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(3770)

Market View Minutes with Michelle: The best kept secret in the oil industry

Market View Minutes with Michelle: The best kept secret in the oil industry

Michelle Martin picks up on the marvel of Equinor, an energy company that Barron's claims is the oil industry's best kept secret. Find out why. See omnystudio.com/listener for privacy information.

14 Mar 20222min

Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis

Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis

S-Reits have barely registered a blip in response to the Ukraine crisis says Kenny Loh, REIT Specialist and Independent Financial Advisor. He tells Michelle Martin why he is still bullish on S-REITS i...

14 Mar 202215min

Market View: Fed rate hike, Warren Buffett, Occidental Petroleum, Hong Kong selloff, JD.com, Nio, Alibaba, Baidu, NetEase, Didi Global

Market View: Fed rate hike, Warren Buffett, Occidental Petroleum, Hong Kong selloff, JD.com, Nio, Alibaba, Baidu, NetEase, Didi Global

Michelle Martin chats with Ryan Huang about the long-anticipated interest rate hike by the US Federal Reserve, particularly the timing of the increase given current global conditions, including the su...

14 Mar 202214min

Your Health, Your Wealth: do you need a rider?

Your Health, Your Wealth: do you need a rider?

In the fifth episode of Your Health, Your Wealth: Understanding Your Integrated Shield Plan Options, Michelle Martin gets Cheryl Guan, Head of Employee Benefits, Raffles Health Insurance to talk about...

11 Mar 202222min

Market View: DBS upgrades NetLink, StarHub acquisition of MyRepublic, US stocks, nickel's ongoing drama, Oracle, Rivian, Nio, Bain Crypto Fund

Market View: DBS upgrades NetLink, StarHub acquisition of MyRepublic, US stocks, nickel's ongoing drama, Oracle, Rivian, Nio, Bain Crypto Fund

Michelle Martin and Ryan Huang end the week with local business headlines on NetLink and Starhub, along with an ongoing discussion of US stocks, the latest in the nickel market saga, plus updates from...

11 Mar 202218min

Market View Minutes with Michelle: Who's next in announcing stock splits after Amazon?

Market View Minutes with Michelle: Who's next in announcing stock splits after Amazon?

Amazon recently announced a 20-to-1 stock split and while markets are cheering the news, they're also wondering: who's next? Michelle Martin names some possibilities. See omnystudio.com/listener for p...

11 Mar 20222min

Influence: Michael Gilmore on financial inclusion

Influence: Michael Gilmore on financial inclusion

Michelle Martin finds out why Research Director of Albizia Capital Michael Gilmore has started the MAIAs, the Money Awareness and Inclusion Awards. How does he hope these awards can support global pl...

10 Mar 202217min

Money and Me: Understanding the nickel surge, where Europe stands on Russian oil and China’s potential IPO revival in the US

Money and Me: Understanding the nickel surge, where Europe stands on Russian oil and China’s potential IPO revival in the US

Michelle Martin gets Arun Pai, Chief Strategy Officer, FLOW to help investors understand the impact of the recent nickel surge, where Europe stands on Russian oil and how we could see a potential IPO ...

10 Mar 202224min

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