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.

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Episoder(3716)

Market View: Bullish REITs, Wilmar Seizure Shock & Herbal Stock Surge

Market View: Bullish REITs, Wilmar Seizure Shock & Herbal Stock Surge

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Market View: Oil Stocks Surge, WhatsApp Ads Arrive, IPOs Soar

Market View: Oil Stocks Surge, WhatsApp Ads Arrive, IPOs Soar

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Money and Me: REITs Among Upcoming IPO's and what you need to know

Money and Me: REITs Among Upcoming IPO's and what you need to know

Could 2025 be the year Singapore's REIT market regains its shine? With Centurion gearing up for a REIT IPO backed by worker and student housing, Keppel DC REIT reclaiming a spot on the STI, and Singap...

16 Jun 202515min

Market View: Biotech Boom, REIT Buybacks, and the Stablecoin Shakeup

Market View: Biotech Boom, REIT Buybacks, and the Stablecoin Shakeup

Chinese biotech stocks are breaking out—with deals involving Pfizer, Bristol-Myers Squibb, and BioNTech rewriting the playbook for global pharma partnerships. But will the rally last? Back in Singapor...

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Money and Me: Is Crytpo's Most popular asset sprinting ahead in Asia?

Money and Me: Is Crytpo's Most popular asset sprinting ahead in Asia?

Could Hong Kong’s stablecoin push set the tone for a digital currency shakeup across Asia? Hosted by Michelle Martin with Chengyi Ong, Head of Policy for APAC at Chainalysis, this episode unpacks the ...

13 Jun 202511min

Market View:  Boeing’s Crash, the Attack on Iran, Sheng Siong’s Pig Farm Origins & China's Terrific 10

Market View:  Boeing’s Crash, the Attack on Iran, Sheng Siong’s Pig Farm Origins & China's Terrific 10

Asia-Pacific markets trade down as investors digest the Israeli military strike on Iran this morning. Hosted by Michelle Martin with Ryan Huang, today’s Market View also unpacks DBS’ bullish stance o...

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Influence: Conquering Digital Learning Anxiety with Haja Navaz

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