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: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

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A billion-dollar bet on the future of clean energy is taking shape on Jurong Island. PacificLight’s upcoming hydrogen-compatible power plant, the most efficient of its kind in Singapore, is set to com...

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Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Catch the latest on Berkshire Hathaway, DaVita, UMS Holdings, Acrophyte Hospitality Trust, Frasers Hospitality Trust, DFI Retail, Tenaga Nasional, Red Robin Gourmet Burgers, SATS, Broadcom, Lululemon,...

2 Juni 202522min

Money and Me: Where Are Global Property Titans Investing?

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Where are the world’s wealthiest parking their millions? Look no further than Dubai. Wealthy Asians are snapping up luxury properties in Dubai, now the world’s busiest market for homes over US$10 mill...

30 Maj 202522min

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Markets are wobbling and investors are watching—what’s moving the dial across Asia and beyond? From Vietnam’s tech giant FPT, to Hong Kong’s debt-laden New World Development, to tariff twists from Was...

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Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

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Can stress be managed before it becomes the silent killer of your potential? Bestselling author of You Can Win, Shiv Khera returns with Live While You're Alive, tackling stress with his signature clar...

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Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

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What happens when courts override presidents and investors exhale? Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk. Is Ch...

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