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)

Money and Me: ESG investing - higher returns?

Money and Me: ESG investing - higher returns?

Michelle Martin invites Christopher Tan, CEO, Providend on the show to discuss the key concepts investors need to know about ESG investing and the various ways you can invest in an ESG theme. See omny...

17 Apr 202318min

Market View: Profits at big US banks, Societe Generate rate-rigging settlement, Rovio, Merck, ESR-Logos REIT, ST Engineering, Orange juice futures, Comba Telecom share buyback

Market View: Profits at big US banks, Societe Generate rate-rigging settlement, Rovio, Merck, ESR-Logos REIT, ST Engineering, Orange juice futures, Comba Telecom share buyback

On this episode of Market View, Michelle Martin and Ryan Huang find out what the profits at big US banks suggest about the current state of the banking industry, what to expect after a fall from infla...

17 Apr 202318min

Money and Me: S-REITs' 2023 1st quarter report card review

Money and Me: S-REITs' 2023 1st quarter report card review

Based on the recent 1st quarter 2023 S-REITs report card, who were some of the outperformers and laggards worth noting? And should you be buying data REITs today? Michelle Martin asks Kenny Loh, REIT ...

14 Apr 202314min

Market View: Delta Airlines quarterly loss, Fast Retailing, LVMH, Rakuten Bank, Beng Kuang Marine, ComfortDelgro, Amazon enters generative AI race, Twitter charge for access to content

Market View: Delta Airlines quarterly loss, Fast Retailing, LVMH, Rakuten Bank, Beng Kuang Marine, ComfortDelgro, Amazon enters generative AI race, Twitter charge for access to content

Is travel slowing down in Asia? Can Amazon CEO Andy Jassy keep costs under control? And while US's annual inflation rate is currently at 5%, what are 10 things that are actually cheaper now than a yea...

14 Apr 202322min

Market View: Volvo & Mercedes earnings, HSBC hires SVB bankers, Tencent, Alibaba, PT Trimegah Bangun Persada, Manulife US REIT, Goldman Sachs banking operations in Japan, Inflation overview, Elon Musk report

Market View: Volvo & Mercedes earnings, HSBC hires SVB bankers, Tencent, Alibaba, PT Trimegah Bangun Persada, Manulife US REIT, Goldman Sachs banking operations in Japan, Inflation overview, Elon Musk report

On this episode of Market View, Michelle Martin and Ryan Huang analyze the latest set of corporate earnings for carmakers, why HSBC is hiring banks from Silicon Valley Bank, and an overview of what in...

13 Apr 202320min

Money and Me: Cashback, big discount, free platform fess - know what you are agreeing to

Money and Me: Cashback, big discount, free platform fess - know what you are agreeing to

Maybe you’re thinking of taking charge of your finances this year. Be it insurance, credit cards or investment promotions, there are countless deals that sound too good to be true. So what are some re...

12 Apr 202323min

Market View: Seroja Investment delisting notice, GK Goh loses free float, Google, Bitcoin, UBS, Loans in China, Warren Buffet’s bullish bet, Lian Beng’s Ong family privatisation offer, OK Lim $3.5 billion case trial

Market View: Seroja Investment delisting notice, GK Goh loses free float, Google, Bitcoin, UBS, Loans in China, Warren Buffet’s bullish bet, Lian Beng’s Ong family privatisation offer, OK Lim $3.5 billion case trial

3 companies are either being delisted or privatised on the SGX! What happened here and what does this mean for the exchange? Meanwhile, what is Warren Buffet currently bullish on? Michelle Martin and ...

12 Apr 202318min

Money and Me: Big Banks worth watching?

Money and Me: Big Banks worth watching?

Ahead of the US earnings season, analysts are expecting most bank stocks to report lower quarterly earnings given last month’s banking crisis. So what does this mean for us who are invested in this se...

11 Apr 202322min

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