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: Streaming Media wars, Twitter's poison pill, China's ban on live streaming of video games, earnings season in Singapore

Market View: Streaming Media wars, Twitter's poison pill, China's ban on live streaming of video games, earnings season in Singapore

What’s causing Netflix's subscriber loss and stock sell-off? And are Singapore aviation stocks finally back in favour? Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank b...

20 Apr 202219min

Market View Minutes: Is it a good time to invest in the 'Revenge travel” trend?

Market View Minutes: Is it a good time to invest in the 'Revenge travel” trend?

With air tickets booked to depart Singapore during the upcoming public holidays surging to 178 per cent of pre-Covid levels, is it a good time to jump on the investment bandwagon? Michelle Martin has ...

20 Apr 20222min

Money and Me: Leveraging your property for your retirement

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Home ownership is seen as key to nation-building in Singapore, making up the core of its public housing policy. But how can retirees unlock the value of their 999 year or freehold property while livin...

19 Apr 202223min

Read: Where Were You by Matthew Friedman

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Michelle Martin meets author Matthew Friedman, founder and CEO of The Mekong Club as they talk about his book Where Were You?: A Profile of Modern Slavery, which provides an up-to-date overview of hum...

19 Apr 202214min

Market View Minutes with Michelle: Impact of China's economic slowdown on Singapore, Up or down - BOA, UAL & Japanese Yen

Market View Minutes with Michelle: Impact of China's economic slowdown on Singapore, Up or down - BOA, UAL & Japanese Yen

Despite China's GDP 4.8% expansion, to what extent would their lockdowns weigh on the country's economic outlook? Michelle Martin finds out how China's economic slowdown is impacting Singapore, the la...

19 Apr 20227min

Influence: ETF overview

Influence: ETF overview

Have ETF’s been affected by demand for crypto and meme stocks? How are investors selecting and utilising ETF’s in their portfolios? Find out more as Michelle Martin speaks to Salim Ramji, Global Head ...

19 Apr 202211min

Little Luxuries : The 2021 movie worth splurging on

Little Luxuries : The 2021 movie worth splurging on

Michelle Martin tells you why this movie may help you look at grooming your little stars at home in a whole new way.See omnystudio.com/listener for privacy information.

18 Apr 20223min

Money and Me: What tightening monetary policy signals for investors and could mean for you

Money and Me: What tightening monetary policy signals for investors and could mean for you

Joining Michelle Martin is Cheng Chye Hearn, Head of Investment, Providend, who breaks down how the latest move by the MAS to combat inflation affects investors.See omnystudio.com/listener for privacy...

18 Apr 202217min

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