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(3726)

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

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Money and Me: What is the Golden Screw this dividend investor looks out for?

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What is on this investor's high quality dividend stock list? If your runway is short, will the dividend approach still offer deep value ? How could you think of using SRS or CPF in relation to dividen...

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Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest market action and earnings updates. Discover insights into CapitaLand Ascott ...

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Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

You can already smell and feel those crisp bank notes, now what should you do with the money? Michelle Martin, explores why ang pows have become a tradition and what the meaning behind the tradition ...

24 Jan 202518min

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific REITs including Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT,...

24 Jan 202523min

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Join Michelle Martin and guest Arun Pai from Monk’s Hill Ventures, as they discuss the evolving landscape of quantum computing from a VC investor perspective. What is Silicon Valley talking about in t...

23 Jan 202524min

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest updates on Mapletree Industrial Trust and Frasers Centrepoint Trust, covering...

23 Jan 202522min

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Join Michelle Martin on Money and Me as she dives into the upcoming changes to MediShield Life with Jake Lim, book author and Founder of Money Mindfulness Ltd. This episode unpacks the new claim limit...

22 Jan 202524min

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