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(3710)

Read: Book your flight for the George Town Literary Festival (GTLF)!

Read: Book your flight for the George Town Literary Festival (GTLF)!

What if cities could remember — and literature was the witness? The George Town Literary Festival (GTLF) returns for its 15th edition, exploring “Urban Myths and Memories” in Penang. This bold, intern...

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Money and Me: The 4 trends Shaping China that Investors Are Eyeing

Money and Me: The 4 trends Shaping China that Investors Are Eyeing

What does one of the busiest malls in China have no shoppers, yet billions in sales? China’s growth may be slowing, but its transformation is accelerating. Join Michelle Martin as she chats with Willi...

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From Singapore’s banking results to Elon Musk’s trillion-dollar payday - markets are buzzing with big money moves. Singapore’s three big banks - DBS, OCBC, and UOB - are showing their hand this earnin...

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Money and Me: The Truth About Private Credit - Myths vs Reality

Money and Me: The Truth About Private Credit - Myths vs Reality

The private-credit boom promises high returns and flexibility - but is the shine justified? Private credit is booming - but beneath its reputation for stability and diversification lies a more complic...

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Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Market View: Banks Under Pressure - Tariffs, Tech & STI Movers

Big earnings shocks and tariff twists keep markets on edge. DBS and UOB headline today as Q3 earnings diverge, with UOB hit by a 72% plunge while DBS holds up better than expected. In the U.S., tariff...

6 Nov 202521min

Money and Me: The Great Wealth Transfer

Money and Me: The Great Wealth Transfer

Singapore’s inheritance expectations are rising - and so are the stakes. Over half of Singaporeans say they expect to receive or have already received an inheritance, with one in five anticipating a ...

5 Nov 202518min

Market View: Movers & Shakers

Market View: Movers & Shakers

Big brands, bold bets, and billion-dollar questions. Michelle Martin and Ryan Huang unpack Yum Brands’ plan to potentially sell Pizza Hut after a strong quarter led by Taco Bell and KFC. Plus, a check...

5 Nov 202518min

Money and Me: Should you refinance now?

Money and Me: Should you refinance now?

As interest rates tumble to three-year lows, Singapore’s homeowners are racing to refinance their HDB loans. Could now be the smartest time to switch from HDB’s 2.6% rate to a bank loan? Or are there ...

4 Nov 202526min

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