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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Money and Me: How to effectively integrate the SRS with your overall retirement strategy

Money and Me: How to effectively integrate the SRS with your overall retirement strategy

Dan Koh and Zia-ul Raushan speak to Elijah Lee, Financial Services Manager, Phillip Securities - dissecting the benefits of the Supplementary Retirement Scheme, and how we can maximise its benefits to...

22 Nov 202218min

Market View: China brews fear in stock market, Disney surged more than 6%, Malaysia’s elections on stocks

Market View: China brews fear in stock market, Disney surged more than 6%, Malaysia’s elections on stocks

Fear among investors is brewing as China reported its first deaths in the mainland from Covid in almost six months over the weekend. But that’s not stopping Disney from jumping more than 6% overnight!...

22 Nov 202214min

Market View: US investors reset expectations, Ringgit response to Malaysia’s hung parliament, China’s Loan Prime Rate

Market View: US investors reset expectations, Ringgit response to Malaysia’s hung parliament, China’s Loan Prime Rate

On this episode of Market View, Dan Koh, Zia-ul Raushan and Ryan Huang discuss what sentiments how the Ringgit has responded to Malaysia’s hung parliament, and why investors are starting to reset expe...

21 Nov 202210min

Market View: FTX Saga continues, Elon Musk U-turn, Hyflux, Legends Logistics UK Fiscal Plan

Market View: FTX Saga continues, Elon Musk U-turn, Hyflux, Legends Logistics UK Fiscal Plan

The FTX saga continues… with the latest building around newly appointed FTX CEO John Ray’s condemnation of the company’s management of the crypto exchange under ex-CEO Sam Bankman-Fried’s helm. On a s...

18 Nov 202218min

Money and Me: US Tech stocks slump - Should you be jumping in? And all you need to know about asset allocation

Money and Me: US Tech stocks slump - Should you be jumping in? And all you need to know about asset allocation

US Tech stocks have undoubtedly suffered the wrath of the rising interest rates this year. From a total of 7 companies that were classified under the ‘Trillion Dollar Market Cap Club’’ back in 2021, o...

18 Nov 202222min

Influence: FIFA World Cup - A boom for businesses?

Influence: FIFA World Cup - A boom for businesses?

Could the return of live screenings coupled with football’s biggest event mean good news for businesses in Singapore? We’ll, Zia-ul Raushan and Dan Koh find out with Deepanraj Ganesan, Sports Reporter...

18 Nov 202218min

Market View: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Market View: Crypto chaos, Singapore NODX shrinks, DBS, ST Engineering, Target, Nvidia

Today on Market View, Dan Koh, Zia-ul Raushan and Ryan Huang explore the details behind the shrink in Singapore's NODX numbers in nearly 2 years, the spread of FTX's fallout to Genesis and BlockFi, an...

17 Nov 202215min

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

Money and Me: What FTX's collapse means for the future of crypto, has inflation peaked and what a downsized tech industry means for the economy

It comes as no surprise that the biggest news making headlines this week is the dramatic collapse of the cryptocurrency exchange FTX. Coupling this with the sharp fall in the price of Bitcoin to the c...

17 Nov 202221min

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