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: Ceasefire Relief, Robotaxi Rally & Blind Box Blowback

Market View: Ceasefire Relief, Robotaxi Rally & Blind Box Blowback

Markets rise on a mix of relief and restraint as Trump announces a ceasefire timeline between Israel and Iran. Oil prices tumble, erasing war premiums and easing inflation fears. Tesla surges after it...

24 Jun 202524min

Money and Me: China's Value Bets—Hidden Gems or Mirage?

Money and Me: China's Value Bets—Hidden Gems or Mirage?

China’s retail sales are soaring—but is this recovery real or just a policy sugar rush? With consumer spending lifted by subsidies yet long-term income growth slowing, investor confidence is being tes...

23 Jun 202525min

Market View: Oil Shock, Robo Bets, and AI Eyewear

Market View: Oil Shock, Robo Bets, and AI Eyewear

A U.S. strike on 3 Iranian nuclear sites sends Asian markets reeling—what are the ripple effects for investors? Gold climbs, the dollar strengthens, and Bitcoin slides as tensions spike in the Strait ...

23 Jun 202524min

Money and Me: Should You Lock in CPF’s 4% Rate?

Money and Me: Should You Lock in CPF’s 4% Rate?

Is your CPF money working hard enough for your future? Michelle Martin finds out what the 4% SMRA rate really means for your retirement goals. Christopher Tan, CEO of Providend, breaks down how this r...

20 Jun 202519min

Market View: Buffett’s Big Dip, Oil Winners, and the Airbus Ascent

Market View: Buffett’s Big Dip, Oil Winners, and the Airbus Ascent

Berkshire Hathaway's shares nosedive—what's behind the biggest drop in over a decade? Michelle Martin and Ryan Huang unpack how oil spikes create winners and losers. Airbus soars with a blockbuster sh...

20 Jun 202527min

Money and Me: Less miles on these credit cards: smart credit card hacks

Money and Me: Less miles on these credit cards: smart credit card hacks

If you've been dismayed at the changes to your mile earn rates on your credit cards, we have you covered with credit card strategies to spend smarter. Hosted by Michelle Martin with guest Tim Phillips...

19 Jun 202530min

Market View: Wilmar’s Woes, Nuclear Bets & Dollar Doubts

Market View: Wilmar’s Woes, Nuclear Bets & Dollar Doubts

With U.S. markets closed for Juneteenth, Asia takes center stage. We break down the unfolding multi-trillion rupiah corruption probe rocking Wilmar International — a scandal dating back to Indonesia’s...

19 Jun 202524min

Money and Me: Plan for Children's Uni and Boost your Retirement Funds? 

Money and Me: Plan for Children's Uni and Boost your Retirement Funds? 

How much does it really cost to send your child to uni - whether local or overseas? How will you fund this without compromising the build up of your retirement funds? Daniel Sim, Founder of Golden Goo...

18 Jun 202527min

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