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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As a Singaporean investor, navigating US taxes, demographics, migration patterns and interest rate cycles may seem daunting. Yet the US real estate attracts investors from all corners of the globe. Mi...

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Welcome to SIEWCast. In this episode, we explore how Geneco and YTL PowerSeraya are driving sustainability efforts and encouraging retail customers to support a greener future. Michelle Martin learns ...

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Host Michelle Martin says this may be the most important episode to help you plan your retirement successfully! This episode of Money and Me features Christopher Tan, CEO of Providend, as he shares ex...

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Market View: Nikkei, ASX, Kospi, Nasdaq, S&P 500, Dow, Bank of America, Citigroup, Goldman Sachs, United Airlines, Rio Tinto, UnitedHealth, Reliance Industries, HSBC, Target, Oracle, 3M, Biogen, Morgan Stanley, SiriusXM, Horizon Robotics, Allianz, Boeing, Sasseur REIT, Centurion, Thai Beverage, Yangzijiang Shipbuilding

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode dives into Asia-Pacific market gains led by Tokyo, Sydney, and Seoul, alongside record highs for...

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The US market is finally showing signs of broadening, with the S&P 500 and Dow Jones Industrial Average powered to new highs after US banks kicked off the 3Q earnings seasons on a record! What does th...

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The US Federal Reserve's first rate cut in 4 years is undoubtedly fueling the REIT sector with optimism, with many companies experiencing a huge jump in their share prices lately. And with expectation...

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