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: How could one sensibly invest in  AI mania if it is a theme to last? What’s the future of Covid Vaccine companies, Bull vs bear struggle in markets

Money and Me: How could one sensibly invest in AI mania if it is a theme to last? What’s the future of Covid Vaccine companies, Bull vs bear struggle in markets

What are some potential stocks to play the current artificial intelligence mania? Do the covid vaccine companies have life beyond Covid? And given the bull vs bear struggle in markets over whether int...

13 Feb 202320min

Money and Me: Budget2023 and the tech industry wishlist - manpower, professionalistion & help with cybercrime

Money and Me: Budget2023 and the tech industry wishlist - manpower, professionalistion & help with cybercrime

Michelle Martin hears what the leading trade association for Singapore’s tech industry SGTech’s hopes that Singapore Budget 2023 can prioritize to fortify Singapore’s technology sector. Michelle speak...

13 Feb 202310min

Market View: DBS declares special dividends, ThaiBev, Thomson Medical, Adidas, Japan’s Ben Bernanke, Trafigura Nickel Nemesis

Market View: DBS declares special dividends, ThaiBev, Thomson Medical, Adidas, Japan’s Ben Bernanke, Trafigura Nickel Nemesis

Good news for DBS shareholders! Singapore’s biggest bank just declared special dividend after its Q4 profit jumped 69%! But going forward, how might a slower pause in rate hikes affect DBS profits? Al...

13 Feb 202320min

Money and Me: Hack Your Mind To Save Better

Money and Me: Hack Your Mind To Save Better

Notice how many more sales there are nowadays? How can you resist corporations’ attempts to get you, to spend more? Michelle Martin and Seow Kai Lun, Managing Editor, The Simple Sum discuss practical ...

10 Feb 202320min

Market View: Trafigura Nickel Fraud, Credit Suisse, EV Prices, Wing Tai Holdings, Property in Bishan, 20 AI Stocks to bet on, Wall Street sinks

Market View: Trafigura Nickel Fraud, Credit Suisse, EV Prices, Wing Tai Holdings, Property in Bishan, 20 AI Stocks to bet on, Wall Street sinks

Today on Market View, Michelle Martin and Ryan Huang uncover the case of Commodity Trader Trafigura's $577 million loss, the 20 AI stocks that analysts are expecting to rise up to 85% next year, and m...

10 Feb 202314min

Money and Me: SG investors top choices in US and Singapore markets, including ETF’s

Money and Me: SG investors top choices in US and Singapore markets, including ETF’s

Today we learn more about investor behavioural and action trends with Michelle Martin as she invites Dhruv Arora, Founder and CEO of Syfe to share what he’s observed on the digital platform.See omnyst...

9 Feb 202318min

Market View: Google’s Bard misfires in debut, Alibaba joins AI fight, Disney cuts jobs, OCBC files police report

Market View: Google’s Bard misfires in debut, Alibaba joins AI fight, Disney cuts jobs, OCBC files police report

Google presented a demo of its chatbot, Bard last night, but it seems like investors aren’t too happy about it…  Michelle Martin and Ryan Huang find out why. They also look into Disney’s latest plan t...

9 Feb 202315min

Money and Me: Who has 6 months savings and what are Singaporeans spending on?

Money and Me: Who has 6 months savings and what are Singaporeans spending on?

How many of us set a budget and actually stick to it here in Singapore? What do Singaporeans most want their financial institutions to provide them information on?  Michelle Martin finds out with Adit...

8 Feb 202321min

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