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(3768)

Money and Me : CPF LIFE: What are your choices?

Money and Me : CPF LIFE: What are your choices?

What decisions could you take if you wanted to maximise your benefits from CPF Life? How different is it from a private annuity? Michelle Martin finds out with Christopher Tan, CEO of Providend.See om...

13 Mai 202220min

Market View: Cryptocurrencies' downfall, Saudi Aramco stocks, Augmented reality innovations

Market View: Cryptocurrencies' downfall, Saudi Aramco stocks, Augmented reality innovations

Michelle Martin and Ryan Huang discuss the downfall of some cryptocurrency companies, Saudi Aramco being the new valuable stock, and new augmented reality innovations. They also talk about the inflati...

12 Mai 202222min

Money & Me: The rental SG market is hot, is overseas property investing still relevant?

Money & Me: The rental SG market is hot, is overseas property investing still relevant?

Michelle Martin and Daniel Sim, Founder of Born Poor Die Rich, discuss if building revenue streams from overseas properties should be an essential part of a new model for moving onwards and upwards in...

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Market View Minutes with Michelle: Strong profits for 3 companies

Market View Minutes with Michelle: Strong profits for 3 companies

What were the commonalities found between a ship chartering company, a REIT manager and a locally-listed agribusiness? Michelle Martin reveals the findings.See omnystudio.com/listener for privacy info...

12 Mai 20222min

Sushi Yujo and its contemporary fusion omakase

Sushi Yujo and its contemporary fusion omakase

Michelle Martin checks out the latest spot for omakase at Amara Hotel which launches today.See omnystudio.com/listener for privacy information.

12 Mai 20223min

Money & Me: Nio's recent listing, Looking at utility stocks, AirBNB revenge travel plans

Money & Me: Nio's recent listing, Looking at utility stocks, AirBNB revenge travel plans

What is catching investors' attention about Nio’s listing in Singapore? Michelle Martin speaks to Tim Phillips, Head of Content at ProsperUS, to also get his take on Home Depot, Lowe, and Accenture an...

11 Mai 202222min

Market View: Resumption in air travel, Trends in EVs, Volatile markets

Market View: Resumption in air travel, Trends in EVs, Volatile markets

Michelle Martin and Ryan Huang discuss the resumption of services for airline companies and the trends found in the EV industry which includes BMW and Apple. They also provide an overview of the volat...

11 Mai 202219min

Market View Minutes with Michelle: What do Pfizer, Nissan and Centurian have in common?

Market View Minutes with Michelle: What do Pfizer, Nissan and Centurian have in common?

Michelle Martin talks about the commonalities found between Pfizer, Nissan, and Centurion Corp.See omnystudio.com/listener for privacy information.

11 Mai 20222min

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