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(3754)

Money and Me: SVB and broader meltdowns

Money and Me: SVB and broader meltdowns

Michelle Martin invites Swapnil Mishra, Founder, WealthZen & Adjunct Mentor, Singapore Management University on today’s episode of Money and Me to understand the correlation between the US Federal Res...

15 Mar 202326min

Influence: Career-change lessons from a former engineer turned executive coach

Influence: Career-change lessons from a former engineer turned executive coach

Sonali Bhattacharya and Michelle Martin discuss career reinvention in this episode of Influence.See omnystudio.com/listener for privacy information.

15 Mar 202313min

Market View: SVB & S-REITs balance sheets, Meta, Apple, Boeing, Volkswagen, Wing Tai Properties, Moody’s outlook on US Banking system, US CPI, Evergrande Restructuring scenarios

Market View: SVB & S-REITs balance sheets, Meta, Apple, Boeing, Volkswagen, Wing Tai Properties, Moody’s outlook on US Banking system, US CPI, Evergrande Restructuring scenarios

What does the fallout of Silicon Valley Bank mean for S-REITs’ balance sheets? And what is Moody’s outlook on the US banking system? Michelle Martin and Ryan Huang analyse it all. They also take a loo...

15 Mar 202321min

Influence: Stefano Benini of the Frescobaldi family

Influence: Stefano Benini of the Frescobaldi family

Meet a member of the 30th generation of a famous winemaking family from Tuscany. On this episode of Influence, Michelle Martin meets Stefano Benini, Vice President & Export Director, Family of Frescob...

14 Mar 202312min

Market View: First Republic shares sink, Petronas, Boustead Singapore, SembCorp, WeRide, United Airlines, ExxonMobil, HSBC rescues UK arm of SVB, KBW 11 stock recommendations

Market View: First Republic shares sink, Petronas, Boustead Singapore, SembCorp, WeRide, United Airlines, ExxonMobil, HSBC rescues UK arm of SVB, KBW 11 stock recommendations

The Silicon Valley Bank demise rages on, with First Republic Bank falling victim and possibly signalling a broadening of the SVB contagion. What does this mean for the Singapore banking system? Meanwh...

14 Mar 202320min

Money and Me: Can’t buy the dip? No worries, here is how to make smart financial decisions today

Money and Me: Can’t buy the dip? No worries, here is how to make smart financial decisions today

With growing anxieties around rising prices, how do we define what’s financially enough in this current economic climate? And what are some good ways to plan for that dream home and future family? Mic...

14 Mar 202317min

Money and Me: Could Asian banks face the same risks of collapse as SVB?

Money and Me: Could Asian banks face the same risks of collapse as SVB?

Bank stocks around the world have been taking a hit in the wake of Silicon Valley Bank’s collapse including the trio of local banks DBS, OCBC and UOB. Could what happened to SVB happen here? We also l...

13 Mar 202325min

Market View: Everything you need to know about SVB fallout, Saudi Aramco, Hospitality REITs, Sunright, Sysma Holdings, Sea, GoTo, US Jobs report, Circle & Stablecoin

Market View: Everything you need to know about SVB fallout, Saudi Aramco, Hospitality REITs, Sunright, Sysma Holdings, Sea, GoTo, US Jobs report, Circle & Stablecoin

Join Michelle Martin and Ryan Huang on this episode of Market View as they unpack everything you need to know about the fallout of Silicon Valley Bank, 3 lessons from this failure, how the latest US j...

13 Mar 202322min

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