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: Tesla plunged 11%, Mapletree Logistics Trust, UOBKH, NIO, Chip Eng Seng, Southwest Airlines blizzard struggle, Russia's oil ban

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27 Joulu 202216min

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23 Joulu 202215min

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On today’s episode of Money and Me, Zia-ul Raushan dives into headlines regarding Elon Musk and China’s economy after its opening.  Arun Pai, Investments Team, Monks Hill Ventures weighs in to share m...

22 Joulu 202224min

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Tesla’s shares hit its new low, so where to from here for Elon Musk? And is a Santa Claus rally on the cards for traders? Tune in as Zia-ul Raushan and Ryan Huang take a deep dive into these issues an...

22 Joulu 202213min

Money and Me: Is there more to NFT than just an overhyped phenomenon?

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On today’s episode of Money and Me, Dan Koh and Zia-ul Raushan dive into the world of NFT. For those who aren’t familiar, NFT refers to non-fungible tokens, which are generally created using the same ...

21 Joulu 202221min

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Overnight on Wall Street, stocks snapped its four-day losing streak, putting a little wind back into hopes for an end-of-year rally. What drove the positive market sentiments? Find out with Dan Koh, Z...

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