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: Alibaba, SoftBank, Nvidia, Honeywell, Red Cat, Unusual Machines, OCBC, DBS, Jardine Matheson, SATS, and Sony

Market View: Alibaba, SoftBank, Nvidia, Honeywell, Red Cat, Unusual Machines, OCBC, DBS, Jardine Matheson, SATS, and Sony

Join Michelle Martin on her tour of markets! Today Michelle and Ryan delve into Alibaba's $1 billion asset sale amid its strategic refocus, drone stock surges led by Red Cat and Unusual Machines, and ...

17 Dec 202421min

Money and Me: Trump’s Second Term, Bitcoin, Tesla, AI, and Suntec REIT with Kenny Loh

Money and Me: Trump’s Second Term, Bitcoin, Tesla, AI, and Suntec REIT with Kenny Loh

Join Michelle Martin on Money and Me! Michelle invites Kenny Loh, REIT Specialist and Independent Financial Advisor to unpack the implications of Donald Trump's re-election on markets, from Bitcoin's ...

16 Dec 202429min

Market View: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Market View: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest director deals involving Niks Professional, Tuan Sing Holdings, and DBS, alongsi...

16 Dec 202424min

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the largest ASX IPO in six years with DigiCo Infrastructure REIT. Discover what’s poweri...

13 Dec 202424min

Money and Me: A Dividend Investor looks at Bitcoin, NVIDIA, DBS, UOB, and OCBC

Money and Me: A Dividend Investor looks at Bitcoin, NVIDIA, DBS, UOB, and OCBC

When stocks hit record highs, how does an investor make choices? Bitcoin or NVIDIA? Singapore bank darlings or US dividend stocks? Join Michelle Martin on Money and Me as she delves into the key princ...

13 Dec 202424min

Money and Me: Becoming wealthy is easy, here are the steps. 

Money and Me: Becoming wealthy is easy, here are the steps. 

Are the chip wars heating up? Is China's monetary policy going to help it brace effectively for when Trump comes into power? Can the path to wealth really be simplified into 2 simple rules? Find out w...

12 Dec 202424min

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Join Michelle Martin on her solo tour of markets! Asia-Pacific markets are trading higher as US stocks rally, with Alphabet soaring and Microsoft taking a hit following GM's decision to exit robo-taxi...

12 Dec 202410min

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Join Michelle Martin on a special edition of Money and Me, with guest Alok Sama, the former insider at Softbank turned bestselling author of The Money Trap: Lost Illusions Inside the Tech Bubble. Alok...

11 Dec 202422min

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