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: Famously Frugal and Time-Conscious; What did Singapore’s First Finance Minister rely on to shape Singapore economically?

Money and Me: Famously Frugal and Time-Conscious; What did Singapore’s First Finance Minister rely on to shape Singapore economically?

As one of the founding fathers of Singapore, Goh Keng Swee played a crucial role in shaping Singapore's economic development. However, despite his enormous legacy, few Singaporeans seem to know much a...

21 Nov 202322min

Market View: OpenAI new interim CEO, Singtel shares hit 52-week low, Nvidia, HSBC, Citigroup, Maybank, Optus CEO resigns, S&P 500 exits correction territory

Market View: OpenAI new interim CEO, Singtel shares hit 52-week low, Nvidia, HSBC, Citigroup, Maybank, Optus CEO resigns, S&P 500 exits correction territory

On this episode of Money and Me, Michelle Martin and Ryan Huang break down all you need to know about Emmett Shear, the new interim CEO of OpenAI, an overview of Singtel’s performance amid Optus CEO’s...

21 Nov 202316min

Money and Me: Would you let this Singapore developed AI manage your forex trades?

Money and Me: Would you let this Singapore developed AI manage your forex trades?

Their oldest client is 70 and didn't let his lack of technical knowledge hold him back from venturing into algorithmic trading. Michelle Martin speaks to Melvin Lim, CEO & Co-founder, Lazetrader, a ho...

20 Nov 202319min

Market View: Malaysia EPF 11% stake in AEM, S&P 500 quickest comeback, Alibaba, Volvo, Rolls Royce, OpenAI & Sam Altman, Microsoft investment in OpenAI

Market View: Malaysia EPF 11% stake in AEM, S&P 500 quickest comeback, Alibaba, Volvo, Rolls Royce, OpenAI & Sam Altman, Microsoft investment in OpenAI

Why did Malaysia’s EPF lift its stake in AEM to 11 percent? Could the S&P 500 quickest comeback last? And what is the latest on Sam Altman and OpenAI? Michelle Martin unpacks it all with Ryan Huang.Se...

20 Nov 202317min

Money and Me: Investing in and nurturing the next generation of Asian music talents

Money and Me: Investing in and nurturing the next generation of Asian music talents

MoFo Music and IAMAD, have recently merged to create a new music production and artist management group, MAD MoFo - with an aim to raise the global profile of Asia’s music talent.  But what trends and...

17 Nov 202321min

Money and Me: How to read US inflation data review, US earnings under radar takeaways, Profits spike at Japanese banks, and Michael Burry big bet vs semiconductors

Money and Me: How to read US inflation data review, US earnings under radar takeaways, Profits spike at Japanese banks, and Michael Burry big bet vs semiconductors

How should investors be reading the latest US inflation data? What are some bright spots coming out of the US’ recent earnings season? What’s driving profits at Japanese banks? And why is Michael Burr...

16 Nov 202324min

Market View: Tencent robust revenue growth, JD.com beats estimates, Xpeng operating loss widens, General Motors, Microsoft, PT Amman Mineral Internasional, Grab, Health of China’s economy

Market View: Tencent robust revenue growth, JD.com beats estimates, Xpeng operating loss widens, General Motors, Microsoft, PT Amman Mineral Internasional, Grab, Health of China’s economy

How did Tecent and JD.com manage to log robust revenue growth? What does it suggest about the health of China’s economy? And why did analysts cut targets on Sea? Michelle Martin finds out with Willie ...

16 Nov 202322min

Market View: Genting Singapore Q3 profit, ComfortDelGro stellar performance, Metro H1 profit falls, Sea, Tencent Music, Boustead Singapore, Golden Agri, Home Depot tepid outlook, US CPI data

Market View: Genting Singapore Q3 profit, ComfortDelGro stellar performance, Metro H1 profit falls, Sea, Tencent Music, Boustead Singapore, Golden Agri, Home Depot tepid outlook, US CPI data

What's driving Genting Singapore's stellar Q3 performance? What does the latest US CPI numbers suggest about the approach that the Feds may take moving forward? And what are Japan banks' profits soari...

15 Nov 202321min

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