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(3757)

Market View: European stocks back in demand, BMW, Olam Group, Yangzijiang Shipbuilding, Boeing vs Airbus, SingPost

Market View: European stocks back in demand, BMW, Olam Group, Yangzijiang Shipbuilding, Boeing vs Airbus, SingPost

It looks like the tables have turned as Citigroup analysts are calling for "underweight" on U.S. equities on recession fears but were bullish on European stocks Why is that? And why is optimism return...

11 Tammi 202310min

Money and Me: Will we see a u-turn in China’s grip on tech firms?

Money and Me: Will we see a u-turn in China’s grip on tech firms?

Media reports say China is planning to relax restrictions or ease the “three red lines“ policy for its real estate sector. We’ve seen the easing of controls from chips to coal imports and Chinese inte...

10 Tammi 202319min

Market View: Market reaction to China reopening, World Precision Machinery, APAC Realty, Apple, Broadcom, MPACT, US Corporate earnings

Market View: Market reaction to China reopening, World Precision Machinery, APAC Realty, Apple, Broadcom, MPACT, US Corporate earnings

US corporate earnings are back in focus! What are some of Wall Street's expectations? Meanwhile, how are markets reacting to China's reopening? Michelle Martin takes a deep dive into these questions a...

10 Tammi 20239min

Money and Me: Are more dividends in 2023 possible?

Money and Me: Are more dividends in 2023 possible?

On this episode of Money and Me, Michelle Martin invites Willie Keng, Founder, Dividend Titan to discuss dividend stocks to watch spanning REITs, recruitment, food solutions and the newest addition to...

9 Tammi 202325min

Market View: New US House Speaker, Yangzijiang Shipbuilding, Costco, BioNTech, Singapore vs Hong Kong, LG OLED TV, Best World

Market View: New US House Speaker, Yangzijiang Shipbuilding, Costco, BioNTech, Singapore vs Hong Kong, LG OLED TV, Best World

Kevin McCarthy had just been elected as the US House Speaker! How might this decision affect markets? Meanwhile, which economy is likely to grow faster in the year ahead, is it Singapore or Hong Kong?...

9 Tammi 202313min

Money and Me: Money Lessons from a CEO for 2023

Money and Me: Money Lessons from a CEO for 2023

Where should you put your money this year, if investing in the stock market last year turned out to be disappointing? Michelle Martin asks Christopher Tan, CEO, Providend, as he shares his investment ...

6 Tammi 202314min

Market View: Walgreen Boots Alliance earnings, Geo Energy, Bed Bath & Beyond, Panasonic, Conagra, 2023 bullish case for oil, CES 2023

Market View: Walgreen Boots Alliance earnings, Geo Energy, Bed Bath & Beyond, Panasonic, Conagra, 2023 bullish case for oil, CES 2023

On today’s episode of Market View, Michelle Martin and Ryan Huang explore Walgreen Boots Alliances’ latest earnings report and why its shares are falling even after quarterly results exceeded expectat...

6 Tammi 202321min

Influence: Magnus Renfrew co-founder of ART SG

Influence: Magnus Renfrew co-founder of ART SG

Michelle Martin finds out what the highlights of an anticipated art fair in SEA, how technology is changing the art world and what is shaping up as trends for the art market for 2023 with Magnus Renfr...

5 Tammi 202315min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
ostan-asuntoja-podcast
juristipodi
pomojen-suusta
rss-seuraava-potilas
rss-lahtijat
rss-myyntikoulu
rss-draivi
taloudellinen-mielenrauha
leadcast
rahapuhetta
asuntoasiaa-paivakirjat
rss-startup-ministerio
rss-sisalto-kuntoon
oppimisen-psykologia
lakicast