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.

Jaksot(3754)

Market View: Apple, AI, SGX, Adani Group, Qantas, Halcyon, Pasta prices on the rise

Market View: Apple, AI, SGX, Adani Group, Qantas, Halcyon, Pasta prices on the rise

Which sectors should investors be looking at to bank on AI’s development? Will Apple’s $3000 headset be successful? What is a Singapore Depositary Receipt and can anyone buy one? Michelle Martin unwra...

24 Touko 202322min

Market View: DBS, OCBC, S-REITS, Thai stocks, Adani, Meta, Ford Motors, China chip makers

Market View: DBS, OCBC, S-REITS, Thai stocks, Adani, Meta, Ford Motors, China chip makers

Why is India so important to DBS? Why is OCBC betting on Greater China? Are S-Reits on a buying spree? Why is India pulling the 2000 rupee note? Michelle Martin unwraps these details with Yeap Jun Ron...

23 Touko 202323min

Money and Me: S-Reits with an eye on dividends

Money and Me: S-Reits with an eye on dividends

Michelle Martin speaks to Willie Keng, Founder, Dividend Titan who shares what’s on his watch-list. They also discuss China labelling Micron a cybersecurity risk and what that could mean for Chinese a...

23 Touko 202324min

Money and Me: Do you need a rider for your IP to guard vs cancer costs?

Money and Me: Do you need a rider for your IP to guard vs cancer costs?

Some insurers are now offering additional coverage for cancer treatment and services through their rider policies. What are their implications for your long-term costs and care? Michelle Martin speaks...

22 Touko 202325min

Market View: US debt ceiling, Disney, Micron, Frencken Group, Gold, Oil, Concert boom

Market View: US debt ceiling, Disney, Micron, Frencken Group, Gold, Oil, Concert boom

How are financial institutions/banks preparing for a possible US default? What’s the current market narrative for Singapore stocks? Are concerts and events gearing up and who could benefit? Michelle M...

22 Touko 202324min

Money and Me:  Could 2023 be the year of fixed income?

Money and Me:  Could 2023 be the year of fixed income?

After a difficult 2022 does 2023 offer a fresh start for Asian fixed income investors? Michelle Martin speaks to Alvin Ong, Head of Fixed Income, Singapore, Manulife Investment Management to find out ...

19 Touko 202311min

Market View: Jardine Matheson, Grab, Alibaba, Walmart, Netflix, Meta, Ever Glory, Netlink

Market View: Jardine Matheson, Grab, Alibaba, Walmart, Netflix, Meta, Ever Glory, Netlink

Who is on the solid road to profitability? Michelle and Ryan discuss Jardine Matheson and Grab’s recent showings. Has the Grab sell off been overdone? How is the division of Alibaba into 6 business un...

19 Touko 202322min

Market View: Tencent, China stocks, US earnings, Sony, Siemens, Warren Buffett, Nvidea, Micron, Charge+

Market View: Tencent, China stocks, US earnings, Sony, Siemens, Warren Buffett, Nvidea, Micron, Charge+

What’s fuelling Tencent’s rapid performance? What’s driving US earnings? Why has Warren Buffett’s Berkshire Hathaway switched stakes in two banks? Michelle Martin unwraps these details with Ryan Huang...

18 Touko 202322min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
pomojen-suusta
rss-rahamania
ostan-asuntoja-podcast
juristipodi
rss-myyntikoulu
rss-seuraava-potilas
rss-draivi
sijoitusovi-podcast
rss-lahtijat
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
bakkari-tarinoita-tapahtumien-takahuoneista
lakicast
rss-h-asselmoilanen
rss-turha-edes-yrittaa