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: POBC dealing with economic issues, US Tech bubble popping up, Gold safe havens, ASEAN bouncing back on COVID 19

Market View: POBC dealing with economic issues, US Tech bubble popping up, Gold safe havens, ASEAN bouncing back on COVID 19

Michelle Martin and Ryan Huang discuss about POBC proactive attempt in dealing with China's economic issues, big tech companies entering an age of uncertainty, and Gold's safe haven not playing out. T...

10 Maj 202221min

Money & Me: “Don’t lose money in future!” How to teach kids money savvy habits for life.

Money & Me: “Don’t lose money in future!” How to teach kids money savvy habits for life.

Michelle Martin speaks to Will Rainey, author of Grandpa's Fortune Fables and founder of Blue Tree Savings, about educating children to keep rather than lose money to scams, gambling and bad habits.Se...

10 Maj 202220min

Market View Minutes with Michelle: SIA engineering shares, Manulife US REIT unit price

Market View Minutes with Michelle: SIA engineering shares, Manulife US REIT unit price

Michelle Martin talks about DBS' move on downgrading SIA's stocks and Manulife's attempt on raising their rents.See omnystudio.com/listener for privacy information.

10 Maj 20222min

Money and Me : Can a powder shampoo save the earth and be a profitable brand?

Money and Me : Can a powder shampoo save the earth and be a profitable brand?

Can a powder shampoo save the earth and be a profitable brand? She's set up her own factory in Singapore to create the kind of shampoo that as an eco-warrior she thought was missing from the market. M...

9 Maj 202215min

Market View: Nio's Singapore listing, old and new properties making waves the local property market and why job growth in the US puts pressure on the Federal Reserve.

Market View: Nio's Singapore listing, old and new properties making waves the local property market and why job growth in the US puts pressure on the Federal Reserve.

What about Nio's listing is attracting investor attention? What does the Golden Mile complex sale indicate about Singapore's property market? What is on investor's radars after US stocks fell again la...

9 Maj 202218min

READ :  Freezing Order by Bill Browder

READ : Freezing Order by Bill Browder

He is under constant death threat but has constantly spoken up against Moscow's corrupt. This phenomenal non-fiction political thriller is the true story of the man who is proud to be the thorn in Vla...

6 Maj 202215min

Market View: Liberty Media Corp helping F1, Investment on Funko, China's economic data, Twitter's new investors

Market View: Liberty Media Corp helping F1, Investment on Funko, China's economic data, Twitter's new investors

Michelle Martin and Ryan Huang gives an overview on the investing market for well-known companies. They also discuss about Singapore's retail environment growth.See omnystudio.com/listener for privacy...

6 Maj 202218min

Market View Minutes with Michelle: A special solitaire game about stock exchanges

Market View Minutes with Michelle: A special solitaire game about stock exchanges

Are you a fan of UP and DOWN? Join as Michelle Martin talks about the different stock exchanges in the US market such as Intercontinental Exchange, Deliverr, Shopify, and Funko. See omnystudio.com/lis...

6 Maj 20223min

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