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.

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Market View: Microsoft AI-Powered bing homepage, Paytm, JCube, StarHub, Lendlease Global Commercial REIT, Baidu’s new chatbot, US market reactions, Tech layoffs

Market View: Microsoft AI-Powered bing homepage, Paytm, JCube, StarHub, Lendlease Global Commercial REIT, Baidu’s new chatbot, US market reactions, Tech layoffs

The AI fight rages on…Microsoft recently announced a new AI-powered Bing Homepage that users can chat with! Meanwhile, another chatbot enters the arena with Baidu revealing its very own version of ‘Ch...

8 Feb 202316min

Money and Me: Which 10 S-REITS could be poised to do well in 2023?

Money and Me: Which 10 S-REITS could be poised to do well in 2023?

A steady compounder? A slice of the digital future in your portfolio? Michelle Martin asks Willie Keng, Founder, Dividend Titan to fill us in on the One S-reit we all need to know about and more of wh...

7 Feb 202322min

Market View: Google’s Bard AI, Pinterest, Dell, US dollar, CapitaLand India Trust, Microsoft mystery event, Keppel corruption case, ChatGPT gets MBA

Market View: Google’s Bard AI, Pinterest, Dell, US dollar, CapitaLand India Trust, Microsoft mystery event, Keppel corruption case, ChatGPT gets MBA

Google fights back! They have announced an artificial intelligence chatbot technology called Bard which will compete directly with rival ChatGPT. Back at home, why isn’t the government prosecuting the...

7 Feb 202317min

Money and Me: Withdrawing a chunk of CPF at 65? What are the trade-offs?

Money and Me: Withdrawing a chunk of CPF at 65? What are the trade-offs?

Join Michelle Martin on today's episode of Money and Me as she weighs the pros and cons of withdrawing from your RA with Christopher Tan, CEO, Providend. They also look into the various changes we're ...

6 Feb 202316min

Market View: Elon Musk wins against tweet fraud claims,Anthropic, CapitaLand China Trust, Foxconn, Japanese Yen, Spacex launch of Starship Spacecraft, US markets react to jobs data, Can S-REITs keep up positive momentum

Market View: Elon Musk wins against tweet fraud claims,Anthropic, CapitaLand China Trust, Foxconn, Japanese Yen, Spacex launch of Starship Spacecraft, US markets react to jobs data, Can S-REITs keep up positive momentum

From Teflons' win against the latest tweet fraud claims, to SpaceX's attempt to launch its Starship spacecraft, and his new charges for business to retain a verified tick on Twitter, nothing's stoppin...

6 Feb 202320min

Market View: Keppel’s poor performance, Apple, Alphabet, Amazon, Starbucks, CapitaLand Ascendas REIT, Digital Core REIT, British Pound, Adani debate rejected

Market View: Keppel’s poor performance, Apple, Alphabet, Amazon, Starbucks, CapitaLand Ascendas REIT, Digital Core REIT, British Pound, Adani debate rejected

On Singapore's earnings front, Keppel Corporation reported a 40.6 per cent year-on-year decline in net profit for the second half ended December! What’s behind this slump? Meanwhile, why is Ryan beari...

3 Feb 202317min

Money and Me: Are retail investors still loving SSBs and Treasury Bills?

Money and Me: Are retail investors still loving SSBs and Treasury Bills?

Is interest waning in Singapore Savings bonds? When does it make sense to park cash or even your funds from your CPF into SSB’s and T-bills? Who invests in these instruments and why? The popularity of...

3 Feb 202320min

Money and Me: What a dovish Fed means for stocks and is Bitcoin less volatile than the SNP 500 and Tesla?

Money and Me: What a dovish Fed means for stocks and is Bitcoin less volatile than the SNP 500 and Tesla?

In a widely anticipated move, the Federal Reserve lifted their target for its benchmark rate overnight by a quarter percentage point to a range of 4.5% to 4.75%. What does this latest decision mean fo...

2 Feb 202323min

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