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: Sembmarine & Keppel O&M merger, Yangzijiang's SGX spin-off, reactions from Alphabet's earnings

Market View: Sembmarine & Keppel O&M merger, Yangzijiang's SGX spin-off, reactions from Alphabet's earnings

What is the new merger between Keppel Offshore & Marine and Sembcorp Marine going to look like? Why aren't Yangzijiang's leaders deterred from spinning off its investment arm despite the possibility o...

27 Huhti 202219min

Market View Minutes with Michelle Martin: Which bank stock is beating expectations?

Market View Minutes with Michelle Martin: Which bank stock is beating expectations?

HSBC and UBS, which one is beating expectations? Michelle Martin has it all.See omnystudio.com/listener for privacy information.

27 Huhti 20222min

Money and Me: Don't let high fees stand in your way of an MBA

Money and Me: Don't let high fees stand in your way of an MBA

Professor Ilian Mihov, Dean, INSEAD was once a student who caught sight of an advertisement for a scholarship for Bulgarian students to study in the US. He shares how he made it to a Princeton Phd on ...

27 Huhti 202220min

Money and Me: Pullback for SNP possible given deteriorating backdrop for US stocks.

Money and Me: Pullback for SNP possible given deteriorating backdrop for US stocks.

As investors prepare for major earnings reports this week Michelle Martin and Tony Sycamore, APAC Analyst, City Index discuss the odds of a market correction, reaction to the latest results of France'...

26 Huhti 202212min

Market View: Elon Musk seals US$44 billion Twitter deal, Coca-cola earnings beat Wall Street estimates, CSI 300 Index hits 2-year low

Market View: Elon Musk seals US$44 billion Twitter deal, Coca-cola earnings beat Wall Street estimates, CSI 300 Index hits 2-year low

Elon Musk's done it, he will be buying Twitter for US$44 billion! So what does this mean for the company moving forward? Michelle Martin and Ryan Huang tell us all about it.See omnystudio.com/listener...

26 Huhti 202225min

Market View Minutes with Michelle Martin: Which stocks stand to benefit from Twitter's privatization?

Market View Minutes with Michelle Martin: Which stocks stand to benefit from Twitter's privatization?

What could Twitter's privatization mean for other social media stocks? Michelle Martin finds out. See omnystudio.com/listener for privacy information.

26 Huhti 20222min

Market View: European markets react to Macron's victory, Earnings to watch, Elon Musk confronts Bill Gates

Market View: European markets react to Macron's victory, Earnings to watch, Elon Musk confronts Bill Gates

Michelle Martin and Ryan Huang explore the latest development following Macron's victory in his second presidential election, top corporate earnings to watch out for this week and Elon Musk's confront...

25 Huhti 202220min

Market View Minutes: It's official, call Jack Dorsey the 'Block Head'

Market View Minutes: It's official, call Jack Dorsey the 'Block Head'

Following in the footsteps of Musk, who crowned himself the Technoking of Tesla in 2021, Jack Dorsey's new title at Block is no longer CEO, but Block Head! Michelle Martin tells us more. See omnystudi...

25 Huhti 20222min

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