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: Influence of EU's natural gas cap on market prices, Can China save oil markets, Is Gold still a good hedge against inflation

Money and Me: Influence of EU's natural gas cap on market prices, Can China save oil markets, Is Gold still a good hedge against inflation

The European Union has agreed to limit natural gas prices in an effort to combat the energy crisis. But this begs the question, how might this policy have an impact on Europe's ability to attract gas ...

20 Joulu 202219min

Market View: Amazon loses pandemic gains, EU Energy price cap, ESR-Logos REIT, Keppel Land, CapitaLand Investment, Elon Musk on the way out?

Market View: Amazon loses pandemic gains, EU Energy price cap, ESR-Logos REIT, Keppel Land, CapitaLand Investment, Elon Musk on the way out?

On today's episode of Market View, Dan Koh, Zia-ul Raushan and Willie Keng, Founder of Dividend Titan speak find out why Amazon has slumped almost 50% this year alone and what the European Union energ...

20 Joulu 202224min

Money and Me: Why diversity and inclusivity is important for the success of the broadcast industry?

Money and Me: Why diversity and inclusivity is important for the success of the broadcast industry?

Diversity and inclusivity - Those are the 2 words that have gained traction over the years in the broadcast and entertainment industry thanks to the rapid expansion of OTT streaming services like Netf...

19 Joulu 202224min

Market View: What Fed rate hike means for SREITs, Keppel Corporation, SingPost, Hong Leong Asia, Goldman Sachs 8% layoff, Elon Musk’s poll

Market View: What Fed rate hike means for SREITs, Keppel Corporation, SingPost, Hong Leong Asia, Goldman Sachs 8% layoff, Elon Musk’s poll

How will the US Fed’s recent 50 basis points rate affect REITs here in Singapore? And what does Goldman Sach’s recent announcement of a 8% layoff suggest about the current economic environment that we...

19 Joulu 202222min

Money and Me: 5 Financial resolutions to kickstart 2023!

Money and Me: 5 Financial resolutions to kickstart 2023!

With the new year looming large, what resolutions do you have on your list? Well, on today’s episode of Money and Me, Dan Koh and Zia-ul Raushan speak to Nicole Ng, Head of Learning and Partnerships, ...

16 Joulu 202225min

Market View: US Retail data falls, ECB raises interest rates, Chip Seng Eng, City Limited Developments, Aspen Glove, Singapore exports fall

Market View: US Retail data falls, ECB raises interest rates, Chip Seng Eng, City Limited Developments, Aspen Glove, Singapore exports fall

Stocks on Wall Street extended their sell off after new data showed retails declined more than expected in November. Join in the conversation with Dan Koh and Zia-ul Raushan as they discuss the market...

16 Joulu 202215min

Market View: US Fed 50 basis point hike, Tesla’s cheap valuations, Keppel Corporation, Top Glove, CDL Hospitality Trust, Samudera Shipping line, HSBC goes green

Market View: US Fed 50 basis point hike, Tesla’s cheap valuations, Keppel Corporation, Top Glove, CDL Hospitality Trust, Samudera Shipping line, HSBC goes green

It’s finally official! The US Federal Reserve has raised its benchmark interest rate by 50 basis point, breaking a string of four straight three quarter basis point hikes. But why are markets reacting...

15 Joulu 202214min

Money and Me: Growth opportunities in Ophthalmology investments

Money and Me: Growth opportunities in Ophthalmology investments

Did you know, it is predicted that myopia alone will impact nearly half the global population by 2050? With that in mind, Zhaoke Ophthalmology has developed a new innovative drug, NVK002, that seeks t...

14 Joulu 202219min

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