: US vs London vs Hong Kong which would are Chinese investors choosing? HK Land’s business and more are discussed in this conversation between Mich...

24 Apr 202420min

Money and Me: How much would you need to move you and your family to Australia?

Money and Me: How much would you need to move you and your family to Australia?

Have you been thinking of picking up your family and moving internationally? International broadcaster Jason Dasey who lived in Singapore but now calls Brisbane home, fills us in on property prices an...

24 Apr 202422min

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Money and Me: Will Bitcoin's price go up now that the fourth halving has occurred?

Will Bitcoin's price rise now that the fourth halving has occurred? Hassan Ahmed, Country Director, Singapore, at Coinbase  joins Michelle Martin to discuss Bitcoin ETF dynamics, price movements post-...

24 Apr 20245min

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

Money and Me: ASML, TSMC earnings, less airmiles with these cards, and niche ETF's

What can we see from the latest chip stock earnings? Are we seeing a reality check on the AI growth story? Which of your cards will give you less bonus airmiles for your spend? How can you as a beginn...

23 Apr 202426min

Market View:CapitaLand Ascendas REIT and Nanofilm Technologies, the Singapore market, Tesla's earnings, Tencent, Gold, Starhub, Seatrium

Market View:CapitaLand Ascendas REIT and Nanofilm Technologies, the Singapore market, Tesla's earnings, Tencent, Gold, Starhub, Seatrium

What’s driving Nanofilm’s business?How is CapitaLand Ascendas REIT able to charge higher rents on 17% of it's leases? Why does SGX want to make it easier for shareholders to cal special meetings? What...

23 Apr 202421min

Market View:  Nvidia, Super Micro Computer, Tik Tok, Bytedance in the US, Lululemon, P&G, DBS

Market View: Nvidia, Super Micro Computer, Tik Tok, Bytedance in the US, Lululemon, P&G, DBS

Why have investors been dumping shares of two of the hottest performing tech AI companies this year? Should you buy Nvidia today? If Bytedance sells its US operations, what could that mean for its bus...

22 Apr 202420min

Money and Me : Can you use taxes and debt to grow your wealth?

Money and Me : Can you use taxes and debt to grow your wealth?

Understand and leverage how to strategically position yourself in relation to taxes and debt in this mindset-shifting session with Michelle Martin and her guest Jackson Ng, Chief Operating Officer & C...

22 Apr 202425min

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