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.

Episoder(3739)

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

In Singapore, authorities have advised people not to touch or feed wild birds as a precaution against Avian Flu or H5N1. There have been no cases here so far. Australia however, has reported its first...

18 Jun 202412min

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Michelle Martin looks at why Asia-Pacific markets are trading higher this morning. In this special solo edition, Michelle dives into Hyundai's record share surge amidst its planned IPO of Hyundai Moto...

18 Jun 202414min

Money and Me: AI is causing a surge in this sector

Money and Me: AI is causing a surge in this sector

In today's episode of "Money and Me," with Michelle Martin, we delve into the evolving landscape of the utilities sector amid soaring AI-driven energy demand. Swapnil Mishra, Founder of WealthZen join...

14 Jun 202423min

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

In today's episode of "Market View,"  Michelle Martin and guest Willie Keng, Founder of Dividend Titan, dive into Tesla's $56 billion pay package for Elon Musk, approved despite opposition, and explor...

14 Jun 202422min

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Michelle Martin discusses the latest market movements, starting with asset sales by Mapletree Logistics Trust and Mandarin Oriental. She covers new IPOs including Raspberry Pi, Golden Goose, and anoth...

13 Jun 20249min

Money and Me: Where to invest in China today?

Money and Me: Where to invest in China today?

Amid the faltering confidence in China's market today, who is still buying China's equities and why? Beneath the tumultuous economic struggles, are there attractive opportunities to be found? Michelle...

12 Jun 202426min

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

Market View: Raspberry Pi & Golden Goose IPO, Oracle stock soars, Davidson upgrades Apple, Hyundai, GM, GameStop, WNBA, Chip stocks loses shine

What's the latest on European IPOs? Why are shares of Oracle up even as it reported underwhelming earnings results? And with Davidson upgrading its call on Apple, should you be buying the iPhone maker...

12 Jun 202423min

Money and Me: Beyond transactions and fraud, a look at Visa and AI

Money and Me: Beyond transactions and fraud, a look at Visa and AI

Michelle Martin invites Prateek Sanghi, SVP & Head of Visa Consulting & Analytics for Asia Pacific to give listeners an inside view of how Visa is innovating with AI, and driving AI adoption through p...

11 Jun 202420min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
pengepodden-2
utbytte
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
stormkast-med-valebrokk-stordalen
okonomiamatorene
rss-heftye-moter-flinke-folk
rss-markedspuls-2
rss-fa-makro