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: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

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Money and Me: Gig Workers, CPF Changes, and Financial Planning

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21 Jan 202517min

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Asia-Pacific markets' bullish momentum, led by Sydney's ASX-200 and Seoul's KOSPI. Dive in...

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Money and Me: Son sues father for maintenance

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On what grounds can a child sue his parent for maintenance? When does financial support from a parent to a child end in the eyes of the law? We dive into the details with Justin Chan, Managing Partne...

20 Jan 202519min

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets rallying on Wall Street gains. Discover why TikTok's temporary shut...

20 Jan 202524min

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dissects corporate earnings, including Bank of America, Morgan Stanley, TSMC, and Richemont. Discov...

17 Jan 202520min

Money and Me: Will the US dollar stay strong? What could boost S-REIT's?  Are Singapore’s Local Banks likely still safe havens in 2025?

Money and Me: Will the US dollar stay strong? What could boost S-REIT's? Are Singapore’s Local Banks likely still safe havens in 2025?

Join Michelle Martin on Money and Me with Cheng Chye Hsern, Head of Investment at Providend. Explore what the strengthening USD means for Singapore’s economy and the stock market in 2025. Gain insight...

17 Jan 202522min

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Michelle Martin goes beyond the page of The Money Trap with bestselling author Alok Sama. The former President & CFO of SoftBank Group International describes a pivotal meeting with Masayoshi Son, re...

16 Jan 202525min

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