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: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Market View: Warren Buffett & Occidental Petroleum, SingPost, Oxley Holdings, Twitter, Lamborghini, Elon Musk brain chip deals

Does Warren Buffett's love for oil giant Occidental Petroleum point to a potential investment option for investors? And why is Elon Musk considering investing in Neuralink's rival brain chip company, ...

22 Aug 202220min

Market View Minutes: Which retail stock is expected to do well this earnings season?

Market View Minutes: Which retail stock is expected to do well this earnings season?

Retail stocks are once again in focus this week, as a number of big US brands report earnings. Which companies do you think are likely to do best — those that offer bargain-basement discounts — or ret...

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Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Money and Me: Can Hop App do for enrichment what Class Pass did for exercise classes?

Germaine Leonora Tan and Yisle Lim, Co-founder, Hop app give Michelle Martin a tour of their new subscription-based mobile app which gives parents and kids access to the galaxy of edutainment classes ...

22 Aug 202216min

Market View: Mixed signals in US retail US, China and Singapore markets outlook

Market View: Mixed signals in US retail US, China and Singapore markets outlook

We survey US markets, oil prices, energy companies and how markets are reacting to the Fed’s latest messaging indication that they likely would not consider pulling back on interest rate hikes until i...

18 Aug 202216min

Market View Minute: US retailers fall in profits could help these companies

Market View Minute: US retailers fall in profits could help these companies

The latest earnings report from the US big box store Target is giving investors pause. Target is reporting a huge drop in quarterly profits — down 90 percent — as the retailer has had to to sharply ma...

18 Aug 20222min

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Money and Me : Bitcoin, Ethererum, Crypto's correlation with US equities, What the Merge means for Ethereum & assets that could be impacted

Optimism hasn't been higher in the crypto market since early April according to Luno. Michelle Martin and Vijay Ayyar Vice President, Asia Pacific & Global Expansion, Luno discuss the crypto market se...

18 Aug 202216min

Influence :  Meet the CEO working on a vision of one helpline for all seniors in Singapore

Influence : Meet the CEO working on a vision of one helpline for all seniors in Singapore

She is prime mover for a national helpline meant to help seniors in real-timeMichelle Martin meets Vice-Chairman of ACES Care Ltd and Executive Chairman of Integrative Learning Corporation, Dr Tan Bee...

17 Aug 202218min

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Money and Me: Does the US stock market rally have legs? Why has the correlation between Bitcoin and Nasdaq weakened?

Will Bitcoin extend its recovery? What's next for China given the recent interest rate cuts? Will oil move lower? Will the US market extend its longest winning streak of the year? Tony Sycamore, Senio...

17 Aug 202214min

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