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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Money and Me: Surviving a Narcissist

Money and Me: Surviving a Narcissist

Narcissists at work and in our private lives cost us our well-being. American clinical psychologist Dr Ramani Durvasula, Professor Emerita of Psychology at California State University Los Angeles disc...

16 Huhti 202420min

Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana Reit

Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana Reit

Market View: The Ringgit, Goldman Sachs, Charles Schwab, US markets, CATL, Tesla, Samsung, Salesforce, Sabana ReitSee omnystudio.com/listener for privacy information.

16 Huhti 20249min

Money and Me: 3 Dividend Singapore stocks that have performed well for a decade.

Money and Me: 3 Dividend Singapore stocks that have performed well for a decade.

A healthcare REIT, Singaporean fintech and, one of Singapore’s biggest companies make it to this edition of  Money and Me as Michelle Martin finds out how Willie Keng, Founder, Dividend Titan defines ...

15 Huhti 202424min

Market View: Earnings, Middle East, Cryptocurrency, Gold, Yen, Oil

Market View: Earnings, Middle East, Cryptocurrency, Gold, Yen, Oil

As companies begin to report 1st Quarter profits what can we see from banks JPMorgan Chase, Citigroup and Wells Fargo?  How is geopolitics impacting the overall market sentiment? Why has crypto taken ...

15 Huhti 202411min

Money and Me: The Investment Case - The MoneyHero Group

Money and Me: The Investment Case - The MoneyHero Group

They are on the MNY! Michelle Martin invites MoneyHero Group's newly appointed CEO Rohith Murthy to the conversation for would-be investors. Murthy outlines the Nasdaq-listed financial aggregator 's p...

12 Huhti 202423min

Market View: Meta debuts new AI chip, Amazon AI strategy, Morgan Stanley, US key economic data, Volkswagen, Delistings in Hong Kong, Rare Earth stocks

Market View: Meta debuts new AI chip, Amazon AI strategy, Morgan Stanley, US key economic data, Volkswagen, Delistings in Hong Kong, Rare Earth stocks

With a number of companies developing in-house chips today, how much of a threat does this pose to Nvidia’s business? What are some ways Amazon is using and investing in AI? And what’s the latest on t...

12 Huhti 202421min

Money and Me: Value stocks 2024 outlook, Food inflation, US interest rate cuts expectations, Growth in energy sector

Money and Me: Value stocks 2024 outlook, Food inflation, US interest rate cuts expectations, Growth in energy sector

Is it finally time for value stocks to shine after a mega run in growth stocks, fuelled by AI? Has the market changed its expectations around interest rate cuts by the Fed? And will the energy sector ...

11 Huhti 202417min

Money and Me: Former CEO of Mt. Gox Mark Karpeles on missing Bitcoin, Victim restitution, FTX, and the Halving event.

Money and Me: Former CEO of Mt. Gox Mark Karpeles on missing Bitcoin, Victim restitution, FTX, and the Halving event.

He is the man at the centre of one of the biggest bankruptcy scandals involving Bitcoin. In 2015, CEO Mark Karpeles was arrested by Japanese authorities on charges of embezzlement and aggravated breac...

11 Huhti 202433min

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