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: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Market View: S&P 500 4th consecutive sell off, Morgan Stanley job cuts, CapitaLand India Trust, Meta faces fine

Today on Market View, Dan Koh analyses the sell off over on Wall Street and the various factors weighing on markets overnight. See omnystudio.com/listener for privacy information.

7 Des 20226min

Money and Me: 2022 reflection - 3 lessons that will help you prosper both financially and in your personal life in 2023

Money and Me: 2022 reflection - 3 lessons that will help you prosper both financially and in your personal life in 2023

What a year it’s been! From the unrelenting worry of high inflation, to the Ukraine War and even the possibility of a recession caused by an aggressive Fed, 2022 has been nothing but a box full of sur...

6 Des 202217min

Market View: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

Market View: Reactions to US November ISM data, Olam Group, Union Gas, Trek 2000, Foxconn revenue declines, Pepsi layoff hundreds

What did the recent release of the November ISM data signal about the state of the US economy? And how might Foxconn’s report of a decline in its November revenue impact Apple? Dan Koh and Ryan Huang ...

6 Des 202218min

Money and Me: Here's everything you need to save on your next holiday!

Money and Me: Here's everything you need to save on your next holiday!

What do consumer and travel preferences look like in an endemic world? Find out today with Dan Koh as he speaks to Yogesh Sangle, Head of Instarem about how Instarem as a cross-border payments provide...

5 Des 202221min

Market View: OPEC+ sticks to 2million oil cut, EU caps Russian seaborne oil prices, Chip Eng Seng, S REITs, MS Holdings

Market View: OPEC+ sticks to 2million oil cut, EU caps Russian seaborne oil prices, Chip Eng Seng, S REITs, MS Holdings

On this episode of Market View, Dan Koh and Ryan Huang explore OPEC+’s decision to stay the course on output policy ahead of a pending ban from the European Union on Russian crude, and China’s acceler...

5 Des 202217min

Money and Me: Is having too much fixed income in an investment portfolio bad for you?

Money and Me: Is having too much fixed income in an investment portfolio bad for you?

It’s not surprising that we’re seeing a strong safe investments like the Singapore Treasury Bills and Singapore Savings Bonds, given the rise of inflation and the possibility of a recession. But are t...

2 Des 202219min

Market View: PCE & ISM manufacturing Index, SATS, Jetstar, UOB, Salesforce stock plunges, SpaceX satellites approved

Market View: PCE & ISM manufacturing Index, SATS, Jetstar, UOB, Salesforce stock plunges, SpaceX satellites approved

Dan Koh and Ryan Huang discuss how the markets are responding to the release of key US reports such as the PCE Index and the ISM manufacturing Index. They also discuss why Salesforce tanked overnight ...

2 Des 202218min

Market View: Fed Powell confirms interest rate moderation, CDL, Digital Core REIT, Vertex Technology Acquisition, Musk and Apple meet up

Market View: Fed Powell confirms interest rate moderation, CDL, Digital Core REIT, Vertex Technology Acquisition, Musk and Apple meet up

Markets are off to an optimistic start to December! This comes as Wall Street stocks saw broad gains after Fed chair Jerome Powell indicated that the central bank will slow the pace of its aggressive ...

1 Des 202216min

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