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)

Market View: Meta’s 20% stock surge, ChatGPT, Lessons from Fed’s actions overnight, Adani abandons $2.4 billion stock sale

Market View: Meta’s 20% stock surge, ChatGPT, Lessons from Fed’s actions overnight, Adani abandons $2.4 billion stock sale

Overnight on Wall Street, Meta’s stock surged 20% overnight after the release of its latest earnings results. Why are investors reacting this way? Also, the Adani’s battle with Hindenburg escalates fu...

2 Feb 202318min

Money and Me: Key property trends in 2023

Money and Me: Key property trends in 2023

Which segments of the Singapore property market are seeing greater price movements? And which areas given what we can see from the government master plan are likely to see long term growth? Michelle M...

1 Feb 202315min

Market View: Adani pulls of $2.5 Billion share sale, McDonalds, Exxon, AMD, ESR-Logos REIT, Keppel DC REIT, US January Indicator Trifecta

Market View: Adani pulls of $2.5 Billion share sale, McDonalds, Exxon, AMD, ESR-Logos REIT, Keppel DC REIT, US January Indicator Trifecta

The Adani & Hindenburg saga continues… In its latest buildup, Adani secured a $2.5 billion share sale even amid a short seller storm. How did he pull it off? Meanwhile, the US stock market has hit the...

1 Feb 202317min

Market View: Adani Enterprises FPO, CapitaLand Ascott Trust, CDL Hospitality Trust, Sabana REIT, China bull market, Baidu ChatGPT

Market View: Adani Enterprises FPO, CapitaLand Ascott Trust, CDL Hospitality Trust, Sabana REIT, China bull market, Baidu ChatGPT

Even after being under sustained attack by short sellers after the release of Hindenburg's accusations, Adani Enterprises has launched its Follow-on Public Offer to expand the share register and retai...

31 Jan 202315min

Read: Seeing the Unseen - Behind Chinese Tech Giants’ Global Venturing

Read: Seeing the Unseen - Behind Chinese Tech Giants’ Global Venturing

What is the X factor that gives Chinese founders and their companies the advantage to becoming multibillion global enterprises? And how did Chinese history, folklore and Mao Zedong's political strateg...

30 Jan 202323min

Market View: Adani saga’s knock-on effects on India’s economy, Tesla, Nvidia, ExxonMobil and Chevron, Parkway Life REIT, How to invest in China’s rally, US Markets ‘January Sentiment Effect’

Market View: Adani saga’s knock-on effects on India’s economy, Tesla, Nvidia, ExxonMobil and Chevron, Parkway Life REIT, How to invest in China’s rally, US Markets ‘January Sentiment Effect’

Today on Market View, Michelle Martin and Ryan Huang explore the latest of the Adani and Hindenburg saga, and what potential knock-on effects it might have on the overall Indian economy. Meanwhile, th...

30 Jan 202320min

Influence: Here’s what it takes to become a board director

Influence: Here’s what it takes to become a board director

Ever wondered how to start the next phase of your career as a board director? Michelle Martin invites Raen Lim, Group Vice President, Asia, Splunk Inc. & Jovina Ang, Managing Director, Communicatio on...

27 Jan 202315min

Market View: LVMH & Diageo earnings results, US GDP data, Intel, Hasbro, SAP, MBS, Frasers Centrepoint Trust

Market View: LVMH & Diageo earnings results, US GDP data, Intel, Hasbro, SAP, MBS, Frasers Centrepoint Trust

Today on Market View, Michelle Martin and Ryan Huang looks into the US’s latest GDP data and what it suggests about the health of its economy. They also find out who who Elon Musk thinks will be Tesla...

27 Jan 202317min

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