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)

SATS and the App that finds your Lost Luggage ( and gets you into airport lounges)

SATS and the App that finds your Lost Luggage ( and gets you into airport lounges)

The next time you land and find your bags have not, don't worry! Changi Airport's services and ground handling firm SATS’ ‘Ready To Travel’ 2.0 app allows its passengers to keep track of and find thei...

9 Sep 201913min

Money and Me: SGX Orb Winners - The Woke Salaryman, 45k Fans in 4 Months and How to Not Stay Broke

Money and Me: SGX Orb Winners - The Woke Salaryman, 45k Fans in 4 Months and How to Not Stay Broke

Their web comic makes finance understandable for everyone! Join Michelle Martin, as she speaks with He Ruiming and Goh Wei Choon of The Woke Salaryman, about not staying broke, getting out of student ...

6 Sep 201919min

What can we do to meet the world's growing food needs?

What can we do to meet the world's growing food needs?

According to the UN’s 2019 State of Food Security & Nutrition in the World research, some 820 million people did not have enough food to eat in 2018, up from 811 million in 2017 and represents the thi...

6 Sep 201913min

Money and Me: How the US-China Trade War Has Impacted Stock Trading

Money and Me: How the US-China Trade War Has Impacted Stock Trading

Join Michelle Martin, as she speaks with Kim Iskyan, Global Investment Analyst, Stansberry Pacific Research, about the latest developments of the ongoing US-China Trade War and the implications they h...

5 Sep 201918min

Is Singapore one of the world’s most pleasant cities to live in?

Is Singapore one of the world’s most pleasant cities to live in?

According to the Economic Intelligence Unit’s - or EIU - 2019 Global Liveability Index, financial hubs like London, New York and Singapore did not fare well in a survey of the world's most pleasant ci...

5 Sep 201911min

Influence : How Lynn Tan turned $50 000 into $15 million in annual turnover in a decade

Influence : How Lynn Tan turned $50 000 into $15 million in annual turnover in a decade

Entrepreneur Lynn Tan, Managing Director of Ales Group Singapore Pte Ltd started her business armed with belief in her product and a $50 000 loan from an uncle. She's grown a one-woman show to a thriv...

4 Sep 201913min

Read: Could complacency hold Singapore back? Featuring author Nicholas Walton

Read: Could complacency hold Singapore back? Featuring author Nicholas Walton

Michelle Martin finally chats with the author behind a book she has been trying (unsuccessfully) to check out of the library. Engaging, funny and thought-provoking, author Nicholas Walton contemplates...

4 Sep 201911min

Money and Me: Shop the Open Electricity Market to Shrink Your Bills

Money and Me: Shop the Open Electricity Market to Shrink Your Bills

Join Michelle Martin, as she speaks with Kenneth Lou, CEO, Seedly and Yeap Ming Feng Ming Feng, Head of Content and Growth, Seedly about the Open Electricity Market, how to identify the best plan for ...

4 Sep 201917min

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