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: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

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Join Michelle Martin on her tour of markets! Michelle and Ryan explore the US Federal Reserve’s recent rate cut and its impact on stocks like Apple and ST Engineering. They also discuss major developm...

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Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

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Join Michelle Martin as she explores the ongoing rally in Singapore’s S-REIT sector and the impact of potential Fed rate cuts. Michelle with guest Kenny Loh, REIT Specialist and Independent Financial ...

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Welcome to SIEWCast, your premier source for energy insights. In this episode, we explore the pivotal role of liquefied natural gas (LNG) as a bridge fuel in the transition towards a net zero world.  ...

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Join Michelle Martin as she explores RealVantage and Paragon Capital’s latest venture into global real estate. Michelle and guests Keith Ong, Co-founder & CEO of RealVantage, and Paul Lee, Co-founder,...

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