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(3739)

Money and Me: Record-Breaking HDB Flats, HDB Lease Infringements, and More

Money and Me: Record-Breaking HDB Flats, HDB Lease Infringements, and More

Michelle Martin speaks with her guest Germaine Chow, Co-founder of I Quadrant for this episode which explores the latest record-breaking HDB resale at Skyoasis @ Dawson; price tag? $1.73 million. We d...

26 Jul 202416min

Market View: Keppel DC REIT, Suntec REIT, CapitaLand Integrated Commercial Trust, AstraZeneca, Viking Therapeutics, Venture Corp, Grab, SK Hynix, Ford, Stellantis, LVMH, Kering, Hermes, Hasbro, Bank of America, CrowdStrike

Market View: Keppel DC REIT, Suntec REIT, CapitaLand Integrated Commercial Trust, AstraZeneca, Viking Therapeutics, Venture Corp, Grab, SK Hynix, Ford, Stellantis, LVMH, Kering, Hermes, Hasbro, Bank of America, CrowdStrike

In today’s Market View, hosted by Michelle Martin with Ryan Huang, we dive into a diverse range of sectors. We discuss earnings and challenges faced by REITs like Keppel DC REIT, Suntec REIT, and Capi...

26 Jul 202424min

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

True blue authentic Peranakan cuisine and a milo dinosaur so big it dwarfed her sight when she drank from it, Michelle Martin revels in the latest Peranakan buffet  to hit town. Find out why she gives...

25 Jul 20244min

Money and Me: Is Harris good for markets?  Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Money and Me: Is Harris good for markets? Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Join Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode delves into the unexpected announcement of US President Joe Biden dropping out of the president...

25 Jul 202425min

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Michelle Martin and Ryan Huang analyse market movements. We begin with a major shakeup in the NBA broadcasting world, with Warner Bros Discovery losing its long-standing contract, and Disney, NBC, and...

25 Jul 202425min

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

An accidental visit to a financial planning career booth at NTU’s Career Fair became the best decision of his life. Meet Jake Lim author of Stop. Buying Financial Policies: Cultivating Money Mindfulne...

24 Jul 202419min

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Join host Michelle Martin as she chats with Ryan Huang about a fresh slew of earnings announcements. Dozens of companies are reporting their numbers for the 2nd quarter of the year, including Google’s...

24 Jul 202420min

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Join Michelle Martin with guest Tim Phillips, founder of TimTalksMoney.com as both discuss the best cards to rack up miles when you spend in person overseas. How do you balance bank charges and the de...

23 Jul 202421min

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