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)

Influence: CEO, Aegon Asia Andrew Byrne shares how retirement ready Asia is.

Influence: CEO, Aegon Asia Andrew Byrne shares how retirement ready Asia is.

More Singaporeans are now living longer. In fact, Singapore topped the world in life expectancy in 2017 with an expected lifespan of 84.8 years, surging ahead of the traditional chart-topper Japan by more than half a year. But are we ready for retirement here in Singapore and Asia? Andrew Byrne, CEO of Aegon Asia shares more. See omnystudio.com/listener for privacy information.

3 Sep 20199min

Money and Me: Bet Seldom, Bet Big. Lessons from a Seasoned Investor

Money and Me: Bet Seldom, Bet Big. Lessons from a Seasoned Investor

Why is temperament more important than intelligence in investing? What's second level thinking and how do you use it? Join Michelle Martin, as she speaks with one of Singapore's most awarded fund managers, Daniel Chan, Founder, DCG Capital, on the art of picking winning stocks and lessons anyone can use from Daniel's own journey as an investor across almost 40 years.See omnystudio.com/listener for privacy information.

3 Sep 201914min

Read: In Conversation with John Connolly

Read: In Conversation with John Connolly

Join Michelle Martin, as she speaks with award-winning Irish bestselling author, John Connolly, about his latest title 'A Book of Bones', his popular Charlie Parker series and how he has continually created books that resonate with readers for almost 20 years.See omnystudio.com/listener for privacy information.

2 Sep 201912min

Money and Me: How has the CPF Investment Scheme performed?

Money and Me: How has the CPF Investment Scheme performed?

Join Michelle Martin, as she speaks with Xav Fung, Director of Lipper Asia Pacific Research, about the most recent developments in the CPF Investment Scheme, the various investment instruments under the Scheme, the sort of returns we’ve seen recently and what you need to know before investing with the CPF-IS. He also compares the latest quarterly results with those of Q1, and discuss the opportunities that are to be had with this Scheme right now.See omnystudio.com/listener for privacy information.

2 Sep 201911min

Money and Me: Digital Banking - An Opportunity or Threat to Traditional Players?

Money and Me: Digital Banking - An Opportunity or Threat to Traditional Players?

Join Michelle Martin, as she speaks with Timothy Chen, Co-Founder and CEO, MaxFinx, LIVE from Suntec City, about the rise of digital banking, how it will impact traditional players, and how MaxFinx plays a role in the shift in the industry.See omnystudio.com/listener for privacy information.

30 Aug 201918min

Once a refugee, now a restaurant owner.

Once a refugee, now a restaurant owner.

Being born as a refugee in Vietnam in 1979 when there were no papers claiming to any state back then, he lived through a difficult childhood when food was scarce and his home country was in turmoil from the tails of the Third Indochina War. But his determined parents fought hard for the family's survival despite the adversities. Fast-forward to today, he has his own restaurant and aims to bring homemade Vietnamnese food international. Hoang Ha, Co-Founder of Vietnamnese restaurant Mrs Pho talks about serving comfort food that draws its best flavours from love, authenticity and familial ties to feed you like family. With the help of Brian Chua, Director of Gourmet Food Holdings, Hoang is set to expand its business further. See omnystudio.com/listener for privacy information.

29 Aug 201914min

Money and Me: Build Passive Income with Cryptocurrency?

Money and Me: Build Passive Income with Cryptocurrency?

Michelle Martin, asks Christopher Long, Founder, Cryptotrader SG, if anyone can build passive income streams with cryptocurrency today and how to buy into altcoins. What's the difference between using a crypto ATM and buying online? Does Chris think there is still opportunity to make money with Bitcoin if you enter the market now?See omnystudio.com/listener for privacy information.

29 Aug 201920min

Influence: In Conversation with Mattia Asti of Getronics

Influence: In Conversation with Mattia Asti of Getronics

Join Michelle Martin, as she speaks to Mattia Asti, Business Development Manager, APAC, Getronics, about the future of Smart Buildings and how 5G technology will play a key role in the development of smart buildings here in Singapore.See omnystudio.com/listener for privacy information.

28 Aug 201911min

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