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: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?

Money and Me: Investors, Are You Riding on Southeast Asia’s Deal-Making Boom?

Chinese companies are eyeing the region to expand their markets amid this trade war. Today on Money and Me, Michelle Martin takes you to a story quietly gathering momentum — one that could redefine As...

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Market View: Goldman’s Diverse Stock Picks, US Valuations, and Hyflux Trial

Market View: Goldman’s Diverse Stock Picks, US Valuations, and Hyflux Trial

Will Shake Shack serve up more gains or get grilled by the market? Hosted by Michelle Martin with Ryan Huang, today’s Market View takes you inside Goldman Sachs’ latest “buy” list, featuring Shake Sha...

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Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Money and Me: : From 99-1 Crackdowns to Prime & Plus Restrictions – Time to relook your property playbook?

Tighter rules are reshaping the property game in Singapore. From the High Court ruling that 99-1 ownership splits can be deemed tax evasion, to the Housing Development Board’s new Prime and Plus flat ...

8 Aug 202519min

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

Market View: Trump Targets Intel CEO, Genting’s Profit Slide, and a Lunar Power Play

A geopolitical jolt, corporate earnings swings, and a moonshot in energy — this Market View has it all. US President Donald Trump is calling for Intel CEO Lip-Bu Tan’s resignation, stoking US-China te...

8 Aug 202526min

Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Money and Me: Pharma Tariffs, AI Divergence & Palantir’s Billion-Dollar Momentum

Will your favourite pharma players suffer greatly because of Trumps' proposed massive pharma tariffs? Will embodied AI bring China ahead in the AI race vs the West? Can Palantir's monster results cont...

7 Aug 202524min

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

Market View: DBS Beats, UOB Slips, Disney Delivers, and Tariff Tensions Rise

DBS hits above expectations while UOB disappoints - Michelle Martin and Ryan Huang unpack what’s driving profits at Southeast Asia’s top banks. Over in the U.S., Disney doubles its earnings as theme p...

7 Aug 202527min

Money and Me: From Pharmacist to Property Investor Earning USD$17K/Month in Student Rentals

Money and Me: From Pharmacist to Property Investor Earning USD$17K/Month in Student Rentals

Ryan Chaw ate many Subway 5-foot long sandwiches and worked two jobs as he built his property empire. Now retired at age 31, he went from working as a pharmacist to real estate millionaire through stu...

6 Aug 202524min

Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Market View: Trump Tariffs, Pfizer Profits & Fast Food Signals — A Mixed Bag for Markets

Pfizer smashes expectations — but can it keep going as Trump eyes 250% tariffs on drugs and semiconductors? Hosted by Michelle Martin with Ryan Huang, this Market View dives into what’s powering Pfize...

6 Aug 202527min

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