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(3741)

Market View : Upside potential of UPS, NASDAQ, Arcos Dorados, Reddit, the 5 companies it is easier to now buy on the Singapore Stock Exchange

Market View : Upside potential of UPS, NASDAQ, Arcos Dorados, Reddit, the 5 companies it is easier to now buy on the Singapore Stock Exchange

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With strong gains from mega technology companies pushing the main US equity benchmarks to record highs, does this reflect a tech bubble like the one in 1999? What is the likely direction of the US Fed...

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Market View: The Dali crashing into a Baltimore Bridge, Wegovy, Saxenda, Eli Lilly, Alibaba, McCormick, Lum Chang, The worst performer on the STI

Supply chains, weight loss drugs, who is the chipmaker who is doing better than NVIDIA? Why is BYD's profit growth slowing? And will it increasingly become more expensive to drink that hot chocolate? ...

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Money and Me: How to trade and not gamble in today's stock market

Money and Me: How to trade and not gamble in today's stock market

The casino resides in many homes today - That's according to Warren Buffett, who recently compared today’s stock market to a casino, with investors buying and selling rapidly in the hopes of winning b...

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Market View: Xiaomi manufactures EV, Xpeng flying drone car, ComfortDelGro, Novo Nordisk, UOB, Swiber, Boeing CEO Dave Calhoun steps down, Truck and Rail strategy heating up

Market View: Xiaomi manufactures EV, Xpeng flying drone car, ComfortDelGro, Novo Nordisk, UOB, Swiber, Boeing CEO Dave Calhoun steps down, Truck and Rail strategy heating up

Would Xiaomi give more established car brands a run for their money? Who is likely to succeed Boeing ex-CEO Dave Calhoun? And what do you need to know about the trucking and rail strategy that's heati...

26 Mar 202423min

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To what extent are China's concerted efforts to encourage foreign investment being checked by tensions with the US? Is China the undeniable leader in the sector dealing with the green transition goods...

25 Mar 202421min

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