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(3708)

Read: Freda Liu on In Your Skin - Bloom, Flourish, Magnify

Read: Freda Liu on In Your Skin - Bloom, Flourish, Magnify

Join Michelle Martin, as she speaks with Freda Liu, Author of ‘In Your Skin - Bloom, Flourish, Magnify’, about the importance of living life for oneself.See omnystudio.com/listener for privacy information.

7 Aug 201912min

Money and Me: Insurance - Protection or Investment

Money and Me: Insurance - Protection or Investment

Join Michelle Martin, as she speaks with Cassandra Wee, Chief Distribution Officer, SingSaver, about what insurance truly is, and whether it is a form of financial protection, or a type of investment, or both?See omnystudio.com/listener for privacy information.

6 Aug 201920min

Influence: The Future of Business Travel Is Here!

Influence: The Future of Business Travel Is Here!

Join Michelle Martin, as she speaks with Bertrand Saillet, Managing Director, Flight Centre Travel Group Asia, about SAM (or Smart Assistant for Mobile), a brand-new chatbot-based pocket travel assistant, and how it will revolutionise the way business travellers go about planning their flight itineraries and hotel bookings.See omnystudio.com/listener for privacy information.

6 Aug 20199min

Money & Me: Where There's a Will, There's a Way

Money & Me: Where There's a Will, There's a Way

Join Michelle Martin, as she speaks with Patrick Tan, CEO of Fortis Law about the importance of writing a will in Singapore, how we should go about getting one organised, and the dangers of not doing so.See omnystudio.com/listener for privacy information.

5 Aug 20197min

Read: Burmese Politics and Its Impact on Doing Business

Read: Burmese Politics and Its Impact on Doing Business

Join Michelle Martin, as she speaks with David Eimer, Author of ‘A Savage Dreamland: Journeys in Burma’ about his book which explores how the Burmese political situation has developed over the past years and provides insights into how it is impossible to do business in China without first understanding what Burma is all about.See omnystudio.com/listener for privacy information.

5 Aug 20199min

Money and Me: What Is NS Insurance Really All About

Money and Me: What Is NS Insurance Really All About

Join Michelle Martin, as she speaks with Lee Meng Choe, Financial Services Director, GEN Group about a subject that is close and dear to every male Singaporean - Ns Insurance. She finds out just what it is, how it differs from other personal protection insurance schemes and if it can be used not just for Ns-related accidents but for one’s loved ones as well.See omnystudio.com/listener for privacy information.

2 Aug 201910min

How digital wealth manager Syfe is democratising investing

How digital wealth manager Syfe is democratising investing

Syfe will professionally manage your portfolios for a fraction of the cost, and you have the freedom to withdraw anytime with no extra charge. Dhruv Arora, Founder & CEO of Syfe shares more on how the digital wealth manager is democratising investing.See omnystudio.com/listener for privacy information.

2 Aug 201911min

Money and Me: Why Children Must Know the Value of Money

Money and Me: Why Children Must Know the Value of Money

Join Michelle Martin, as she speaks with James Satchy, Family Life Educator and Principal Consultant, Built 2 Last Training about the importance of educating a child on the value of money, how to start saving from childhood and why it plays a major role in shaping a child’s future.See omnystudio.com/listener for privacy information.

1 Aug 201920min

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