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(3750)

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Money and Me: Should you include your pet in your will?

Money and Me: Should you include your pet in your will?

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Market View: UOL H1 profit falls, CDL 94.1% drop in profit, Ho Bee Land H1 loss, Genting Singapore vs Banyan Tree, Alibaba strong performance, Capri Holdings, Ralph Lauren, Maxeon Solar Technologies, Nanofilm

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Worries about China’s real estate sector are coming to the forefront again… Could Country Garden be a repeat of China Evergrande’s default? And with obesity drugs helping people eat less, which food c...

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Which 3 banks owned by Singapore’s sovereign wealth fund stand out?  Will UOB’s exclusive Taylor Swift ticket sales bump up their stock? Michelle Martin speaks to Tim Phillips, Head of Content & Inves...

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Market View: REITs, SIA, US Markets, OUE Saudi Aramco, Tesla, Palantir

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Money and Me: Where are interest rates going and what are the implication of Fitch downgrading US credit?

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