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: UOB 27% profit, Meta earnings outperforms, Xpeng, OUE C-Reit, Parkway Life Reit, Keppel Infrastructure Turst, Suntec REIT, Mapletree Industrial Trust, Keppel Pacific Oak US Reit, Coca-Cola, US Fed Meeting

Market View: UOB 27% profit, Meta earnings outperforms, Xpeng, OUE C-Reit, Parkway Life Reit, Keppel Infrastructure Turst, Suntec REIT, Mapletree Industrial Trust, Keppel Pacific Oak US Reit, Coca-Cola, US Fed Meeting

Earnings are back in focus! Today on Market View, Michelle Martin and Ryan Huang find out the extent of the impact of the Citigroup acquisition on UOB’s bottom line financial results, key highlights o...

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Money and Me: Why should investors understand the blockchain?

Money and Me: Why should investors understand the blockchain?

Imagine if you had taken a course in web technology before the internet boom; what might that have done for your career, or your ability to invest in tech as a theme? If blockchain will be the backbon...

26 Jul 202319min

Market View: Chinese equities, Alphabet, Microsoft, Keppel Reit, Snap, Unilever, General Motors, Chinese equities

Market View: Chinese equities, Alphabet, Microsoft, Keppel Reit, Snap, Unilever, General Motors, Chinese equities

What’s powering Alphabet’s strong performance? How is Microsoft’s cloud business doing?  What are the driving factors behind SIA Engineering’s Q1 net profit?  Michelle Martin unwraps these details wit...

26 Jul 202322min

Market View: China stocks tumble, BYD, Spotify, Keppel DC Reit, Domino’s Pizza, Far East Shopping Centre

Market View: China stocks tumble, BYD, Spotify, Keppel DC Reit, Domino’s Pizza, Far East Shopping Centre

How significant are China’s new measures to bolster the economy? Is bubble tea a good investment? What are the four biggest changes to the Nasdaq 100 from Monday’s special rebalancing? Michelle Martin...

25 Jul 202323min

Money and Me: What Climate Capitalism means for investor choices

Money and Me: What Climate Capitalism means for investor choices

How can the blend of business, science, and history provide the framework for ensuring that future generations can live in prosperity and that the wheels of progress don't falter? Michelle Martin spea...

25 Jul 202318min

Money and Me: What do you need to know before investing?

Money and Me: What do you need to know before investing?

We lift the curtain on what you need to know to about the investment industry to be your own advocate. What should you know and what questions should you be asking when considering Investment products...

24 Jul 202320min

Market View: Elon Musk, Barbie, Chat GPT, Dell, Mobileye Global

Market View: Elon Musk, Barbie, Chat GPT, Dell, Mobileye Global

Why is Elon Musk renaming Twitter? What could end  the US dollar’s resurgence? What’s driving the Pound’s decline? Is ChatGPT getting dumber? What are the top stocks to invest in for the week ahead? M...

24 Jul 202324min

Read: The Tao of Jeet Kune Do

Read: The Tao of Jeet Kune Do

Michelle Martin shares why you should read Bruce Lee even if you are not a martial artistSee omnystudio.com/listener for privacy information.

21 Jul 20234min

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