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: Credit Suisse market turmoil, UK Truss' tax cut U-turn, Tesla, Rivian, Waymo, Apple, Porsche, US market rally

Market View: Credit Suisse market turmoil, UK Truss' tax cut U-turn, Tesla, Rivian, Waymo, Apple, Porsche, US market rally

Overnight, shares in the Swiss banking giant, Credit Suisse, plummeted 12% to an all-time low! What is leading to this dramatic shift in investors' confidence? And how are markets reacting to the news...

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Market View Minutes: Consolidation in the second-hand market?

Market View Minutes: Consolidation in the second-hand market?

It's an all cash deal that saw a pop of Poshmark shares. Michelle Martin takes a closer look at the 1.2 billion US dollar deal announced this morning — between a South Korean internet giant and a US e...

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Market View: Why REITs are falling from rising interest rates, Intel, Keppel Infrastructure Trust, CapitaLand Ascendas Reit, S-Reits with institutional inflows, Musk and Parag's messages

Market View: Why REITs are falling from rising interest rates, Intel, Keppel Infrastructure Trust, CapitaLand Ascendas Reit, S-Reits with institutional inflows, Musk and Parag's messages

Why are rising interest rates causing REITs to fall? And on the other hand, which REITs are attracting institutional inflows? Meanwhile, how might the release of the messages between Elon Musk and Twi...

3 Loka 202222min

Market View Minutes: China and India - Which stock market is performing better?

Market View Minutes: China and India - Which stock market is performing better?

Today in Market View Minutes we take a look at the stock markets of two of our biggest neighbours: China and India. Which one do you think is outperforming the other? Well, in terms of results for thi...

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Read: Meet the author of “House of Gucci” - Sara Gay Forden

Read: Meet the author of “House of Gucci” - Sara Gay Forden

On March 27, 1995, Mauricio Gucci was shot dead on the steps leading to his office in Milan, House of Gucci author, Sara Gay Forden was then working around the corner from Mauricio’s office. The estab...

3 Loka 202217min

Money and Me: Are we headed for a recession?

Money and Me: Are we headed for a recession?

According to a probability model run by Ned Davis Research, there is currently a 98.1% chance of a global recession. How true is that? Well today on Money and Me, Michelle Martin invites Swapnil Mishr...

30 Syys 202225min

Market View Minutes: In the red but why are these companies attracting attention?

Market View Minutes: In the red but why are these companies attracting attention?

When market sentiment is overwhelmingly bearish, it’s easy to feel gloomy. So, today, in Market View Minutes Michelle Martin looks at two stocks - both in the red recently - but which analysts say, pr...

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Market View: Nike earnings sentiments, Carmax craters, BoA downgrades Apple, Porsche, Singtel, ESR-Logos REIT, GBP, Singapore Property cooling measures

Market View: Nike earnings sentiments, Carmax craters, BoA downgrades Apple, Porsche, Singtel, ESR-Logos REIT, GBP, Singapore Property cooling measures

Nike reported its earnings and sales that topped expectations, but why aren't investors reciprocal to this news? Meanwhile, why did the Bank of America downgrade its call on Apple? Michelle Martin and...

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