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.

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Episoder(3754)

Market View: Chegg plunges 48%, 3 market victims of ChatGPT, Ford, Marriott, AMD, Starbucks, Pfizer, CapitaLand Ascendas REIT, Singapore Savings Bonds, Hindenburg Research's next high profile target, Tesla hikes car prices

Market View: Chegg plunges 48%, 3 market victims of ChatGPT, Ford, Marriott, AMD, Starbucks, Pfizer, CapitaLand Ascendas REIT, Singapore Savings Bonds, Hindenburg Research's next high profile target, Tesla hikes car prices

On this episode of Market View, Dan Koh and Ryan Huang find out why shares of Chegg plunged 48% overnight, 3 other potential market victims of ChatGPT, Hindenburg Research's latest short-selling targe...

3 Mai 202319min

Market View: JP Morgan acquires First Republic, Charlie Munger's property market warning, Meta, Morgan Stanley, US Manufacturing sector, Mapletree Logistics Trust, Singapore's Market Cap, Shein under fire ahead of IPO, US government running out of cash

Market View: JP Morgan acquires First Republic, Charlie Munger's property market warning, Meta, Morgan Stanley, US Manufacturing sector, Mapletree Logistics Trust, Singapore's Market Cap, Shein under fire ahead of IPO, US government running out of cash

How crucial is JP Morgan's takeover of First Republic for markets and the economy? Why does Charlie Munger think a storm is brewing in the US commercial property market? Will the US government default...

2 Mai 202316min

Market View: US GDP Data, Amazon reports strong earnings, Cloudflare, Intel, Caterpillar, BYD, Mapletree Industrial Trust, Mapletree Pan Asia Commercial Trust, Snap & Pinterest disappointing results

Market View: US GDP Data, Amazon reports strong earnings, Cloudflare, Intel, Caterpillar, BYD, Mapletree Industrial Trust, Mapletree Pan Asia Commercial Trust, Snap & Pinterest disappointing results

On this episode of Market View, Dan Koh and Ryan Huang analyze the latest US GDP data, Snap and Pinterest's disappointing first quarter results, and find out what's overshadowing Amazon's stronger-tha...

28 Apr 202315min

Money and Me: What makes female cryptocurrency investors better than males?

Money and Me: What makes female cryptocurrency investors better than males?

According to the 2023 Independent Reserve Cryptocurrency Index, Singaporeans are still actively investing in crypto even despite a hit in confidence. The same report also found an increasing number of...

27 Apr 202318min

Market View: Meta's unexpected increase in sales, First Republic's 30% plunge, Bitcoin investors bullish, E-bay, Amazon, Mattel, Starhill Global REIT, UOB, Singapore 6 month T-bill, Singapore ABSD update, UK regulator blocks Microsoft acquisition of Activision Blizzard

Market View: Meta's unexpected increase in sales, First Republic's 30% plunge, Bitcoin investors bullish, E-bay, Amazon, Mattel, Starhill Global REIT, UOB, Singapore 6 month T-bill, Singapore ABSD update, UK regulator blocks Microsoft acquisition of Activision Blizzard

What's driving Meta's unexpected increase in sales for the first quarter of 2023? Why did shares of First Republic Bank plunge 30%? And what kind of impact will the UK competition regulator's move to ...

27 Apr 202318min

Money and Me: Why talk to young ones about tax?

Money and Me: Why talk to young ones about tax?

Financial conversations about adulting are sorely lacking. Here’s how to give your young one a heads-up on Singapore's tax system. Michelle Martin speaks with Match expert, Zhang Zheying, Co-founder, ...

26 Apr 202316min

Market View: Microsoft earnings beat, Google’s ad sales, PepsiCo, Spotify, ANA, Yangzijiang Shipbuilding, BYD overtakes Volkswagen, Hyundai Motor and GM earnings overview, Sabana REIT’s new units

Market View: Microsoft earnings beat, Google’s ad sales, PepsiCo, Spotify, ANA, Yangzijiang Shipbuilding, BYD overtakes Volkswagen, Hyundai Motor and GM earnings overview, Sabana REIT’s new units

Earnings season is back in full force! Michelle Martin and Ryan Huang investigate what’s fueling Microsoft’s stellar growth, how Google performed in its 1Q earnings results, and all you need to know a...

26 Apr 202317min

Influence: How is FutureGrail revolutionising the watch auction space

Influence: How is FutureGrail revolutionising the watch auction space

Michelle Martin meets oil trading firm founder, Beirut born Ali Nael, CEO, FutureGrail to discuss how he is bringing fractionalized auctions of investment-grade fine timepieces to Singapore.See omnyst...

25 Apr 202318min

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