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)

Market View: Apple, Tesla, SpaceX, X, Southwest Airlines, Moderna, Oiltek, Will Smith, Yangzijiang Shipbuilding, Hong Kong Land

Market View: Apple, Tesla, SpaceX, X, Southwest Airlines, Moderna, Oiltek, Will Smith, Yangzijiang Shipbuilding, Hong Kong Land

Join Michelle Martin as she chats with Ryan Huang about Apple's Worldwide Developers Conference and the introduction of "Apple Intelligence," including a Siri makeover and a tie-up with ChatGPT. Why a...

11 Jun 202423min

Money and Me: Navigating Challenges for Mapletree REITs and REITs related to Changi Business Park

Money and Me: Navigating Challenges for Mapletree REITs and REITs related to Changi Business Park

Today, we delve into the outlook for Mapletree REITs amid challenging market conditions and leadership changes. We discuss the recent performance of Mapletree Logistics Trust and Mapletree Panasia Com...

10 Jun 202424min

Market View: City Developments, Centurion, Hiap Hoe, Hong Lai Huat, Stamford Land, Berkshire Hathaway, Occidental Petroleum, GameStop, Microsoft, Nvidia, Apple, Saudi Aramco, Luckin Coffee, Starbucks, UBS, Citigroup, DBS, OCBC, UOB

Market View: City Developments, Centurion, Hiap Hoe, Hong Lai Huat, Stamford Land, Berkshire Hathaway, Occidental Petroleum, GameStop, Microsoft, Nvidia, Apple, Saudi Aramco, Luckin Coffee, Starbucks, UBS, Citigroup, DBS, OCBC, UOB

Join Michelle Martin with Ryan Huang as they explore the world of director deals and institutional trades in the property sector. Both discuss notable trades by directors at City Developments, Centuri...

10 Jun 202426min

Money and Me: How you can get the most out of HDB's resale flat listing service

Money and Me: How you can get the most out of HDB's resale flat listing service

You don't have to pay to list to sell your flat and you can do so without an agent which means you could save on the agent's commission. What do you need to know as a buyer and seller about making the...

7 Jun 202422min

Market View: Changi Airport Group, Nio, Meituan, GameStop, Microsoft, Nvidia, SATS, Singapore Airlines, ST Engineering, Robinhood, Bitstamp, J.M. Smucker, Hostess Brands, Jasper Investments

Market View: Changi Airport Group, Nio, Meituan, GameStop, Microsoft, Nvidia, SATS, Singapore Airlines, ST Engineering, Robinhood, Bitstamp, J.M. Smucker, Hostess Brands, Jasper Investments

Michelle Martin and Ryan Huang as they dive into corporate earnings with a focus on Changi Airport Group, Nio, and Meituan. Discover how Changi Airport Group’s profits soared and why Nio's losses migh...

7 Jun 202423min

Money and Me: All my assets are locked in my flat, how can I think of wealth transfer?

Money and Me: All my assets are locked in my flat, how can I think of wealth transfer?

Broaden your mind! You have a lot more than you think when it comes to wealth transfer. Don't forget that overseas brokerage account needs to liquidated? Then there are the issues of pets and perhaps ...

6 Jun 202420min

Market View: Nvidia, Qualcomm, Intel, Lululemon, CrowdStrike, Changi Business Park, and Yangzijiang Financial

Market View: Nvidia, Qualcomm, Intel, Lululemon, CrowdStrike, Changi Business Park, and Yangzijiang Financial

Michelle Martin and Ryan Huang discuss how AI enthusiasm is propelling US stocks to new heights, with Nvidia leading the charge. They delve into Qualcomm and Intel's efforts to compete in the chip sec...

6 Jun 202420min

Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

What does this latest US job data suggest about the Federal Reserve's interest rate trajectory? Can stock pickers with a high-risk strategy beat the market benchmark? And despite a widely expected win...

5 Jun 202421min

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