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: Mapletree Logistics Trust DPU jump, Prime US REIT, Microsoft, Intel, Alphabet, Netflix’s subscriber numbers explode

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Money and Me: She bought her first house at 19 and takes us to Money School

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Money and Me: Key themes driving markets in 2023

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Will inflation continue to be the theme that drives market movements this year? And is the bond market poised for a recovery in 2023? Michelle Martin asks Cheng Chye Hsern, Head of Investment, Provide...

19 Tammi 202313min

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Market View: US Tech layoff, US wholesale prices, Twitter, Bitcoin, Japanese Yen, UG Healthcare, US December retail sales

On today’s episode of Market View, Michelle Martin and Ryan Huang investigate the latest tech layoff scene over in the US, how markets are reacting to the the latest December retail sales data, and wh...

19 Tammi 202317min

Money and Me: ChatGPT takes a question, US Banks earnings, and what does Ryan Cohen want Alibaba to do?

Money and Me: ChatGPT takes a question, US Banks earnings, and what does Ryan Cohen want Alibaba to do?

As we head into 2023, are opportunities different in the stock market as compared to 2022? Do the latest US banks earnings results provide any indication of the overall health of the US economy? And w...

18 Tammi 202315min

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Why is the Singapore dollar the new short? What’s behind Goldman Sachs poor earnings performance? And what do we need to know about Elon Musks’ latest 2018 fraud trial? Don’t miss this episode of Mark...

18 Tammi 202320min

Money and Me: Besides tourism what other sectors stand to benefit from the return of the Chinese tourist in Singapore and the region?

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After 3 years of being cutoff from the rest of the world, airlines, hotels and even luxury business are now preparing themselves from the pent up demand from the reopening of China’s economy.  Michell...

17 Tammi 202310min

Market View: Morgan Stanley cuts USD forecast, Bitcoin rally, AEM, ComfortDelGro, iFast, SIA, EU response to declining natural gas prices

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Strategists over at Morgan Stanley have cut their year end forecast for the US Dollar! What does this mean for the greenback?    Also, what is boosting optimism over in the EU market? Join Michelle Ma...

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