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(3760)

Market View: Activision beats expectations, Take-Two Interactive, Apple, Meta, CapitaLand India Trust, Netlink NBN Trust, US Midterm elections

Market View: Activision beats expectations, Take-Two Interactive, Apple, Meta, CapitaLand India Trust, Netlink NBN Trust, US Midterm elections

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Market View: China's Covid zero policy unmoved, SIA, ComfortDelGro, AEM, Venture Corp, US Job openings' surprise, COP27

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Money and Me: What you should be doing in a rising interest rate environment

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What would it take for Singapore to become a hub for blockchain in finance? And what should investors be doing now that the US Fed have raised interest rates by yet another 75 basis point? Zia-ul Raus...

4 Nov 202216min

Market View: US October non-farm payroll, Qualcomm, Paypal, OCBC, FHT, Aztech Global, BOE's biggest rate rise, Amazon freezes hiring

Market View: US October non-farm payroll, Qualcomm, Paypal, OCBC, FHT, Aztech Global, BOE's biggest rate rise, Amazon freezes hiring

Now that the US Federal Reserve have raised their interest rates, what's next on every investors' radar? And with big companies like Amazon and Apple freezing hiring, what does this suggest about the ...

4 Nov 20229min

Money and Me: What makes Trust Bank's interest rates attractive

Money and Me: What makes Trust Bank's interest rates attractive

In a bid to lure more customers, Trust Bank is raising their interest rates on its Savings accounts! Joining Zia-ul Raushan and Dan Koh today are Nick Woodruff, Chief of Staff, Trust Bank and Gloria W...

3 Nov 202213min

Market View: US's fourth consecutive 75 basis points hike, DBS, SingPost, Netlink NBN Trust, Russia’s U-Turn on grain deal

Market View: US's fourth consecutive 75 basis points hike, DBS, SingPost, Netlink NBN Trust, Russia’s U-Turn on grain deal

Its official! Overnight, the US Fed Reserve raised their interest rates for the fourth consecutive time to 0.75 percentage points, but with a twist... Meanwhile, why did Russia decide to take a U-turn...

3 Nov 202210min

Money and Me: 3 stocks you might want to include in your portfolio today!

Money and Me: 3 stocks you might want to include in your portfolio today!

While local banks are expected to remain beneficiaries of rising interest rates, are there any hidden gems worth considering in this time of economic uncertainty? You won't want to miss this as Willie...

2 Nov 202220min

Market View: China's possible reopening, Great Eastern, SIA, Supply Management manufacturing index, Singapore FinTech Festival

Market View: China's possible reopening, Great Eastern, SIA, Supply Management manufacturing index, Singapore FinTech Festival

How are markets reacting to speculations of China exiting its Covid-zero policy? And what should you expect for this year's long awaited Singapore FinTech Festival? Ryan Huang and Zia-ul Raushan got t...

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