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.

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Episoder(3743)

Money and Me: The Budget and investors evaluations of Singapore

Money and Me: The Budget and investors evaluations of Singapore

How do institutional investors view the Singapore market? The budget outlines a clear push in certain sectors; should investors take note? Michelle Martin finds out with James Ooi, Market Strategist, ...

28 Feb 202412min

Money and Me: What jobs are in demand in 2024?

Money and Me: What jobs are in demand in 2024?

Will AI take over our jobs? How can mid-career transitions be managed to maximise our salary asks? What are the in-demand roles for 2024 in Singapore? Michelle Martin takes a closer look at Randstad's...

28 Feb 202411min

Market View: Jardine Cycle & Carriage H2 earnings, UOL Group, CDL, OCBC, Alibaba, Li Auto, Sony Apple

Market View: Jardine Cycle & Carriage H2 earnings, UOL Group, CDL, OCBC, Alibaba, Li Auto, Sony Apple

What's driving Jardine Cycle & Carriage H2 earnings? How did UOL group secure a 364% leap in H2 profit? And why are CDL earnings down so sharply? Michelle Martin break down the details with Willie Ken...

28 Feb 202417min

Money and Me: The choice edition - options when indices like the SNP 500 and the Nikkei are soaring and a closer look at growing your CPF-OA funds

Money and Me: The choice edition - options when indices like the SNP 500 and the Nikkei are soaring and a closer look at growing your CPF-OA funds

What's driving stock markets from the US to Japan and if you wanted to invest in the indices, is Feb 2024 a good time to do so? And what are some ways to think of investing your CPF-OA given the recen...

27 Feb 202418min

Market View: Yangzijiang Shipbuilding vs Seatrium, Data centre S-REITs, Domino's Pizza, Asahi, Haw Par, SICC Environment, Berkshire Hathaway performance

Market View: Yangzijiang Shipbuilding vs Seatrium, Data centre S-REITs, Domino's Pizza, Asahi, Haw Par, SICC Environment, Berkshire Hathaway performance

What's the best and worst performing Singapore blue chip company? What's the outlook for data-centre S-REITs? And why is Berkshire Hathaway warning of no more 'eye-popping performance'? Michelle Marti...

27 Feb 202425min

Money and Me: Where are Singaporeans investing overseas?

Money and Me: Where are Singaporeans investing overseas?

Shawn Lee and Benny Ong from iQuadrant talk about key markets they have looked into and share why an exit strategy, occupancy yield, and an understanding of true rental rates are among their key crite...

26 Feb 202423min

Little Luxuries: The shortest way from where you are and where you want to get to is this class.

Little Luxuries: The shortest way from where you are and where you want to get to is this class.

Back in 1978, Harvard's Professor of Psychology Ellen Langer published research on the power of the word "because". Michelle Martin talks about the ideas powering her upcoming Masterclass.See omnystud...

26 Feb 20243min

Market View: Berkshire's trouble finding investable companies, Seatrium, Raffles Medical, Great Eastern, Struggling S-reits, Intuitive Machines, Allianz and Standard Chartered

Market View: Berkshire's trouble finding investable companies, Seatrium, Raffles Medical, Great Eastern, Struggling S-reits, Intuitive Machines, Allianz and Standard Chartered

Is Warren Buffet eyeing a market correction? Why is Berkshire Hathaway's eye-popping performance over? A closer look at Seatrium and Raffles Medical and Great Eastern's earnings and a survey of the la...

26 Feb 20249min

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