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: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Market View: Grab, Chope, ST Engineering, Dyna-Mac, CrowdStrike, Mattel, BYD, Porsche, Tesla, LVMH, and DFI Retail

Hosted by Michelle Martin with Ryan Huang. This episode covers Grab's acquisition of Chope and its entry into the restaurant reservation business. We delve into 'Brokers' Takes' on ST Engineering and ...

23 Juli 202423min

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Market View: Bank of America, CrowdStrike, Palo Alto Networks, Cloudflare, Sentinel One, Microsoft, Yoma Strategic, Thai Beverage, Meta, HELENS International, OUE, Yangzijiang Shipbuilding

Join us on Market View, hosted by Michelle Martin with Ryan Huang. We begin with the shocking announcement that US President Joe Biden will not seek re-election, endorsing Kamala Harris. Analysts spec...

22 Juli 202422min

Money and Me: Strategies for Women to Maximize Wealth through CPF

Money and Me: Strategies for Women to Maximize Wealth through CPF

Hosted by Michelle Martin, join us as we discuss how women can navigate financial challenges and build wealth through their CPF.  Pamela Chong, Associate Manager at Legacy FA, shares insights on how w...

22 Juli 202422min

Money and Me: Small Cap Surge could continue, 3 new CPFIS Funds, and Market Risks

Money and Me: Small Cap Surge could continue, 3 new CPFIS Funds, and Market Risks

Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investing at Providend, this episode delves into the recent performance of the Russell 2000 small cap index, which has surged 10% since J...

19 Juli 202423min

Market View: Netflix, YouTube, TSMC, Renault, Volvo, Ford, Abbott Laboratories, Amazon, SATS, Keppel, DBS, Jardine Matheson, SingTel, and Yangzijiang Shipbuilding

Market View: Netflix, YouTube, TSMC, Renault, Volvo, Ford, Abbott Laboratories, Amazon, SATS, Keppel, DBS, Jardine Matheson, SingTel, and Yangzijiang Shipbuilding

Join Michelle Martin in her daily comprehensive tour of market talking points with Ryan Huang. Today they delve into the latest market action. Asia-Pacific markets are trading lower, driven by overnig...

19 Juli 202420min

Money and Me: Making sense of the "Trump Trade"

Money and Me: Making sense of the "Trump Trade"

As Trump's economic platform comes into clearer view, how are investors making sense of the "Trump Trade?" Guest Willie Keng, Founder, Dividend Titan and Nirgunan Tiruchelvam, Head of Consumer and Int...

18 Juli 202421min

Market View: TSMC, AMD, ASML, Tokyo Electron, Nvidia, Kakao, SM Entertainment, Johnson & Johnson, United Airlines, Allianz, Adidas, Roche, SIA Engineering, Jardine Cycle & Carriage, Prime US REIT, Manulife US REIT, Keppel Pacific Oak REIT

Market View: TSMC, AMD, ASML, Tokyo Electron, Nvidia, Kakao, SM Entertainment, Johnson & Johnson, United Airlines, Allianz, Adidas, Roche, SIA Engineering, Jardine Cycle & Carriage, Prime US REIT, Manulife US REIT, Keppel Pacific Oak REIT

Michelle Martin compresses the key market talking points for you with Ryan Huang. We explore Asia-Pacific market sell-offs triggered by a decline in tech stocks, discuss the impact of US-China tension...

18 Juli 202420min

Money and Me : The Amazon Prime route to solving your legal disputes is here

Money and Me : The Amazon Prime route to solving your legal disputes is here

Who wants to save up to 50% of their legal costs? Michelle Martin and Justin Chan, Managing Partner of Justin Chan Chambers LLP discuss the changes to the Singapore legal landscape. Here's more of two...

17 Juli 202416min

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