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: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Michelle Martin leads with news that may have made investors leap for joy before the cold realisation that they could not profit from a glitch. Hear Michelle and Ryan discuss the New York Stock Exchan...

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Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Now that the SEC has paved the way for applications from various exchanges to list eight different ether funds, what does this mean for Eth and the wider crypto market? Does this mark a change in sent...

4 Jun 202421min

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Hosted by Michelle Martin with Ryan Huang; we begin this Monday morning with the world of director deals and institutional trades. Discover the latest insider activities at Jardine Cycle & Carriage an...

3 Jun 202421min

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Noted Sociologist Chua Beng Huat takes us beyond the pages of his latest book in this discussion on public housing, wealth transfer, changing aspirations and as a vehicle for social equity in this con...

3 Jun 202420min

Money and Me: This COO started investing at 22

Money and Me: This COO started investing at 22

Hosted by Michelle Martin with Jackson Ng, COO of Azimut Investment Management, this episode explores Jackson's personal investment journey and philosophy. Learn how to navigate the myriad of asset cl...

31 Mai 202426min

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Hosted by Michelle Martin with Ryan Huang, this episode explores the biggest themes impacting global markets, focusing on artificial intelligence and its demands on data centers. Discover Google's $2 ...

31 Mai 202423min

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Money and Me: Nvidia Stock Splits, The ominous Hindenburg Omen, Poor performance Singapore Tech Stocks

Hosted by Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode explores Nvidia's recent stock split announcement and its implications for investors. They...

30 Mai 202424min

Market View: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Market View: SATS, IHH Healthcare, Yoma Strategic, Straco, Valuetronics, Marathon Oil, ConocoPhillips, Anglo American, BHP, Disney, Salesforce, Abercrombie & Fitch, Dick's Sporting Goods, Chewy's, Tencent, BYD

Listen in as host Michelle Martin and Ryan Huang explore the contrasting fortunes of various companies. SATS reports a nearly 10-fold profit increase, while IHH Healthcare sees a 45% drop. Yoma Strate...

30 Mai 202420min

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