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(3754)

Read: Pukul Habis

Read: Pukul Habis

Michelle scours the Kinokuniya bestseller lists for books worth checking out in this edition of Read with Michelle Martin.See omnystudio.com/listener for privacy information.

15 Mai 20234min

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

Market View: SingPost, StarHub, Twitter, Alphabet, Emirates, Peloton, Foxconn, Gold Rush

What could SingPost first annual loss signal for domestic postal delivery? What’s powering StarHub’s rebound? What are investors talking about when they examine Emirates, Foxconn, Alphabet, Peloton, F...

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Money and Me: How to rethink retirement?

Money and Me: How to rethink retirement?

Why do so few Singaporeans have a retirement plan in place? How do the younger and older generations compare when it comes to retirement planning?  Michelle Martin speaks to Mark Czajkowski, Chief Mar...

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Market View: Google's latest AI plans, Apple now bigger than almost any global stock market, Microsoft to help you code, Disney, SIA, Twitter, Panasonic, Toyota, Roblox, Beyond Meat, ABN AMRO

Market View: Google's latest AI plans, Apple now bigger than almost any global stock market, Microsoft to help you code, Disney, SIA, Twitter, Panasonic, Toyota, Roblox, Beyond Meat, ABN AMRO

Google just announced their latest AI plans. Which stand out? Why is US inflation still above 2%? Disney is forecasting more streaming losses, what does this mean for the streaming wars? Why does Elon...

11 Mai 202323min

Money and Me: Finding it hard to save? Here’s how to build your wealth in challenging economic times.

Money and Me: Finding it hard to save? Here’s how to build your wealth in challenging economic times.

Michelle Martin speaks to academic Pearpilai Jutasompakorn from the Business, Communication and Design Cluster of the Singapore Institute of Technology, to find the smartest ways to save, invest and g...

11 Mai 202316min

Read : Four Thousand Weeks: Time Management for Mortals

Read : Four Thousand Weeks: Time Management for Mortals

Is your to-do list running your life? Are you tired of feeling constantly depleted? Michelle Martin finds a book that takes us beyond the myths of productivity to find a better way forward, given that...

11 Mai 20233min

Market View: OCBC earnings, Sembcorp, Aramco, Airbnb, Under Armour, Lendlease Global Reit, US debt ceiling, Fox, Twilio

Market View: OCBC earnings, Sembcorp, Aramco, Airbnb, Under Armour, Lendlease Global Reit, US debt ceiling, Fox, Twilio

What’s powering OCBC’s earnings? What makes Aramco’s soaring dividend unmatched? What happens to the dollar if the US debt ceiling isn’t raised? Michelle Martin unwraps these details with Ryan Huang.S...

10 Mai 202324min

Money and Me: What the possible slowing of interest rates hikes and a spectre of a short recession in the US means for investors in Singapore

Money and Me: What the possible slowing of interest rates hikes and a spectre of a short recession in the US means for investors in Singapore

Michelle Martin speaks to Cheng Chye Hsern, Head of Investment, Providend to find out what defensive positions can we take as investors to weather a possible recession and diversify in the next phase ...

10 Mai 202319min

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