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(3772)

Market View Minutes with Michelle: Two different companies, both with soaring share prices

Market View Minutes with Michelle: Two different companies, both with soaring share prices

Michelle Martin talks about two companies in very different sectors that are beating market expectations with their soaring share prices. Find out who they are in this edition of Market View Minutes. ...

25 Helmi 20222min

Market View: Ukraine crisis, oil, gold, US dollar, euro, SIA, ST Engineering, LS 2, Etsy, Beyond Meat, Alibaba, Bitcoin

Market View: Ukraine crisis, oil, gold, US dollar, euro, SIA, ST Engineering, LS 2, Etsy, Beyond Meat, Alibaba, Bitcoin

This week's final Market View sheds light on sanctions imposed on Russia following its incursion of Ukraine and what's prompted a stock market rebound in the hours since, plus reactions from oil, gold...

25 Helmi 202222min

Money & Me: Investor psychology and the Ukraine Crisis, companies to watch, sectors that are likely losers and a new narrative for safe haven assets?

Money & Me: Investor psychology and the Ukraine Crisis, companies to watch, sectors that are likely losers and a new narrative for safe haven assets?

Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss what the Ukraine crisis has investors mulling over versus acting on. They also discuss the potential future of wealth taxes in Singap...

24 Helmi 202224min

Market View Minutes with Michelle : How to invest in hydrogen production

Market View Minutes with Michelle : How to invest in hydrogen production

Goldman Sachs is betting on three companies that stand to benefit from the country's new green hydrogen policies. Why? We find out out with Michelle Martin.See omnystudio.com/listener for privacy inf...

24 Helmi 20222min

Market View: Hong Kong budget, surging wheat and soybean prices, MNACT merger, SATS, Sheng Siong, Singtel, ST Engineering, eBay, Meta

Market View: Hong Kong budget, surging wheat and soybean prices, MNACT merger, SATS, Sheng Siong, Singtel, ST Engineering, eBay, Meta

Tune in to Michelle Martin and Ryan Huang's analysis of Hong Kong's latest budget and the fading potential for Singapore to replace the city as Asia's premier financial hub. They take a look at market...

24 Helmi 202225min

Influence: Budget 2022 – Understanding Singapore’s carbon tax hike

Influence: Budget 2022 – Understanding Singapore’s carbon tax hike

Singapore will raise the carbon tax rate from the current $5 per tonne of emissions to between $50 and $80 by 2030, in a move that will help the Republic reach new, more ambitious climate goals. Mark ...

23 Helmi 20225min

Money and Me: Balancing your CPF funds for home and retirement

Money and Me: Balancing your CPF funds for home and retirement

More people who used their CPF to pay their housing loans were unable to fully refund the amount after selling their properties in 2020, compared with the previous two years. So how can we balance the...

23 Helmi 202218min

Market View Minutes with Michelle: Take a market correction in stride?

Market View Minutes with Michelle: Take a market correction in stride?

Markets are looking weak so far this year, but it's because they're going through a correction. It happens nearly every two years and is often driven by fear and speculation, not fundamentals. So how ...

23 Helmi 20223min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
sijoituspodi
rss-rahamania
inderespodi
herrasmieshakkerit
rss-h-asselmoilanen
rss-lahtijat
rss-startup-ministerio
io-techin-tekniikkapodcast
rss-vaikuttavan-opettajan-vierella
taloudellinen-mielenrauha
rss-uppoava-vn-laiva
rss-huomisen-talous
rss-myynnilla-on-asiaa-kert-kenner
rss-draivi