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: Xiaomi manufactures EV, Xpeng flying drone car, ComfortDelGro, Novo Nordisk, UOB, Swiber, Boeing CEO Dave Calhoun steps down, Truck and Rail strategy heating up

Market View: Xiaomi manufactures EV, Xpeng flying drone car, ComfortDelGro, Novo Nordisk, UOB, Swiber, Boeing CEO Dave Calhoun steps down, Truck and Rail strategy heating up

Would Xiaomi give more established car brands a run for their money? Who is likely to succeed Boeing ex-CEO Dave Calhoun? And what do you need to know about the trucking and rail strategy that's heati...

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Money and Me: What higher fences and larger yards mean for the investor looking to China

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To what extent are China's concerted efforts to encourage foreign investment being checked by tensions with the US? Is China the undeniable leader in the sector dealing with the green transition goods...

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Market View: Inflation in Asia Pac, The weight loss behemoths, Novo Nordisk, Eli Lilly, Amgen, the rise of US stocks, Sinopec, Didi Global, Meituan, Chinese stocks

Market View: Inflation in Asia Pac, The weight loss behemoths, Novo Nordisk, Eli Lilly, Amgen, the rise of US stocks, Sinopec, Didi Global, Meituan, Chinese stocks

What key indicators should we look out for with inflation in Asia Pac this week? Who is the heavyweight in the battle for the weight-loss drug market? Why have US stocks been up 30 % over the past mon...

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Money and Me: Building a dividend portfolio from scratch

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Can you really build a dividend portfolio from scratch regardless of whether markets are up or down? Michelle Martin finds out with her guest, Willie Keng, Founder of The Dividend Titan.See omnystudio...

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Market View: Apple's lawsuits, Reddit, Interest rate changes globally, CK Hutchison, UBS, Lululemon, Shake Shack

Market View: Apple's lawsuits, Reddit, Interest rate changes globally, CK Hutchison, UBS, Lululemon, Shake Shack

In this episode hear all about Apple's legal woes and it's potential impact on customers and the business, take a closer look at that Reddit IPO, tour the global interest rates moves with the UK, Swis...

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Money and Me: Apple and Google AI partnership, Should you ‘lend’ your stocks, Impact of BOJ’s rate hike

Money and Me: Apple and Google AI partnership, Should you ‘lend’ your stocks, Impact of BOJ’s rate hike

What does a potential AI collaboration between Apple and Google mean for both companies and competitors in the market? Is it wise for investors to engage in ‘stock lending’? And what do investors need...

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Market View: Pinduoduo Annual profits, Gucci, Micron, Astera Labs, US FOMC meeting key takeaways, Intel, Reddit, Boeing, Roche

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Are Pinduoduo’s numbers a sign of economic strength in China? Why is Kering’s Gucci warning of a $7.9 billion wipe off in market value? And what are the key takeaways of the latest US FOMC meeting? Fi...

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Money and Me: How Credit-Co-operative can help you with your financial health

Money and Me: How Credit-Co-operative can help you with your financial health

What is the unique role of credit co-operatives (co-ops) in today’s market-place driven financial set-up, and how can they help people with their finances and financial health? Michelle Martin invites...

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