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: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering 

Market View: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering 

With the US officially kicking off their election season, what do we understand about how markets are positioning themselves? And what are some areas of the market that can potentially move big on eit...

6 Nov 202415min

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Alethia Capital Equity Research. Both explore the implications of record-high gold prices for in...

5 Nov 202413min

Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land

Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode examines mixed trading in Asia-Pacific markets as Tokyo, Seoul, and Sydney react to local and globa...

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Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific market movements, analyzing institutional transactions in Beng Kuang Marine...

4 Nov 202423min

Money and Me: The low risk approach to investing when you don't have much to lose 

Money and Me: The low risk approach to investing when you don't have much to lose 

Join Michelle Martin on Money and Me with her guest Elijah Lee, Senior Financial Services Manager, Phillip Securities. This episode explores foundational investment strategies for anyone new to the id...

4 Nov 202425min

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

The short answer is yes but there are exceptional cases when nefarious intentions behind such divisions are detected. Get legal Insights on divorce and asset division as Michelle Martin speaks with le...

1 Nov 202421min

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they delve into Asia-Pacific markets' reaction to Wall Street’s overnight losses. Big Tech earnings take center ...

1 Nov 202423min

Market View: Alphabet, Reddit, AMD, Samsung, Hong Kong Land, HSBC, McDonald’s, Boeing, Daiwa, Sheng Siong, Aztech Global, SGX

Market View: Alphabet, Reddit, AMD, Samsung, Hong Kong Land, HSBC, McDonald’s, Boeing, Daiwa, Sheng Siong, Aztech Global, SGX

Join Michelle Martin on her tour of markets!  Drop in on the conversation. Today Michelle Martin and Ryan Huang discuss Alphabet's blowout earnings, Reddit's skyrocketing share price, and AMD's dip. A...

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