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(3710)

Money and Me: The 4-Digit Number That Matters

Money and Me: The 4-Digit Number That Matters

Join Michelle Martin, as she speaks to Rohith Murthy, Founder and Country Manager, SingSaver and Elizabeth Huang, Head of Consumer Services at Credit Bureau Singapore, about credit scores, credit repo...

13 Sep 201921min

Money and Me: REITs - The Best Types to Buy Into and What Not to Do with Such Investments

Money and Me: REITs - The Best Types to Buy Into and What Not to Do with Such Investments

Join Michelle Martin, as she speaks with Royston Yang, Writer, The Motley Fool, about all the latest developments in the REIT market, identify the best types of REITs to invest in during times of econ...

12 Sep 201918min

Retail businesses could earn 20% more revenue if they adopt new payment tools

Retail businesses could earn 20% more revenue if they adopt new payment tools

If you are a retailer or runs a business and have yet to adopt new payment tools, you might want to jump into it because you could miss out on as much as 20 per cent more revenue by not adopting these...

12 Sep 20199min

Money and Me: How to maximize your CPF savings

Money and Me: How to maximize your CPF savings

Join Michelle Martin, as she speaks with Kenneth Lou, CEO of Seedly and independent financial advisor Hariz Maloy on their top tips on how to maximise your CPF savings.See omnystudio.com/listener for ...

11 Sep 201921min

How can SMEs play their part against climate change? Experia Events and Sembcorp are installing 15,000 solar panels.

How can SMEs play their part against climate change? Experia Events and Sembcorp are installing 15,000 solar panels.

At Changi Exhibition Centre owned by SME Experia Events, 15,000 solar panels will be installed on the roof-top, in a long-term agreement with Sembcorp Industries. Whe completed in November 2019, the s...

11 Sep 20198min

Money and Me: What's the future of money?

Money and Me: What's the future of money?

Are retailers in Taiwan looking at crypto for payment systems? Are crypto assets viewed as marginal in Asia or is that changing? Michelle Martin, as she speaks with Wong Joon Ian, Managing Director, ...

10 Sep 201916min

Influence: How William Wongso handles being a chef despite having Type 2 diabetes

Influence: How William Wongso handles being a chef despite having Type 2 diabetes

William Wongso, Indonesia's famous culinary expert shares how he handles being a chef despite having Type 2 diabetes and how going keto has helped him.See omnystudio.com/listener for privacy informati...

10 Sep 20198min

Money and Me (The Property Edition): Should you buy a BTO or an EC?

Money and Me (The Property Edition): Should you buy a BTO or an EC?

Is property still a great way to grow your wealth in Singapore? Having a BTO flat was extremely important for our parents’ generation because it was key to their first pot of wealth. But is this still...

9 Sep 201919min

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