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.

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Episoder(3721)

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the S&P 500’s correction and gold's historic rise past $3,000. What’s next for gold miners ...

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The biggest barriers to change aren't usually about technology, they're human. And if there are major problems with trust involved with the implementation at workplaces, that comes at a cost. Michelle...

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Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street’s rally. Michelle and Ryan unpacks GoTo and Del Monte’s earnings struggles, the resolution of CDL’s...

13 Mar 202518min

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MIchelle Martin and Nirgunan Tiruchelvam, Alētheia Capital's Head of Consumer and Internet discuss the latest turns of the Chocolate Finance story On 4 March, users of Chocolate finance learnt they co...

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Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Playing mad, coercion, using exaggeration, what are Trump's negotiation strategies built on? Join Michelle Martin as she explores the effectiveness of win-lose versus win-win strategies and the risks ...

12 Mar 202523min

Money and Me: Extreme Budgeting

Money and Me: Extreme Budgeting

It's a habit that is foundational to building wealth, but does this extreme budgeter think he can repeat tightening his belt the way he did 15 years ago today? How little do you really need to get by ...

12 Mar 202523min

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Market View: Salesforce, Dick’s Sporting Goods, Kohl’s, Google, Lego, iFast, GuocoLand, DBS, UOB, OCBC, Jardine Matheson

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade mixed amid US recession fears and tariff uncertainty. The S&P 500 nears correction territory, while US retail giants like Dick’s...

12 Mar 202510min

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