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(3766)

Money and Me: ADDX will recognise crypto assets in accredited status qualification

Money and Me: ADDX will recognise crypto assets in accredited status qualification

Singapore based , MAS-regulated private market exchange ADDX is the first financial institution in Singapore to recognise cryptocurrency assets when onboarding accredited investors. Under Singapore’s ...

8 Jun 20228min

Market View Minutes: How much for an unburnable book?

Market View Minutes: How much for an unburnable book?

Michelle Martin finds out what it would cost you to get your hands on a historic copy of an "unburnable book"See omnystudio.com/listener for privacy information.

8 Jun 20222min

Money and Me: Is this the start of a recovery for US stocks?

Money and Me: Is this the start of a recovery for US stocks?

Michelle Martin and Cheng Chye Hsern, Head of Investment, Providend find out if US stocks are set for a potential recovery, how inflation might be moderated and if Shanghai's easing of restrictions in...

7 Jun 202214min

Market View Minutes: A trading card and a gold watch, which is worth more?

Market View Minutes: A trading card and a gold watch, which is worth more?

Would you pay more for a gold watch worn by Elvis or a unique trading card featuring NBA all-star LeBron James? Well, both items are for sale. But which one is worth more? Michelle Martin reveals the ...

7 Jun 20223min

Market View : Has Inflation Peaked? Twitter and Amazon

Market View : Has Inflation Peaked? Twitter and Amazon

Michelle Martin looks at 4 indicators that inflation may have peaked. She also examines the latest twist in the Musk attempt to takeover Twitter and how Tesla and Twitter share prices have fared. Then...

7 Jun 20226min

Money and Me: Are Tech Giants no longer sure bets in this period of market volatility?

Money and Me: Are Tech Giants no longer sure bets in this period of market volatility?

Are tech giant stocks bad bets in the midst of all the bad news lately? Are there poultry stocks worth getting exciting about given Malaysia’s chicken export ban? And is AMC's a meme stock success sto...

6 Jun 202213min

Market View Minutes: Has inflation peaked?

Market View Minutes: Has inflation peaked?

Are you eating out more these days? What about heading to a museum or making travel plans? Well, if you are, you’re not alone... and this could present opportunities for investors. Join Michelle Mart...

6 Jun 20222min

Little Luxuries: The Illusionists

Little Luxuries: The Illusionists

Michelle Martin says this is magic you need to experience in person Seven world-class acts: The Deceptionist (James More), The Escapologist (Andrew Basso), The Warrior (Aaron Crow), The Manipulator (H...

6 Jun 20223min

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