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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Read: Stolen Focus by Johann Hari

Read: Stolen Focus by Johann Hari

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Money and Me: US recession? China’s tech companies share buyback spree - who could follow, and Berkshire’s latest acquisition

Money and Me: US recession? China’s tech companies share buyback spree - who could follow, and Berkshire’s latest acquisition

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24 Mars 202223min

Market View Minutes with Michelle: What Wendy's has got going for growth and its share price

Market View Minutes with Michelle: What Wendy's has got going for growth and its share price

Michelle Martin reminisces Wendy's square burgers and chocolate frosty as she digests analyst’s takes on the fast food chain's promising growth and share price. See omnystudio.com/listener for privacy...

24 Mars 202220min

Market View: Singapore-Malaysia easing travel restrictions, oil prices surge again, crypto SPACs

Market View: Singapore-Malaysia easing travel restrictions, oil prices surge again, crypto SPACs

Today's Market View takes a look at market reactions to local government announcements in Singapore, including easing travel curbs across the causeway; the rollercoaster ride that oil prices have swun...

24 Mars 202220min

Market View: SPH, Cuscaden Peak, GameStop, Alibaba, Xiaomi, Alleghany, Lendlease, Nvidia, Apple

Market View: SPH, Cuscaden Peak, GameStop, Alibaba, Xiaomi, Alleghany, Lendlease, Nvidia, Apple

Join Michelle Martin and Ryan Huang as they break down the latest in the SPH takeover saga and why Ryan Cohen bought 100,000 more GameStop shares overnight. They also discuss Alibaba's share buyback m...

23 Mars 202215min

Market View Minutes with Michelle: A boost for agricultural stocks amid the Ukraine conflict

Market View Minutes with Michelle: A boost for agricultural stocks amid the Ukraine conflict

Michelle Martin shares some top stocks from the agricultural sector that investors can look at as prices of commodities like wheat are on the rise against the backdrop of the Ukraine war. See omnystud...

23 Mars 20222min

Money and Me: Navigating geopolitical risks to growth and long-term investments

Money and Me: Navigating geopolitical risks to growth and long-term investments

Michelle Martin discusses growth investing opportunities and where VP Bank’s convictions lie for 2022 with Thomas Rupf, CIO Asia & Head of Trading Execution, VP Bank Ltd Singapore Branch.See omnystudi...

23 Mars 20226min

Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Do you feel like you’re a slave to your job? What if you want to quit and have no savings? You might want to consider lighting a F.I.R.E., which stands for Financial Independence Retire Early. Michell...

22 Mars 202221min

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