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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Temasek's biggest increase in China investments in five years raises a fascinating question: what is long-term capital seeing that others may be missing? Hosted by Michelle Martin, we unpack the Sing...

9 Juli 10min

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Michelle Martin's guest started her business after a health challenge when she faced the prospect of having to take medication to manage an autoimmune disease for life. That kicked off the start of he...

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Money and Me: Investors DEBATE - What Should Investors Buy, Avoid and Rethink Now?

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Has the first half of 2026 quietly rewritten the investing playbook? Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader ...

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Market View: Growing concerns of crowded positioning,  Samsung's Foldable Bet, SK Hynix's IPO Frenzy & Singapore Stocks to Watch

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Hosted by Michelle Martin, we unpack why AI stocks dragged global markets lower despite broader market resilience and what that signals for investors. We explore why the consumer discretionary sector ...

8 Juli 10min

Money and Me:  Which Billion-Dollar REIT Bets Will Pay Off?

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