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(3726)

Little Luxuries - How's your table manners?

Little Luxuries - How's your table manners?

Michelle discusses why investing in yourself is little luxury you should plan for!See omnystudio.com/listener for privacy information.

24 Des 20248min

Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Market View: SingPost, Honda, Nissan, Xerox, Nordstrom, Nvidia, Broadcom, Nike, NewsCorp, Vistra, TalkMed, Pop Mart

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Discover the latest developments at SingPost amidst its corporate governance scandal, and learn about the histor...

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Money and Me: Michelle's look back to 2024

Money and Me: Michelle's look back to 2024

Michelle picks some of her favourite shows of 2024 and reminisces. See omnystudio.com/listener for privacy information.

24 Des 202425min

Money and Me: Bring Christmas to those in need with ONE (SINGAPORE)

Money and Me: Bring Christmas to those in need with ONE (SINGAPORE)

This holiday season, Michelle Martin hosts Minnie Venkatachalam from ONE (SINGAPORE) to discuss their inspiring ONE Wish List 2024. Discover how this initiative delivers holiday gifts to children from...

23 Des 202423min

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Market View: Berkshire Hathaway, SingPost, Netflix, Novo Nordisk, Eli Lilly, Nio, Pop Mart, and Top Glove

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Warren Buffett's latest investments, including Occidental Petroleum, Sirius XM, and Veri...

23 Des 202421min

Money and Me: How to Quit Your Job

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It's a non-trivial decision but you can do it! Join Michelle Martin on Money and Me, where she discusses the financial realities of quitting your job with Founder and CEO of Inkcome, Tim Phillips. Tim...

18 Des 202422min

 Market View: Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust, Paragon REIT, Suntec REIT, Mapletree Commercial Trust, UnitedHealth Group, SolarEdge Technologies, Honeywell, Honda, Nissan, Wee Hur, Apple, Temu, Threads, TikTok, Walmart

Market View: Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust, Paragon REIT, Suntec REIT, Mapletree Commercial Trust, UnitedHealth Group, SolarEdge Technologies, Honeywell, Honda, Nissan, Wee Hur, Apple, Temu, Threads, TikTok, Walmart

Join Michelle Martin on her tour of markets! Michelle Martin is joined by Ryan Huang, as this episode delves into DBS Group Research's optimistic outlook for suburban retail REITs like Frasers Centre...

18 Des 202423min

READ: This book could help you deal with poisonous people

READ: This book could help you deal with poisonous people

Hosted by Michelle Martin, this episode features Singapore Literature Prize-winning author Josephine Chia as she unveils her latest book, Ayam Buah Keluak and the Art of Writing. Drawing on her life e...

17 Des 202423min

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