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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Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

Money and Me: Twitter vs Threads showdown, The potential revival of Toyota EV

What does the copycat of Twitter, Threads, mean for the Musk-Meta showdown? Will Toyota’s lofty ambitions to half the size, cost and weight of its batteries for its electric vehicles be enough to revi...

21 Juli 202319min

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

Market View: MBS Q2 results, Grab Acquires Trans-cab, Truist Financial , Zion Bancorp, Johnson & Johnson, TResla, Ubisoft, FIFA, Changi Airport

On this episode of Market View, Michelle Martin and Ryan Huang takes a closer look at Marina Bay Sands' latest Q2 earnings results and Grab's acquisition of taxi company Trans-cab. They also analyse t...

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Today on Money and Me, Michelle Martin invites Kenny Loh, REIT Specialist and Independent Financial Advisor to look at a rising interest rate environment, debt refinancing, changing office space trend...

20 Juli 202323min

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Market View: Goldman Sachs earnings fall short, Sabana REIT review, ASML, NASDAQ, Oddity Tech, Keppel, Carvana, Tesla and Netflix earnings

Why did Goldman Sachs earnings fall short of expectations? Why are there “significant doubts” about Sabana REIT’s ability to continue as a going concern? And what are the latest US earnings results th...

20 Juli 202319min

Market View: Manulife US REIT drop in valuations, US Banks earnings review, Genting, Twitter, Microsoft, ComfortDelGro, US Dollar weakness

Market View: Manulife US REIT drop in valuations, US Banks earnings review, Genting, Twitter, Microsoft, ComfortDelGro, US Dollar weakness

Michelle Martin and Willie Keng, Founder, Dividend Titan analyse Manulife US REIT’s state of their business after news broke of a drop in their properties valuations, what stands out from the release ...

19 Juli 202318min

Money and Me: YOLO, FOMO and CI

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What should young people understand about being money-smart when choosing critical illness insurance plans? Why should you insure before you invest? Michelle Martin invites Pamela Chong, Associate Man...

19 Juli 202313min

Money and Me: Why more rate hikes if inflation is weakening?

Money and Me: Why more rate hikes if inflation is weakening?

With US inflation falling to its lowest annual rate in more than two years, can a July rate hike be prevented? Can the US Fed still bring inflation down without pushing the economy into a recession? A...

18 Juli 202324min

Market View: AstraZeneca Sanofi shots, HDFC, Richemont, Ford Motor, China Evergrande, SIA, JPMorgan cuts China’s growth forecast, Eli Lilly Alzheimer’s drug, Chewy vs Yelp

Market View: AstraZeneca Sanofi shots, HDFC, Richemont, Ford Motor, China Evergrande, SIA, JPMorgan cuts China’s growth forecast, Eli Lilly Alzheimer’s drug, Chewy vs Yelp

On Market View, Michelle Martin and Ryan Huang discuss the FDA’s recent approval of AstraZeneca’s Sanofi shot protecting infants, Eli Lilly’s Alzheimer’s drug, US Banks’ forecast of China’s economic g...

18 Juli 202317min

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