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.

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Episoder(3710)

Market View: AI Earnings and Big Deals

Market View: AI Earnings and Big Deals

The AI wave just got louder - Palantir posts a sixfold profit surge while Grab edges closer to sustainable profitability. Investors are also buzzing over Amazon’s mega cloud deal with OpenAI and Nvidi...

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Money and Me: Can Markets Defy Gravity? Tech Titans, Rate Cuts, and the AI Euphoria

Money and Me: Can Markets Defy Gravity? Tech Titans, Rate Cuts, and the AI Euphoria

Earnings are soaring, rates are falling, and investors can’t decide whether to celebrate or brace for impact. Join Michelle Martin and trading expert Simon Ree, Founder of Tao of Trading, as they unpa...

3 Nov 202518min

Market View: Powering AI and Profits - From Oil Giants to Data Titans

Market View: Powering AI and Profits - From Oil Giants to Data Titans

Big Oil meets Big Tech - as ExxonMobil and Chevron beat Wall Street expectations while pivoting toward powering AI’s next frontier. Join the market ride from ExxonMobil and Chevron’s earnings to the A...

3 Nov 202523min

Read: Mastering Private Equity by Claudia Zeisberger

Read: Mastering Private Equity by Claudia Zeisberger

What happens when the private equity boom meets a world of higher rates and lower liquidity? INSEAD Professor Claudia Zeisberger returns with a rewritten edition of Mastering Private Equity for a new ...

10 Okt 202525min

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Money and Me: The ACE Strategy — Gold, Tech and Emerging Markets

Gold surges past US$4,000. Tech valuations swing. Emerging markets rise as supply chains shift east. Are KGI’s “ACE” pillars - Alternatives, Credit, and Elite Stocks - still winning in 2025? Bryan Low...

10 Okt 202514min

Market View: The Debasement Trade and Hong Kong’s $14B Bet

Market View: The Debasement Trade and Hong Kong’s $14B Bet

Gold surges, Hong Kong banks tumble, and Uniqlo hits another record - what’s really driving markets this week? HSBC’s massive Hang Seng buyout shocks investors, while Wall Street buzzes over the “deba...

10 Okt 202524min

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Money and Me: Beyond Macro Fears – Finding Value in Asian Equities

Can Asia’s economic resilience and the AI revolution shield its markets from U.S. political turbulence? Morningstar’s Kai Wang joins Michelle Martin to break down where the real long-term value lies i...

8 Okt 202518min

Market View: Gold Breaks $4,000 — What It Signals for Investors

Market View: Gold Breaks $4,000 — What It Signals for Investors

Gold smashes through the $4,000 mark for the first time ever, igniting debate over whether this is a 1970s-style inflation hedge moment or a sign of fear overtaking fundamentals. Michelle Martin break...

8 Okt 202514min

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