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)

Market View: HSBC, Uber, Indofood Ari H1 profit falls, Japan’s MUFG profit jump, Caterpillar stellar earnings, Merck, Pfizer, Yum China, Starbucks, AMD, Fitch downgrades US credit rating

Market View: HSBC, Uber, Indofood Ari H1 profit falls, Japan’s MUFG profit jump, Caterpillar stellar earnings, Merck, Pfizer, Yum China, Starbucks, AMD, Fitch downgrades US credit rating

What were some of the biggest takeaways coming out of the recent earnings season? And why is Fitch downgrading its US credit rating? Find out with Michelle Martin and Ryan Huang. See omnystudio.com/li...

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Money and Me: How financial institutions are dealing with this undefined risk on their books

Money and Me: How financial institutions are dealing with this undefined risk on their books

According to an Intensel White Paper on Climate Risk and Financial Value-at-Risk, flooding could cause up to 62% of total portfolio loss in Asia, by 2050. With that in mind, how should banks and finan...

2 Aug 202321min

Money and Me: What do 4 bull runs tell us about where cryptocurrency prices could be headed?

Money and Me: What do 4 bull runs tell us about where cryptocurrency prices could be headed?

To date, there have been four crypto bull runs, each precipitated by different drivers. How can understanding the history of crypto help investors make sense of when the next bull run could take off? ...

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Market View: CapitaLand Ascendas REIT H1 DPU, MPACT lowers DPU, Japfa earnings loss, Raffles Medical H1 Profit, Amazon, Ford, Heineken, Manchester United, China’s attempt to address economic slump, Nio rallies

Market View: CapitaLand Ascendas REIT H1 DPU, MPACT lowers DPU, Japfa earnings loss, Raffles Medical H1 Profit, Amazon, Ford, Heineken, Manchester United, China’s attempt to address economic slump, Nio rallies

Today on Market View, Michelle Martin and Ryan Huang review the latest Singapore companies’ earnings results, what key information investors should know about these numbers, and how China is addressin...

1 Aug 202318min

Market View: Jardine Matheson earnings review, Apple & A.I., Hermes, Royal Caribbean Cruises, Procter & Gamble, Sabana Reit, Revival of hope from Big Tech earnings

Market View: Jardine Matheson earnings review, Apple & A.I., Hermes, Royal Caribbean Cruises, Procter & Gamble, Sabana Reit, Revival of hope from Big Tech earnings

What does the overall health of Jardine Matheson’s diverse holdings look like today? Are big tech earnings giving reason for hope? What are some key economic events you should be watching out for this...

31 Jul 202320min

Money and Me: Is embedded finance the next big thing?

Money and Me: Is embedded finance the next big thing?

The next wave of evolution in financing and payments is redefining the way we work with money. What does this mean for your business? On Money and Me, Michelle Martin invites Daniel Stuart-Smith, Chie...

28 Jul 202314min

Market View: SIA posts record profit, Keppel $3.6 billion profit, Mastercard, McDonald’s, Shell, CapitaLand China Trust, Digital Core Reit, No Signboard, US stocks and bonds slumps

Market View: SIA posts record profit, Keppel $3.6 billion profit, Mastercard, McDonald’s, Shell, CapitaLand China Trust, Digital Core Reit, No Signboard, US stocks and bonds slumps

Could Singapore Airlines future profits top 2022 record numbers? How is Keppel’s shift from conglomerate to global asset manager going? Why are US stocks and bonds stumbling on talk of a Bank of Japan...

28 Jul 202322min

Money and Me: Impact of China support on private businesses, AI effects on big tech earnings, Elon Musk rebrands Twitter

Money and Me: Impact of China support on private businesses, AI effects on big tech earnings, Elon Musk rebrands Twitter

Could China's stepping up of support for private sectors lead to a rally of Chinese equities? What can we learn about the commercialisation of AI so far from Microsoft and Alphabet's earnings? And wha...

27 Jul 202322min

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