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)

Influence: How Kevin Kreider attained financial freedom after being $26,000 in debt

Influence: How Kevin Kreider attained financial freedom after being $26,000 in debt

He went from $26,000 in debt to a reality TV star making 6 figures. Today, Kevin Kreider is the Co-founder and producer of ALLS production, developing the Asian leading roles. Michelle Martin meets Ke...

19 Jan 202419min

Money and Me: Are zero-commission trades a lie?

Money and Me: Are zero-commission trades a lie?

Are zero commission trades too good to be true? How do brokerages make money if they’re waiving commissions. Michelle Martin speaks with Adam Reynolds, APAC CEO, Saxo to find out.See omnystudio.com/li...

19 Jan 202411min

Market View: Markets reaction to Red Sea & Middle East crisis, TSMC Earnings, Richemont, VinFast, Google, Amazon, Swiss Watches, Meta spends billions on Nvidia AI Chips

Market View: Markets reaction to Red Sea & Middle East crisis, TSMC Earnings, Richemont, VinFast, Google, Amazon, Swiss Watches, Meta spends billions on Nvidia AI Chips

How are markets reacting to the crises happening in the Red Sea and Middle East? What’s fuelling optimism in TSMC’s outlook for 2024? And why is Mark Zuckerberg spending billions of dollars on Nvidia ...

19 Jan 202420min

Money and Me: In a declining IR environment, is investing in the UK an attractive option?

Money and Me: In a declining IR environment, is investing in the UK an attractive option?

Michelle Martin and Daniel Sim, Founder of Born Poor Die Rich discuss approaches to making money work harder in today’s IR environment, how to achieve inflation beating yields and what the 6-12 month ...

18 Jan 202423min

Market View: Charles Schwab earnings result, 2 cybersecurity stocks to watch, Fujitsu, Airbus vs Boeing, Apple, AEM, Thomson Medical Group, China GDP numbers, China’s population

Market View: Charles Schwab earnings result, 2 cybersecurity stocks to watch, Fujitsu, Airbus vs Boeing, Apple, AEM, Thomson Medical Group, China GDP numbers, China’s population

Why did Charles Schwab’s stock drop after reporting its earnings result? What are 2 cybersecurity stocks to watch? And what’s China’s latest Q4 GDP numbers? Michelle Martin and Ryan Huang unpack it al...

18 Jan 202420min

2023 Emerging Enterprise Award Winner: ProfilePrint

2023 Emerging Enterprise Award Winner: ProfilePrint

ProfilePrint is a Singapore-based, AI-driven ingredient quality platform powered by a patented digital food identity-as-a-service technology. The company offers transformative solutions that seek to r...

17 Jan 202412min

Money and Me: 3 Singapore dividend stocks; from luxury, to infrastructure and recruitment

Money and Me: 3 Singapore dividend stocks; from luxury, to infrastructure and recruitment

How can one build a resilient and successful dividend portfolio? Find out with Michelle Martin as she speaks to Willie Keng, Founder, Dividend Titan about his 2024 guide. Both discuss key insights to ...

17 Jan 202426min

Market View: Synopsys acquires Ansys, Morgan Stanley and Goldman Sachs top estimates, Restaurant Brands, Vodafone, Wilmar International, Blackstone, Warren Buffett increasing stakes in 5 Japanese stocks

Market View: Synopsys acquires Ansys, Morgan Stanley and Goldman Sachs top estimates, Restaurant Brands, Vodafone, Wilmar International, Blackstone, Warren Buffett increasing stakes in 5 Japanese stocks

On today’s episode of Market View, Michelle Martin and Ryan Huang find out what’s driving Synopsys to acquire Ansys for $35 billion, what’s driving positive returns on US bank earnings, and the 5 Japa...

17 Jan 202421min

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