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.

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Market View: JPMorgan Chase, Goldman Sachs, Ally Financial, SGX, SpaceX, BYD, Del Monte, Sabana REIT, SingTel

Market View: JPMorgan Chase, Goldman Sachs, Ally Financial, SGX, SpaceX, BYD, Del Monte, Sabana REIT, SingTel

Join Michelle Martin on her tour of markets! Michelle Martin with Willie Keng, founder of the Dividend Titan blog, in the thick of the US Presidential debates, discuss both candidates policies and how...

11 Sep 202422min

Money and Me: Double Digit Price Hikes for some IP Premiums – What You Need to Know

Money and Me: Double Digit Price Hikes for some IP Premiums – What You Need to Know

Five out of seven insurers have raised premiums for private hospital coverage under integrated shield plans, with some hikes reaching double digits. What’s behind these steep increases, and how can po...

10 Sep 202420min

Market View: Apple, Google, Alibaba, Squarespace, Micron, Oracle, and Digital Core Reit in Focus

Market View: Apple, Google, Alibaba, Squarespace, Micron, Oracle, and Digital Core Reit in Focus

Join Michelle Martin as she guides you through markets! Asia-Pacific markets are trading mixed, with Sydney up while Tokyo and Seoul show little movement. Hosted by Michelle Martin with Dividend Titan...

10 Sep 202421min

Money and Me: Gen AI is changing the demands of leadership. How can you take control?

Money and Me: Gen AI is changing the demands of leadership. How can you take control?

Hosted by Michelle Martin, this episode features Professor David De Cremer, a world-leading behavioral scientist and author of The AI Savvy Leader. They discuss his bestselling book, which highlights ...

9 Sep 202420min

Market View: OCBC, UOB, DBS, CapitaLand Ascott Trust, Tuan Sing Holdings, Tai Sin Electric, ValueMax, Palantir, Dell, Erie Indemnity, American Airlines, Etsy, Bio-Rad Laboratories, GameStop, Life Time, Food Empire, 99 Speed Mart, Jardine Cycle & Carriage, DFI Retail, Hong Kong Land

Market View: OCBC, UOB, DBS, CapitaLand Ascott Trust, Tuan Sing Holdings, Tai Sin Electric, ValueMax, Palantir, Dell, Erie Indemnity, American Airlines, Etsy, Bio-Rad Laboratories, GameStop, Life Time, Food Empire, 99 Speed Mart, Jardine Cycle & Carriage, DFI Retail, Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with guest Willie Keng, author of Dividend Titan finance blog; both discuss OCBC’s and UOB’s share buybacks, and why DBS is absen...

9 Sep 202420min

Money and Me: Why are ETF's attracting Singapore investors and which do they like?

Money and Me: Why are ETF's attracting Singapore investors and which do they like?

Michelle Martin is joined by Jermyn Wong, Head of Intermediary South East Asia at State Street Global Advisors, to explore the findings of the State Street Global ETF Impact Survey. They discuss why 6...

6 Sep 202412min

Market View: JPMorgan, Country Garden, LVMH, Midea, Qualcomm, Samsung, Google, Apple, Honor, Foxconn

Market View: JPMorgan, Country Garden, LVMH, Midea, Qualcomm, Samsung, Google, Apple, Honor, Foxconn

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into JPMorgan’s downgrade of Chinese stocks, Country Garden’s struggles, and LVMH’s luxury slowdown in...

6 Sep 202422min

Money and Me: Nvidia’s Historic Decline, ISM PMI, and the Global Market Outlook

Money and Me: Nvidia’s Historic Decline, ISM PMI, and the Global Market Outlook

Hosted by Michelle Martin, this episode dives into the recent U.S. stock slump, Michelle is joined by Arun Pai from Monk’s Hill Ventures to explore the impact of the latest ISM Manufacturing PMI, Nvid...

5 Sep 20248min

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