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: What’s changed with Integrated Shield Plans and what does this mean for possible cancer care?

Money and Me: What’s changed with Integrated Shield Plans and what does this mean for possible cancer care?

From 1st April 2023, several changes related to cancer treatments and cancer services replace the once “as charged” category. What are they and what does this mean for your pocketbook? What Michelle M...

3 Apr 202324min

Market View: OPEC+ surprise oil output cuts, McDonald’s Xpeng, Charles Schwab, UOL, OCBC, Twitter’s blue tick ultimatum, Nasdaq 100 quarterly rally, Inflows into global stocks

Market View: OPEC+ surprise oil output cuts, McDonald’s Xpeng, Charles Schwab, UOL, OCBC, Twitter’s blue tick ultimatum, Nasdaq 100 quarterly rally, Inflows into global stocks

What could OPEC’s surprise output cuts mean for inflation? What’s fueling the Nasdaq 100 quarterly rally? And will Elon Musk succeed in his second attempt to make users pay for Twitter Blue? Find out ...

3 Apr 202322min

Money and Me: Figuring out dividend stocks

Money and Me: Figuring out dividend stocks

Michelle Martin and Willie Keng, Founder, Dividend Titan discuss possible dividend picks for the month of March.See omnystudio.com/listener for privacy information.

31 Mars 202326min

Money and Me: Going past the marketing textbooks for start-ups

Money and Me: Going past the marketing textbooks for start-ups

On this episode of Money and Me, Michelle Martin is in conversation with Christina Lim, Author, Not a Marketing Textbook to discuss the roadmap to practical and actionable building building blocks for...

31 Mars 202321min

Market View: Mapletree Logistics Trust acquisition spree, Roku, China banks, First Mills, Shell, Sembcorp Marine Alibaba’s 1st spin-off, JD.com shares surge

Market View: Mapletree Logistics Trust acquisition spree, Roku, China banks, First Mills, Shell, Sembcorp Marine Alibaba’s 1st spin-off, JD.com shares surge

Mapletree Logistics Trust is on an acquisition spree! What would their expansion across the Asia-Pacific markets mean for the company going forward? Meanwhile, what can we expect from Alibaba’s $20 bi...

31 Mars 202323min

SIEWCast: Seeing the potential and funding the energy transition

SIEWCast: Seeing the potential and funding the energy transition

Transitioning from fossil fuels to alternative energy solutions will not happen overnight. In fact, according to the International Renewable Energy Agency or IRENA - over USD 24 trillion of global inv...

30 Mars 202313min

Market View: DBS digital disruption, ST Engineering, SIA Engineering, Second Chance Properties, Intel, Electronic Arts, Sergio Ermotti returns as UBS CEO, China’s CNOOC record 2022 profits, China Life profits slump

Market View: DBS digital disruption, ST Engineering, SIA Engineering, Second Chance Properties, Intel, Electronic Arts, Sergio Ermotti returns as UBS CEO, China’s CNOOC record 2022 profits, China Life profits slump

DBS is under fire! After a day-long outage, digital services of the local bank were finally restored last evening. But how much of an impact would this have on DBS’ reputation? Separately, with Sergio...

30 Mars 202319min

Money and Me: How to invest in US properties from Singapore

Money and Me: How to invest in US properties from Singapore

Investing in overseas properties can certainly be a profitable way of building wealth. But applying for a mortgage loan as a non-resident can make it difficult for you to enter the market.  Today on M...

29 Mars 202318min

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