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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Money and Me: How to Get into Medical School - The First Crucial Steps

Money and Me: How to Get into Medical School - The First Crucial Steps

Do you really need to be brilliant at maths and science in Primary School or is another foundational skill more important? What do those assessing medical school applications really look out for and h...

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Market View: DFI Retail, Macrovalue, Tesla, BYD, CK Hutchison, Xiaomi, Keppel DC REIT, ESR REIT, 23andMe, CapitaLand, Jardine Matheson, Yangzijiang Shipbuilding, Disney

Market View: DFI Retail, Macrovalue, Tesla, BYD, CK Hutchison, Xiaomi, Keppel DC REIT, ESR REIT, 23andMe, CapitaLand, Jardine Matheson, Yangzijiang Shipbuilding, Disney

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street's rally overnight. Hosted by Michelle Martin who speaks with Ryan Huang, this episode unpacks DFI ...

25 Mars 202524min

Market View: Hosen Group, Audience Analytics, Stoneweg European REIT, OCBC, CoreWeave, Nvidia, Microsoft, OpenAI, Boeing, Lockheed Martin, Meituan, Singapore Airlines, BYD, Yangzijiang Shipbuilding, Sembcorp Industries, ST Engineering, Meta

Market View: Hosen Group, Audience Analytics, Stoneweg European REIT, OCBC, CoreWeave, Nvidia, Microsoft, OpenAI, Boeing, Lockheed Martin, Meituan, Singapore Airlines, BYD, Yangzijiang Shipbuilding, Sembcorp Industries, ST Engineering, Meta

Join Michelle Martin on her tour of markets! This episode dives into director deals at Hosen Group, Audience Analytics, and Stoneweg European REIT. Michelle and Ryan explore CoreWeave’s high-stakes IP...

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Money and Me: Unlocking consistent returns in Singapore's competitive property landscape

Money and Me: Unlocking consistent returns in Singapore's competitive property landscape

HDB resale affordability is top of mind - are million-dollar flats the norm or the outliers? What could cash rich HDB upgraders move on to? What are your choices if you are looking at this moving pict...

24 Mars 202523min

Money and Me: Looking Inside Singaporeans Wallets

Money and Me: Looking Inside Singaporeans Wallets

Singaporeans are investing, but earning just 0.4% returns. Are we risk averse? With fixed income rates coming down, what are the risk-averse likely to look at? Plus Michelle Martin and her guest Tim P...

21 Mars 202526min

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Market View: US consumer chills on spending, FedEx, Nike, Micron, CK Hutchison, Pinduoduo, Tesla, Apple, Top Glove, ST Engineering, DFI Retail, Hongkong Land, Jardine Matheson, Wilmar, Golden Agri, OCBC

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with...

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Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Money and Me: Is the US at risk of a recession? CK Hutchison’s Panama Deal and investor trust in HK Conglomerates & is Manus AI’s China's next Deepseek moment?

Join the lively chat between Michelle Martin and Arun Pai, Investments Team, Monk’s Hill Ventures. Is the US economy as strong as advertised, or is a recession looming under Trump? Then, a deep dive ...

20 Mars 202523min

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Influence: Chocolate Finance has processed all withdrawal requests from first two days of the temporary halt on instant withdrawals

Founder & CEO Walter de Oude joins Michelle to discuss the state of customer requests, customer funds safety and what's been taken from this episode on strengthening customer sentiment.See omnystudio....

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