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(3716)

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

A record-breaking run for Temasek, copper prices soar on Trump’s tariffs, and Netflix bets big on anime. What does Temasek’s strategy tell us about smart investing? Will copper’s surge reshape global ...

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Mind Matters: Burnout — when its more than a work problem

Mind Matters: Burnout — when its more than a work problem

Could burnout be closer than you think — even if you're just feeling “a little off”? Join Michelle Martin in conversation with psychologist Haja Navaz of Sparkz Counselling as they unpack the nuances ...

9 Jul 202517min

Money and Me: Rethinking Fixed Income Now

Money and Me: Rethinking Fixed Income Now

Take a closer look at a fixed income fund trusted by Singaporeans — with 90% of its investors based in Singapore. What if fixed income isn’t just a defensive play — but a smart way to grow your wealth...

9 Jul 202526min

Market View: Prime Time strategy , Tech giants reboot

Market View: Prime Time strategy , Tech giants reboot

What if Prime Day beats Black Friday in sales for the first time ever? Michelle Martin and Ryan Huang explore Amazon’s bold 4-day shopping bonanza and how it's changing the e-commerce playbook. They u...

9 Jul 202524min

Money and Me: The Homeowner’s Dilemma

Money and Me: The Homeowner’s Dilemma

Is it wiser to clear your mortgage early—or let your home loan work harder for you? With Singapore’s Seller’s Stamp Duty now back at 2017 levels, investors and homeowners alike are reassessing their s...

8 Jul 202524min

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

The dinosaurs aren't the only thing roaring—markets are too, as Trump’s sweeping tariff threats rattle global trade. Tesla, ExxonMobil, Samsung, FWD, Del Monte, and Jurassic World: Rebirth all make he...

8 Jul 202523min

Mind Matters: Burnout is not an individual's problem, it's an organisational issue

Mind Matters: Burnout is not an individual's problem, it's an organisational issue

Do businesses here recognise burnout is an organisational issue? Work-life balance is now the #1 priority for workers globally, surpassing salary. Singapore ranks as the third most burnt-out city in...

7 Jul 202517min

Money and Me: Renovating Smart without Going Broke

Money and Me: Renovating Smart without Going Broke

You want your renovation 100% within your budget and most importantly - you want it flexible, so what are your choices? Michelle Martin speaks to the digital bank to find out how it designed a renovat...

7 Jul 202516min

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