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)

Money and Me: What is your T-Bill to S-REIT allocation?

Money and Me: What is your T-Bill to S-REIT allocation?

Hosted by Michelle Martin, this episode explores how S-REITS' performed in 2024 and the possible outlook for 2025 outlook for Singapore-listed REITs with Kenny Loh, REIT Specialist and Independent Fin...

16 Jan 202523min

Market View: JPMorgan, Goldman Sachs, Citigroup, Wells Fargo, Blackrock, Nvidia, Rigetti, D-Wave, IonQ, Microsoft, Ho Bee Land, ESR REIT, GuocoLand, OCBC

Market View: JPMorgan, Goldman Sachs, Citigroup, Wells Fargo, Blackrock, Nvidia, Rigetti, D-Wave, IonQ, Microsoft, Ho Bee Land, ESR REIT, GuocoLand, OCBC

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into record-breaking profits from JPMorgan, Goldman Sachs, Citigroup, Wells Fargo, and Blackr...

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Money and Me: Singpost and the "special dividend"

Money and Me: Singpost and the "special dividend"

Michelle Martin takes a closer look at the expectation around SingPost's special dividend with her guest Tim Phillips, founder of timtalksmoney.com. They also discuss how to set financial resolutions ...

16 Jan 202523min

Market View: TikTok, Elon Musk, ByteDance, Nvidia, Taylor Swift, Eli Lilly, Meta, Intel, Honeywell, and STI Movers

Market View: TikTok, Elon Musk, ByteDance, Nvidia, Taylor Swift, Eli Lilly, Meta, Intel, Honeywell, and STI Movers

Is Musk the solution to the US's problems with TikTok? Hosted by Michelle Martin with Ryan Huang, this episode dives into the brewing drama around TikTok's potential US ban and Elon Musk's rumored acq...

15 Jan 202520min

Money and Me: Nascent no more? Who is looking at active crypto funds?

Money and Me: Nascent no more? Who is looking at active crypto funds?

Join Michelle Martin as she delves into the world of professional investors! Michelle speaks with Gerald Goh, Co-Founder and CEO APAC of Sygnum, to explore Sygnum's partnership with Moomoo Singapore t...

14 Jan 202521min

Market View: Johnson & Johnson, Eli Lilly, GSK, Howard Hughes, Nvidia, Moderna, Blue Origin, First REIT, Grand Venture Technology, and Dunkin'

Market View: Johnson & Johnson, Eli Lilly, GSK, Howard Hughes, Nvidia, Moderna, Blue Origin, First REIT, Grand Venture Technology, and Dunkin'

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Johnson & Johnson's $14 billion acquisition of Intra-Cellular Therapies, Eli Lilly’s and...

14 Jan 202521min

Money and Me: How this entrepreneur built passive income while changing nappies

Money and Me: How this entrepreneur built passive income while changing nappies

Moving from full-time employment to starting a business can seem daunting but we have some great ideas from a Singaporean who moved from the army and PMO to starting his own business. Hear about his l...

13 Jan 202524min

Market View: Meta, Apple, Alibaba, JD.com, Midea, Haier, Walgreens, Bloks, Mapletree Logistics Trust, Bank of America, UBS, CapitaLand, DBS, OCBC, UOB, Yangzijiang Shipbuilding, NTT, Lionsgate

Market View: Meta, Apple, Alibaba, JD.com, Midea, Haier, Walgreens, Bloks, Mapletree Logistics Trust, Bank of America, UBS, CapitaLand, DBS, OCBC, UOB, Yangzijiang Shipbuilding, NTT, Lionsgate

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks Mark Zuckerberg's critique of Apple, Meta’s latest moves, and the state of the Chinese mark...

13 Jan 202522min

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