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: AI’s Investment Revolution

Money and Me: AI’s Investment Revolution

Hosted by Michelle Martin, this episode explores the emerging role of AI in wealth management. According to the white paper, "Alpha Intelligence: The Investment Fund of the Future," 18% of funds are a...

24 Feb 202519min

Market View: What is Warren Buffet still committed to in Japan? Up or Down : Standard Chartered, Bybit, SATS, Venture Corp, Haw Par? Also Singapore Land, City Developments, ST Engineering, Nvidia, Domino’s Pizza, Planet Fitness and an advancement in robotics

Market View: What is Warren Buffet still committed to in Japan? Up or Down : Standard Chartered, Bybit, SATS, Venture Corp, Haw Par? Also Singapore Land, City Developments, ST Engineering, Nvidia, Domino’s Pizza, Planet Fitness and an advancement in robotics

Join Michelle Martin on her tour of markets! Explore Asia-Pacific downturns and US market rebounds in today’s episode. Dive into Buffett’s strategic investments and unpack key director deals, earnings...

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Money and Me: How to get started investing in the UK housing market

Money and Me: How to get started investing in the UK housing market

No ADB on her second property, areas that are coming into "regeneration" and interest-only mortgages are part of the reason this investor has gone from 1 - 15 properties in the UK. While she first bou...

21 Feb 202525min

Scam Alert: Someone tried a scam on me

Scam Alert: Someone tried a scam on me

Michelle Martin shares how she avoided being scammed over the phone.See omnystudio.com/listener for privacy information.

21 Feb 20252min

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into Singapore Airlines’ record revenues and Genting Singapore’s profit slump. Discover Alibaba’s impr...

21 Feb 202525min

Money and Me: $600k or $1 million needed to retire?

Money and Me: $600k or $1 million needed to retire?

How much do you really need to be able to spend with ease when you retire? $600 thousand or $1 million dollars? What if the answer was much less? Michelle Martin speaks with Invest Editor at the Stra...

20 Feb 202518min

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, as both break down Asia-Pacific markets, which have been trading lower amid US tariff concerns. Dive into REIT W...

20 Feb 202525min

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

As markets hit record highs, should investors buy now or wait for a pullback? What do the historical numbers say about the probability of pullbacks? Are there ETF's that do well when markets reach ATH...

19 Feb 202525min

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