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(3757)

Market View: Is inflation loosening, Singpost, Chip Eng Seng, CapitaLand India Trust, Sam Bankman-Fried’s 8 criminal charges, Apple alternative app store

Market View: Is inflation loosening, Singpost, Chip Eng Seng, CapitaLand India Trust, Sam Bankman-Fried’s 8 criminal charges, Apple alternative app store

On today’s episode of Market View, Dan Koh and Raushan analyse the latest US CPI data and everything you need to know about the latest build up of the FTX saga.See omnystudio.com/listener for privacy ...

14 Des 202216min

Money and Me: Is 2023 the year of recovery for S-REITs?

Money and Me: Is 2023 the year of recovery for S-REITs?

As we wrap up 2022, who are the S-REITs winners and losers coming out of this year’s market turbulence? Find out the answers with Dan Koh and Zia-ul Raushan as they invite Kenny Loh, REIT Specialist a...

13 Des 202218min

Market View: US stocks claws back losses, SIA, Singapore Exchange, Keppel Corporation, Sam Bankman-Fried's arrest, Japan and Netherland's alliance

Market View: US stocks claws back losses, SIA, Singapore Exchange, Keppel Corporation, Sam Bankman-Fried's arrest, Japan and Netherland's alliance

Ahead of the highly anticipated Federal Reserve meeting, US stocks jumped higher overnight, clawing back some of the steep losses from the previous week. Dan Koh and Ryan Huang find out what's driving...

13 Des 202213min

Money and Me: The blueprint you need to build a recession-resistant portfolio

Money and Me: The blueprint you need to build a recession-resistant portfolio

Recession! It’s the big talk of the town that has darkened investors’ moods as signs of a weakening economy start to weigh heavily on markets. That being said, how can we stay invested while ensuring ...

12 Des 202223min

Market View: What to know ahead of US FOMC Meeting, Key takeaways from Xi’s meeting in Saudi Arabia, Yeo Hiap Seng, Healthcare S-REITs, Twitter Blue, China optimism

Market View: What to know ahead of US FOMC Meeting, Key takeaways from Xi’s meeting in Saudi Arabia, Yeo Hiap Seng, Healthcare S-REITs, Twitter Blue, China optimism

Dan Koh and Ryan Huang explore everything you need to know ahead of the US FOMC meeting this week, and find out why fund managers are increasingly being optimistic about the reopening of China’s econo...

12 Des 202218min

Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

Market View: US Jobs Claims data, Keppel Corp & Sembmarine, Far East Orchard, Turkish new oil insurance rules, Microsoft and FTC dispute

Overnight on Wall Street, positive sentiments are starting to shine through as the S&P 500 snapped its longest losing streak since October. So what is it about the US jobless claims data that investor...

9 Des 202215min

Market View: S&P 500 longest down days to begin a month since 2011,  Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Market View: S&P 500 longest down days to begin a month since 2011, Del Monte Pacific, Sasseur REIT, Revez Corporation, Japan to hit recession next year, China loosens Covid restrictions

Unsettling… that’s the word to describe sentiments over on Wall Street. That being said, what does the economic trajectory for the upcoming year ahead look like? And if a recession were to happen, are...

8 Des 202220min

Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

Money and Me: Effectiveness of Russian oil price cap, TSMC second semiconductor chip plant & Indonesia Digital Rupiah

One of the biggest news making headlines this week is the price cap on Russian seaborne oil that came into force on Monday. But it raises the question, how effective will this be in dampening Russia’s...

7 Des 202213min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
okonomiamatorene
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-investering-gjort-enkelt
rss-andelige-tanker-med-camillo