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: Activate The Third Space

Read: Activate The Third Space

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Market View: Petronas vs Luxembourg court, Hasbro, DoorDash, DraftKings, Tesla, Standard Chartered stellar results, Disappointing US PPI report

Market View: Petronas vs Luxembourg court, Hasbro, DoorDash, DraftKings, Tesla, Standard Chartered stellar results, Disappointing US PPI report

On this episode of Market View, Michelle Martin and Ryan Huang look into the US$15 billion arbitration dispute between Petronas and the Luxembourg court and if this might affect the company’s performa...

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Money and Me: Bitcoin is up nearly 50% since beginning of this year. Are Crypto markets on edge or seeing renewed interest?

Money and Me: Bitcoin is up nearly 50% since beginning of this year. Are Crypto markets on edge or seeing renewed interest?

Michelle Martin finds out if regulations targeting stable coins are likely to be negative for cryptocurrency trading, if tightening the print of BUSD will benefit Bitcoin, and if there is an uptick in...

16 Feb 20237min

Market View: ASML stolen data, Marco Polo profits, Apple, Google, British Stocks, British Pound, Warren Buffet’s TSMC selloff, Charlie Munger EV bias

Market View: ASML stolen data, Marco Polo profits, Apple, Google, British Stocks, British Pound, Warren Buffet’s TSMC selloff, Charlie Munger EV bias

ASML’s in the news for the wrong reasons! Just recently, it was reported that its ex-China employee had misappropriated data relating to its critical chip technology. What are the potential repercussi...

16 Feb 202316min

Money and Me: Winners and losers of latest S-REITs earnings season

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Earnings season is once again back in full swing and the REIT sector is first in line to report its financial results. So who are some of the winners and losers of this season’s results? Find out with...

15 Feb 202317min

Market View: Singapore Budget 2023 review, UG Healthcare, iFast, Elite Commercial REIT, Creative Technology, Coca-Cola, Airbnb, US CPI data

Market View: Singapore Budget 2023 review, UG Healthcare, iFast, Elite Commercial REIT, Creative Technology, Coca-Cola, Airbnb, US CPI data

Today on Market View, Michelle Martin and Ryan Huang investigate some of the biggest takeaways and sectors of Singapore’s economy likely to benefit from the latest reveal of Budget 2023. They also ana...

15 Feb 202319min

Money and Me: How can an investor assess a portfolio against slowing growth in Singapore?

Money and Me: How can an investor assess a portfolio against slowing growth in Singapore?

What does the Ministry of Trade and Industry's latest economic forecast means for us investors? Can the Singapore dollar continue its bull run for the rest of 2023? And where are global investor funds...

14 Feb 202316min

Market View: Singapore budget 2023, Parangon REIT, First REIT, Link REIT, MBS delayed expansion plans, Palantir, Twilio, SATS, Netlink, STI

Market View: Singapore budget 2023, Parangon REIT, First REIT, Link REIT, MBS delayed expansion plans, Palantir, Twilio, SATS, Netlink, STI

On this Valentine's Day, what 'gifts' can we expect from the Budget 2023? Also, multiple S-REITs have just announced their latest earnings results! Who's outperforming the rest? Join Michelle Martin a...

14 Feb 202318min

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