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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Influence: Michael Gilmore on financial inclusion

Influence: Michael Gilmore on financial inclusion

Michelle Martin finds out why Research Director of Albizia Capital Michael Gilmore has started the MAIAs, the Money Awareness and Inclusion Awards. How does he hope these awards can support global pl...

10 Mars 202217min

Money and Me: Understanding the nickel surge, where Europe stands on Russian oil and China’s potential IPO revival in the US

Money and Me: Understanding the nickel surge, where Europe stands on Russian oil and China’s potential IPO revival in the US

Michelle Martin gets Arun Pai, Chief Strategy Officer, FLOW to help investors understand the impact of the recent nickel surge, where Europe stands on Russian oil and how we could see a potential IPO ...

10 Mars 202224min

Market View: Oil and US stocks, who's saving China's Tsingshan, Amazon's stock split, CrowdStrike, Asana, Marqeta, Top Glove, Changi Airport Group, bitcoin

Market View: Oil and US stocks, who's saving China's Tsingshan, Amazon's stock split, CrowdStrike, Asana, Marqeta, Top Glove, Changi Airport Group, bitcoin

Who is rescuing Tsingshan from its nickel shorting woes? Find out from Michelle Martin and Ryan Huang, who discuss the possibility of a default for the world's largest nickel miner. They also take a l...

10 Mars 202216min

Market View Minutes with Michelle: Cybersecurity is good business

Market View Minutes with Michelle: Cybersecurity is good business

Michelle Martin explains why cybersecurity is good business for this company, which is expected to announce over $2 billion in earnings — the first time in its history to do so. See omnystudio.com/lis...

10 Mars 20222min

Money and Me: Gender-smart investing for positive business outcomes

Money and Me: Gender-smart investing for positive business outcomes

Ellen Martin, Chief Impact Officer at Circulate Capital tells Michelle Martin how emerging markets investment firm Circulate Capital is making an impact on empowering women economically through financ...

9 Mars 20229min

Market View: Nickel, Tsingshan, Vale, London Metal Exchange, Moscow bans exports, Zhenkunhang IPO, Alphabet buys Mandiant, HDB ethnic quota buyback scheme, Lego

Market View: Nickel, Tsingshan, Vale, London Metal Exchange, Moscow bans exports, Zhenkunhang IPO, Alphabet buys Mandiant, HDB ethnic quota buyback scheme, Lego

Join Michelle Martin and Ryan Huang as they break down news from the nickel market, and who stands to benefit from the current price surge. Also on the agenda: China lifting a homegrown company for an...

9 Mars 202218min

Market View Minutes with Michelle: Which companies have a good Free Cash Flow for a stock buy?

Market View Minutes with Michelle: Which companies have a good Free Cash Flow for a stock buy?

Goldman Sachs has highlighted an automaker and a shoemaker that have reported healthy free cash flows, which are a signal of a good stock buy. Michelle Martin dissects the two names. See omnystudio.co...

9 Mars 20222min

Read: The Stories Women Journalists Tell by Reta Lee

Read: The Stories Women Journalists Tell by Reta Lee

There's no better way to commemorate International Women's Day than with stories and narrated experiences told by women journalists around Asia. Michelle Martin reads Stories Women Journalists Tell by...

8 Mars 202212min

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