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(3743)

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

Market View: Sea earnings, Apple $2 billion fine, TSMC, Elon Musk vs Jeff Bezos, Bitcoin, Reddit IPO

What’s driving Sea’s recent earnings? Why is Apple getting fined nearly $2 billion? And why are Reddit’s users threatening to bet against its IPO? Michelle Martin and Ryan Huang find out.See omnystudi...

5 Mar 202421min

Money and Me: Ladies, would you invest your CPF-OA funds?

Money and Me: Ladies, would you invest your CPF-OA funds?

What returns could you be looking at if you did invest your OA and SRS? What is the risk-return argument? Michelle Martin in conversation with So Sin Ting, CCO, Endowus to discuss why women in particu...

4 Mar 202418min

Market View: GRANOLAS vs Magnificent Seven, US Market Narrative, Raffles Medical, Wilmar International, ValueMax, Hasbro, Mattel, Super Micro, Viking Therapeurtics

Market View: GRANOLAS vs Magnificent Seven, US Market Narrative, Raffles Medical, Wilmar International, ValueMax, Hasbro, Mattel, Super Micro, Viking Therapeurtics

What’s the argument for investing in granolas? How do they compare to the Magnificent Seven? And what’s the current market narrative of US stocks? Michelle Martin and Ryan Huang unpack it all. See omn...

4 Mar 202422min

Money and Me: How much do you really need for your dream home?

Money and Me: How much do you really need for your dream home?

What is the lowest rate you can get refinancing your mortgage in today's IR environment? How can you find an property agent who will charge you half the usual commission rate?  Michelle Martin speaks ...

1 Mar 202414min

Money and Me: Saxo's Camilla Dahl Hansen on her journey as an investor

Money and Me: Saxo's Camilla Dahl Hansen on her journey as an investor

What actionable steps can be taken to empower women to move through their investing journey? How can parents encourage young girls to take charge of their money? Michelle Martin invites Camilla Dahl H...

1 Mar 202416min

Market View: Frasers Centrepoint Trust added to Straits Times, Emperador dropped, ComfortDelGro H2 Net profit, Weight Watchers International, Dell Technologies, Snowflake, IHH Healthcare, Cosco Shipping

Market View: Frasers Centrepoint Trust added to Straits Times, Emperador dropped, ComfortDelGro H2 Net profit, Weight Watchers International, Dell Technologies, Snowflake, IHH Healthcare, Cosco Shipping

Why was Emperador dropped from the blue chip index? What does Frasers Centrepoint Trust addition to the Straits Times Index mean for the company? And how should you be reading ComfortDelGro's latest e...

1 Mar 202418min

Money and Me: Zora Health and Anna Haotanto on the million dollar fundraise and an e-commerce model to help alleviate infertility

Money and Me: Zora Health and Anna Haotanto on the million dollar fundraise and an e-commerce model to help alleviate infertility

How can start-ups like Zora Health women in Singapore and around the globe, preserve the scarce asset of fertility? Michelle Martin finds out with Anna Haotanto, CEO and Founder, Zora Health.See omnys...

29 Feb 202419min

Market View: UOB Kay Hian, Far East Orchard, Centurion, Hong Leong Asia, ST Engineering, China's Country Garden, Air Asia, Hong Kong Taxes, South Korean babies, Constellation Energy

Market View: UOB Kay Hian, Far East Orchard, Centurion, Hong Leong Asia, ST Engineering, China's Country Garden, Air Asia, Hong Kong Taxes, South Korean babies, Constellation Energy

On Money and Me, Michelle Martin and Ryan Huang find out what's powering the stellar profits on several Singapore-listed companies, how China's Country Garden story might play out, and the latest on H...

29 Feb 202419min

Populært innen Business og økonomi

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