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: US Tech layoff, US wholesale prices, Twitter, Bitcoin, Japanese Yen, UG Healthcare, US December retail sales

Market View: US Tech layoff, US wholesale prices, Twitter, Bitcoin, Japanese Yen, UG Healthcare, US December retail sales

On today’s episode of Market View, Michelle Martin and Ryan Huang investigate the latest tech layoff scene over in the US, how markets are reacting to the the latest December retail sales data, and wh...

19 Jan 202317min

Money and Me: ChatGPT takes a question, US Banks earnings, and what does Ryan Cohen want Alibaba to do?

Money and Me: ChatGPT takes a question, US Banks earnings, and what does Ryan Cohen want Alibaba to do?

As we head into 2023, are opportunities different in the stock market as compared to 2022? Do the latest US banks earnings results provide any indication of the overall health of the US economy? And w...

18 Jan 202315min

Market View: Shorting the SGD, Goldman Sachs earnings miss, Credit Suisse, UBS, United Airlines, QAF, Agritrade, Elon Musk fraud trial

Market View: Shorting the SGD, Goldman Sachs earnings miss, Credit Suisse, UBS, United Airlines, QAF, Agritrade, Elon Musk fraud trial

Why is the Singapore dollar the new short? What’s behind Goldman Sachs poor earnings performance? And what do we need to know about Elon Musks’ latest 2018 fraud trial? Don’t miss this episode of Mark...

18 Jan 202320min

Money and Me: Besides tourism what other sectors stand to benefit from the return of the Chinese tourist in Singapore and the region?

Money and Me: Besides tourism what other sectors stand to benefit from the return of the Chinese tourist in Singapore and the region?

After 3 years of being cutoff from the rest of the world, airlines, hotels and even luxury business are now preparing themselves from the pent up demand from the reopening of China’s economy.  Michell...

17 Jan 202310min

Market View: Morgan Stanley cuts USD forecast, Bitcoin rally, AEM, ComfortDelGro, iFast, SIA, EU response to declining natural gas prices

Market View: Morgan Stanley cuts USD forecast, Bitcoin rally, AEM, ComfortDelGro, iFast, SIA, EU response to declining natural gas prices

Strategists over at Morgan Stanley have cut their year end forecast for the US Dollar! What does this mean for the greenback?    Also, what is boosting optimism over in the EU market? Join Michelle Ma...

17 Jan 20239min

Money and Me: Do emerging market equities offer attractive entry points in 2023?

Money and Me: Do emerging market equities offer attractive entry points in 2023?

What impact could China’s reopening have on regional market economies? And to what extent will it influence the overall emerging market outlook for the rest of this year? Michelle Martin asks Philip W...

16 Jan 202311min

Market View: Foxconn and Pegatron expansion, Washington income ceiling, JP Morgan Chase, Bank of America, Wells Fargo, Tesla

Market View: Foxconn and Pegatron expansion, Washington income ceiling, JP Morgan Chase, Bank of America, Wells Fargo, Tesla

What are Foxconn and Pegatron, 2 of apple’s suppliers, doing to mitigate geopolitical and supply chain risks? And what are the chances that Washington defaults on its financial obligations? Michelle M...

16 Jan 20239min

Money and Me: Go where the eyeballs are. What marketers can learn from what Grab knows about it’s audience.

Money and Me: Go where the eyeballs are. What marketers can learn from what Grab knows about it’s audience.

Did you know, the largest single Grab food order in 2022 amounted to a staggering $992.48! Today on Money and Me, Michelle Martin speaks to Jennie Johnson, Head of Marketing, GrabAds about where Singa...

13 Jan 202315min

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