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)

Money and Me: How to move from financial security to independence and what keeps some back

Money and Me: How to move from financial security to independence and what keeps some back

Michelle Martin speaks with Christopher Tan, CEO, Providend to find out how to ascend the financial ladder and what holds some - even the millionaires - back.See omnystudio.com/listener for privacy in...

15 Nov 202317min

Money and Me: 44 thousand subscribers later, what has this YouTuber learnt about money?

Money and Me: 44 thousand subscribers later, what has this YouTuber learnt about money?

Relatable dad, financial consultant and YouTuber Josh Tan (aka The Astute Parent) puts together videos that tackle everything from why looking poor can help you gain financial freedom, if all Singapor...

14 Nov 202322min

Market View: Raffles Medical Share buyback, Hybe, ANZ, Boeing, Amazon, Wilmar, Dow's first bearish 'death cross' since March 2022

Market View: Raffles Medical Share buyback, Hybe, ANZ, Boeing, Amazon, Wilmar, Dow's first bearish 'death cross' since March 2022

On this episode of Market View, Michelle Martin and Ryan Huang breaks down Raffles Medical's latest share buyback program, what the Dow bearish 'death cross' and what to expect on the week ahead. See ...

14 Nov 202317min

Money and Me: Office space vs heartland malls? How can SREIT investors learn to assess a reit?

Money and Me: Office space vs heartland malls? How can SREIT investors learn to assess a reit?

Many of us would know that CapitaLand Integrated Commercial Trust is the first and largest Reit listed on SGX. But what you may not know is that that stock has underperformed the FTSE ST All-Share Rea...

10 Nov 202324min

Market View: Singtel, OCBC, Grab earnings, Apple, Nissan & Honda, Tesla, Centurion, First-class dinner menu from Titanic crash

Market View: Singtel, OCBC, Grab earnings, Apple, Nissan & Honda, Tesla, Centurion, First-class dinner menu from Titanic crash

On Market View, Michelle Martin and Ryan Huang unwrap the latest earnings from Singtel, Grab, OCBC and find out what are some of the biggest takeaways of their results. They also take a broader look a...

10 Nov 202320min

Money and Me: Is it time to stock up in November?

Money and Me: Is it time to stock up in November?

Optimism is flooding back into markets this month! In just the first few trading days, the S&P 500 and Nasdaq have clocked in a record string of gains in more than 2 years! So what’s boosting investor...

9 Nov 202325min

Investment Bites: When should you cash out your profits on a stock?

Investment Bites: When should you cash out your profits on a stock?

Selling a stock to limit your losses is important. But what about cashing out on your profits? Under what circumstance does it justify selling a stock? Dan Koh asks Willie Keng, Founder, Dividend Tita...

9 Nov 202311min

SIEWCast: Temasek on its commitment and approach to Asia's energy transition

SIEWCast: Temasek on its commitment and approach to Asia's energy transition

How does Temasek, as a generational investor, view its role in Asia’s energy transition? Michelle Martin is in conversation with Kyung-Ah Park, Head of ESG Investment Management and MD of Sustainabili...

9 Nov 202319min

Populært innen Business og økonomi

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