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: Apple, Tesla, Nvidia, and Meta's Market Moves

Market View: Apple, Tesla, Nvidia, and Meta's Market Moves

Join Michelle Martin on her tour of markets! In today’s episode, she and Ryan Huang discuss the latest updates on Apple’s product launches, Tesla’s stock fluctuations, Nvidia’s AI-driven growth, and M...

1 Okt 202422min

Money and Me: How Amazing is Instarem's Amaze Card?

Money and Me: How Amazing is Instarem's Amaze Card?

Why pay 3.25% when you can pay 2% on foreign exchange fees? Customers like the idea of combining their Amaze card with their Mastercard credit cards for the additional rewards, but some banks have clo...

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Money and Me: China's stock market bounce and your investment needs

Money and Me: China's stock market bounce and your investment needs

While investors have been dazzled by China and Hong Kong's rally, we ask, ahead of China's national holiday, is there space for one more rally. And beyond a short-term bounce, is there reason to look ...

30 Sep 202423min

Market View: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

Market View: Raffles Medical, First REIT, Centurion Corp, Ho Bee Land, Goodland Group, Maersk, Union Pacific, RXO, CH Robinson Worldwide, Wilmar International, Adani Enterprises, Sheng Siong, Olam Group, Spotify, Yangzijiang Shipbuilding, SingTel, DFI Retail, Rizap

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers key market moves across Asia, including Raffles Medical Group’s director deals and First REI...

30 Sep 202422min

Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Money and Me: 6 core lessons on Money, Investing and Ideas on Purpose after a CEO's trip overseas

Join Michelle Martin as she delves into the financial insights of Chris Tan, CEO of Providend, who has just returned from his business trip across San Francisco, Dallas, and Austin. Is the grass at th...

27 Sep 202424min

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Market View: Bank of China, Industrial & Commercial Bank of China, Caterpillar, Alcoa, Freeport-McMoRan, Las Vegas Sands, Wynn Resorts, Structure Therapeutics, PDD Holdings, Full Truck Alliance, Google, Alphabet, Meta, Accenture, UniCredit, Commerzbank, BBVA, BNP Paribas, H&M, SK Hynix

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode explores China’s latest stimulus measures and their impact on companies like Bank of China, Cate...

27 Sep 202420min

Money and Me: The next big thing when investing overseas?

Money and Me: The next big thing when investing overseas?

Owner of 16 properties, with 13 in one particular part of the world, Germaine Chow, Co-founder, I Quadrant shares with Michelle Martin where she would look to and why she would not invest in what appe...

26 Sep 202423min

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Market View: Micron Technology, Meta, Applied Materials, Lam Research, CATL, Gotion High Tech, LG Energy, BYD, Panasonic, Samsung, Etihad, McDonald’s, Tesla, DFI Retail, Hong Kong Land, Yangzijiang Shipbuilding, Mapletree PanAsia Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's discussion covers Micron Technology's surprise earnings and Meta's AR glasses prototype. We also explore...

26 Sep 202423min

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