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(3763)

Market View: India stocks expecting a rebound, End of Hong Kong's dry spell for IPOs, Boeing, Kellogg, Credit Suisse

Market View: India stocks expecting a rebound, End of Hong Kong's dry spell for IPOs, Boeing, Kellogg, Credit Suisse

Why are analysts bullish about Indian stocks now? And what can we expect from the big China deals that is set to end Hong Kong's dry spell for IPOs? Michelle Martin and Ryan Huang have the answers. Th...

5 Heinä 202217min

Market View: Local share buybacks, Shimao fails to pay $1 Billion Bond, Voyager Digital Halt, Meta, Tesla

Market View: Local share buybacks, Shimao fails to pay $1 Billion Bond, Voyager Digital Halt, Meta, Tesla

Michelle Martin and Ryan Huang discuss share buybacks by OCBC, Willmar and United Hampshire US REIT, and what this means for the companies and the prospects for REITs and the retail tech industry more...

4 Heinä 202221min

Market View Minutes:  Chili crab or employee uniforms?

Market View Minutes:  Chili crab or employee uniforms?

It might seem like an odd choice, but in today’s Market View Minutes, we look at 2 companies, one here in Singapore, another in the US, one which is famous for — yes, you got it, chili crab! — and ano...

4 Heinä 20222min

Money and Me: Strategies in a confused market

Money and Me: Strategies in a confused market

What are efficient strategies in a confused market? Is another 10% percent drop warranted? When equities are beaten down, how do investors position for the future? Are there recession "star" sectors i...

4 Heinä 202217min

Market View Minutes: Chinese stocks as Hong Kong celebrates

Market View Minutes: Chinese stocks as Hong Kong celebrates

Twenty-five years ago today, Prince Charles set sail from Hong Kong’s Victoria Harbour, marking the end of more than a century and a half of British rule over the territory.  As China celebrates today...

1 Heinä 20222min

Market View: Hello Kitty Owner soars, Boom in Chinese Tech stocks, Micron's weak outlook, US inflation rates remain high

Market View: Hello Kitty Owner soars, Boom in Chinese Tech stocks, Micron's weak outlook, US inflation rates remain high

Michelle Martin and Ryan Huang discuss the apparent boom in various Chinese sectors. Sanrio, the owner of Hello Kitty, has enjoyed its best day on the stock market as it signs a license deal with Alib...

1 Heinä 202218min

Money & Me: Bouncing back from being $500k in debt to thriving digital marketing startup

Money & Me: Bouncing back from being $500k in debt to thriving digital marketing startup

Imagine your partner losing their life savings because of a financial scam, being forced to leave their job and the two of you are now stuck with half a million dollars in debt? Zoey Sin, Head of Oper...

1 Heinä 202220min

Influence: Raising a child prodigy

Influence: Raising a child prodigy

He’s just 10 and only learnt to read music last year but already has been invited to Carnegie Hall. Meet Mikkel Myer Lee a Singaporean pianist who has been wowing with his talent on the piano. Michell...

1 Heinä 202217min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
taloudellinen-mielenrauha
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-seuraava-potilas
rss-paasipodi
rss-draivi
rss-sisalto-kuntoon
rss-bisnespaiva
rss-myynnilla-on-asiaa-kert-kenner