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(3745)

Money and Me: What will 100 thousand pounds buy you in the UK property market?

Money and Me: What will 100 thousand pounds buy you in the UK property market?

A Bali villa? An apartment in Thailand? An investment home in the UK? What are key property fundamentals you need to know to figure out your risks and potential returns? Michelle Martin finds out with...

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Market View: Wing Tai, Hock Lian Seng and Avarga share buybacks, Disney, JD.com, Pfizer, SGX, JPMorgan Chase positive earnings results, DBS & Citibank banking disruptions

Market View: Wing Tai, Hock Lian Seng and Avarga share buybacks, Disney, JD.com, Pfizer, SGX, JPMorgan Chase positive earnings results, DBS & Citibank banking disruptions

How is Wing Tai Holdings able to pay out more than its earnings? What’s powering JPMorgan Chase’s earnings? And what are the possible repercussions of DBS & Citibank’s recent banking service disruptio...

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Money and Me: Bear bond market, Structured products risks, Safe haven investments to watch

Money and Me: Bear bond market, Structured products risks, Safe haven investments to watch

What does a bear bond market mean for equities? What are the risks associated with structured products? And amid conflict in the Middle East, where or what could be a safe haven asset ? Michelle Marti...

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Market View: Delta Airlines shares fall despite surge in profit, China Everbright, Xiaomi, Walgreens stock rises, Aztech Global, Amazon, Netflix, Spotify, Singapore GDP data review, China state fund buys bank shares

Market View: Delta Airlines shares fall despite surge in profit, China Everbright, Xiaomi, Walgreens stock rises, Aztech Global, Amazon, Netflix, Spotify, Singapore GDP data review, China state fund buys bank shares

On today’s episode of Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan find out what’s pushing Delta Airlines shares lower despite an almost 60% jump in profits, the significance ...

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Money and Me: How a contrarian investor reads a sell-off

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Are we nearing the other side of the "higher-for-longer" narrative and what could this mean for the S-REITs sector? Michelle Martin speaks to Kenny Loh, REIT Specialist and Independent Financial Advis...

12 Okt 202319min

Market View: Huawei rivals Tesla, UBS ‘buy’ call on Rivian, TCS, Birkenstock, Sea Limited, Creative Technology, Smucker bond sale, Klarna AI tech impact on retailers

Market View: Huawei rivals Tesla, UBS ‘buy’ call on Rivian, TCS, Birkenstock, Sea Limited, Creative Technology, Smucker bond sale, Klarna AI tech impact on retailers

Today on Market View, Electric Vehicles (EVs) are in focus today! Michelle Martin and Ryan Huang find out how Huawei is heating up competition in the EV space and why Rivian’s stock is a buy for UBS. ...

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SIEWCast: Energy Market Authority on Singapore's progress meeting low-carbon electricity targets

SIEWCast: Energy Market Authority on Singapore's progress meeting low-carbon electricity targets

How far is Singapore from meeting its target of importing 4GW of low carbon electricity by 2035? Michelle Martin discusses Singapore's efforts to decarbonize energy supplies with Mr Ngiam Shih Chun th...

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Money and Me: How to grow your wealth with halal investing

Money and Me: How to grow your wealth with halal investing

What is Islamic investing and how would you know which investments are considered halal? Michelle Martin invites Muhammad Ridhwaan Radzi, CSAA, Managing Director of IFSG and RizqX as they explore some...

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