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)

Money and Me: What can you as a depositor do to protect yourself?

Money and Me: What can you as a depositor do to protect yourself?

With signs showing that the banking system could be facing larger, systemic issues, should we be taking all our money out of a bank today?  Join Michelle Martin as she takes a trip to Money School wit...

20 Mar 202320min

Market View: UBS to buy Credit Suisse, Baidu, ST Engineering, JB Foods, CapitaLand, First Republic downgraded by S&P, Asia’s resilience to US Bank risks, Credit Suisse US$17 billion worthless debt, Recession fear

Market View: UBS to buy Credit Suisse, Baidu, ST Engineering, JB Foods, CapitaLand, First Republic downgraded by S&P, Asia’s resilience to US Bank risks, Credit Suisse US$17 billion worthless debt, Recession fear

In the latest build up of the banking crisis, UBS has announced that it will be buying rival Credit Suisse for more than US$3 billion dollars! What did the Swiss government have to promise in order fo...

20 Mar 202320min

Money and Me: Australia’s banking system, RBA interest rate outlook, Depreciating Aussie dollar, Best performing sectors in Australia

Money and Me: Australia’s banking system, RBA interest rate outlook, Depreciating Aussie dollar, Best performing sectors in Australia

On this episode of Money and Me, Michelle Martin travels to the land of kangaroos, where she speaks to Jason Dasey, ABC journalist and former Money FM presenter to discuss the current state of Austral...

20 Mar 202320min

Influence: Sarah McGrath, Ambassador of Ireland to Singapore

Influence: Sarah McGrath, Ambassador of Ireland to Singapore

In celebration of St Patrick’s Day, Michelle Martin has invited Sarah McGrath, Ambassador of Ireland to Singapore to share with us the opportunities available for Singaporean businesses wanting to bui...

17 Mar 202312min

Market View: First Republic Bank’s rescue, CK Hutchison, Baidu, Didi, Food Empire, European banks and interest rates, Credit Suisse lifeline, Asian banks amid global sector woes, ECB 50 basis point rate hike

Market View: First Republic Bank’s rescue, CK Hutchison, Baidu, Didi, Food Empire, European banks and interest rates, Credit Suisse lifeline, Asian banks amid global sector woes, ECB 50 basis point rate hike

How much emergency funds did the US Fed lent to banks in the past week? Will a $54 billion loan from the Swiss National Bank be enough to save Credit Suisse? Amid global banking woes, how are Asian ba...

17 Mar 202318min

Market View: Credit Suisse record breaking plunge, SVB power outages, Inditex, H&M, Prudential, Adobe, ChatGPT-4, Companies benefitting from SVB failure, Goldman Sachs big payout from SVB deal

Market View: Credit Suisse record breaking plunge, SVB power outages, Inditex, H&M, Prudential, Adobe, ChatGPT-4, Companies benefitting from SVB failure, Goldman Sachs big payout from SVB deal

What were the 2 immediate triggers of Credit Suisse’s share plunge to record lows? Which companies are winning big from SVB’s collapse? And what do you need to know about ChatGPT-4 entry into the AI m...

16 Mar 202320min

Money and Me: Will USDC survive the fall of SVB?

Money and Me: Will USDC survive the fall of SVB?

What does the collapse of three tech centred banks mean for crytocurrency and digital native firms? While the US gov has taken measures to backstop the economy, support depositors and reduce the possi...

16 Mar 202316min

Money and Me: Understanding your rights as a patient

Money and Me: Understanding your rights as a patient

What are your rights as a patient if your medical procedure doesn’t work out? Justin Chan, Senior Partner & Head, Dispute Resolution Practice, Tito Isaac & Co LLP & Dr Martin Huang, Accredited Plastic...

16 Mar 202315min

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