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(3748)

Market View: US Government shutdown, Meta’s Connect developer conference, Peloton, SpaceX, Oil prices, Singapore Industrial REITs, 2023 bear market rally survey

Market View: US Government shutdown, Meta’s Connect developer conference, Peloton, SpaceX, Oil prices, Singapore Industrial REITs, 2023 bear market rally survey

What are the repercussions of a US government shutdown, and what does it mean for us here in Asia? What were some of the highlights coming out of Meta’s Connect developer conference? Dan Koh and Willi...

28 Sep 202320min

Investment Bites: How diversified should your portfolio be?

Investment Bites: How diversified should your portfolio be?

When it comes to investing in the stock market, many of us would have heard of the saying, ‘Don’t put all your eggs into one basket’. In fact, given the current economic conditions, diversification ha...

28 Sep 202312min

Investment Bites: The stop loss strategy you need to know

Investment Bites: The stop loss strategy you need to know

We know how painful it can be to take an L. But as with any investments that we make, it is important to prevent our emotions from interfering with our financial decisions. So on today's Investment Bi...

27 Sep 202313min

Money and Me: Steps to planning a realistic travelling budget

Money and Me: Steps to planning a realistic travelling budget

Here’s the painful truth to planning a travelling budget: It.Never.Works… So how do we create a realistic budget without discounting our travelling experiences? Dan Koh speaks to Yu Mei Lay He, Senior...

27 Sep 202314min

Market View: US Home sales and consumer confidence fall, Tech stocks show signs of slump, Amazon and Google, Costco, Target, India’s stock market, OpenAI’s ChatGPT IPO valuation, Alibaba plans Cainiao public listing

Market View: US Home sales and consumer confidence fall, Tech stocks show signs of slump, Amazon and Google, Costco, Target, India’s stock market, OpenAI’s ChatGPT IPO valuation, Alibaba plans Cainiao public listing

On today’s episode of Market View, Dan Koh and Willie Keng, Founder, Dividend Titan, find out how US markets reacted to the fall in new home sales and consumer confidence, what investors’ sentiment on...

27 Sep 202322min

Money and Me: The proven strategy to unlocking creativity and cohesiveness in teams

Money and Me: The proven strategy to unlocking creativity and cohesiveness in teams

Amid the constantly shifting market landscape, competition and innovations, many good teams fail simply because the traditional team models fall short on what’s needed to work in the evolving environm...

26 Sep 202320min

Market View: The October market effect, Amazon, OpenAI’s ChatGPT, Nissan, Grab, Huawei High-profile launch event, China Evergrande Group crisis deepens, Picking the right brokerage invest on

Market View: The October market effect, Amazon, OpenAI’s ChatGPT, Nissan, Grab, Huawei High-profile launch event, China Evergrande Group crisis deepens, Picking the right brokerage invest on

What is the October effect and how can investors take advantage of buying opportunities amid this month of volatility? Can Huawei rise again to become one of China's top three in the last quarter of t...

26 Sep 202323min

Money and Me: What are outdated boomer money advice to ditch?

Money and Me: What are outdated boomer money advice to ditch?

While boomers are typically known to be fiscally conservative, and the majority are at least somewhat confident in managing their finances, maybe it's time we start talking about how relevant and appl...

25 Sep 202323min

Populært innen Business og økonomi

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