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(3706)

Money and Me: Growing Stocks During a Market Crisis

Money and Me: Growing Stocks During a Market Crisis

Join Michelle Martin, as she speaks with Mano Sabnani, Author of ‘Money Secrets: Cruise Your Way to Financial Freedom’, who shares his advice on how to grow one’s stocks during a market crisis and the factors which determine whether or not to hold on to a stock that just keeps plummeting.See omnystudio.com/listener for privacy information.

9 Jul 201911min

Money and Me: 40x your money with little risk?

Money and Me: 40x your money with little risk?

Jonathan Ang of 10x Capital is serious about making his money work for him ( and he is financially free in his twenties). Here he shares; *How to find stocks that will make you money - ( he shares 3 examples of companies that are growing) *How not to let "lack of knowledge" stop you from starting investing. *How to plan for high-return investments without taking great risks * The name of the notable fund manager you can look to for important mental models for investing.See omnystudio.com/listener for privacy information.

8 Jul 201915min

Ladies have you got a great keynote? Here's how to get discovered.

Ladies have you got a great keynote? Here's how to get discovered.

Women make up 51 per cent of the population, yet they are a "minority" on stage. In 2016, Bloomberg reported that male speakers and male panels still dominate conferences in the US at a ratio of 2:1, and this has not changed over the years are men still make up 68 per cent of event speakers. Even in a women-dominated industry like education, only 40 per cent of women stand on stage during education conferences. Aurelie Saada, President of PrimeTime Business and Professional Women’s Association and Mette Johansson, Chair of Keynote Women Speakers share more about their non-profit association targetted at supporting female speakers with purpose.See omnystudio.com/listener for privacy information.

8 Jul 20197min

Money and Me: Retire a Millionaire

Money and Me: Retire a Millionaire

Join Michelle Martin, as she speaks with Kuan Lili, Independent Director, CapitaLand China Retail Trust, about how to get started to create the reality of retiring with millions in the bank.See omnystudio.com/listener for privacy information.

5 Jul 201917min

Your Money: How to start investing with $5,000

Your Money: How to start investing with $5,000

So you have $5,000 and wants to invest it, how can you get started? ETFs, stocks, bonds, mutual funds, REITS. Which should you pick? Saijal Patel, Founder and CEO of Saij Elle shares how to make your money work for you.See omnystudio.com/listener for privacy information.

5 Jul 20199min

What is the Community Chest doing to help the community and how can you help?

What is the Community Chest doing to help the community and how can you help?

She grew up in a family background that was not the most nurturing. Yet despite her rough background, these experiences served her well as they helped shaped her into the adult and businesswoman that she is today. Now into her first year as Managing Director of Community Chest, she wants to spread the word and encourage more people to join the community and help others who are in need. Charmaine Leung, Managing Director of Community Chest talks about importance of supporting the brand that helps to reach out and help those in need in Singapore.See omnystudio.com/listener for privacy information.

5 Jul 20198min

Is breakfast the most important meal of the day?

Is breakfast the most important meal of the day?

Did the idea of breakfast of champions really start as a marketing ploy? Why are some skipping breakfast thinking it can help with weight loss? Where does breakfast sit with the practise of intermittent fasting? Dr Vincent Candrawinata, Founder of Renovatio weighs in.See omnystudio.com/listener for privacy information.

3 Jul 201911min

Read with Michelle Martin : The delicious book that features 10 iconic family-owned restaurants

Read with Michelle Martin : The delicious book that features 10 iconic family-owned restaurants

She identified 10 wonderful family-run restaurants in Singapore, such as Muthu’s Curry and Spring Court, which have lasted more than 50 years in Singapore. She shares the stories and struggles of Singapore’s early F&B founders, with each chapter embedded with a recipe. Ow Kim Kit, Author of ‘Delicious Heirlooms’ talks about these rags-to-success stories and her discoveries from writing the book.See omnystudio.com/listener for privacy information.

2 Jul 201910min

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