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(3760)

Market View: Meta disappoints, Microsoft, Keppel Corporation, MapleTree  Industrial Trust, Far East Hospitality Trust, Chinese equities

Market View: Meta disappoints, Microsoft, Keppel Corporation, MapleTree Industrial Trust, Far East Hospitality Trust, Chinese equities

Shares of Meta plunged overnight after reporting disappointing earnings, following the trend of what we've been seeing in the tech sector. But amidst this decline, are there any bright spots to watch ...

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Money and Me: What the volatile British pound means for the fine wine market?

Money and Me: What the volatile British pound means for the fine wine market?

How have alternative asset investments fared given the volatility of the stock market and talks of a looming recession making headlines on a daily? Today on Money and Me, Zia-ul Raushan speaks to Nico...

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Market View: Google and Microsoft earnings, Coke, Chipotle, Singapore's core inflation data, Tesla's takeover of Twitter

Market View: Google and Microsoft earnings, Coke, Chipotle, Singapore's core inflation data, Tesla's takeover of Twitter

US Tech stocks slumped overnight after Google and Microsoft both reported disappointing third-quarter results. Why is that? Meanwhile, Elon Musk has finally announced the takeover of Twitter that is s...

26 Okt 202212min

Market View: UK Prime Minister Lis Truss’s resignation, Chinese markets sell off

Market View: UK Prime Minister Lis Truss’s resignation, Chinese markets sell off

In this episode of Market View, Ryan Huang and Zia-ul Raushan discuss UK Prime Minister Lis Truss’s resignation and the latest Chinese market’s major sell off overnight.  See omnystudio.com/listener f...

25 Okt 20229min

Money and Me: Where are most people putting their wealth into crypto?

Money and Me: Where are most people putting their wealth into crypto?

Chainalysis recently released its 2022 Geography of Cryptocurrency report that sheds light on the key trends affecting the cryptocurrency landscape in the region. Ulisse Dell'Orto, Managing Director, ...

25 Okt 202215min

Market View: Liz Truss resigns as PM, Snap earnings disappoint, Tesla, US 10 Year Yield

Market View: Liz Truss resigns as PM, Snap earnings disappoint, Tesla, US 10 Year Yield

Liz Truss just made history! Just six weeks after she was appointed, Truss will be resigning as prime minister, against the backdrop of her economic programme that sent shockwaves through the markets ...

21 Okt 202213min

Market View: Tesla's earnings fall short, Sabana Industrial Reit, Sembcorp Marine, IBM's resilience

Market View: Tesla's earnings fall short, Sabana Industrial Reit, Sembcorp Marine, IBM's resilience

Today on Market View, Ryan Huang and Dan Koh investigate Tesla's near time outlook given its latest record third-quarter revenue which missed Wall Street estimates and how IBM was able to outperform t...

20 Okt 202213min

Market View: Cromwell E-Reit acquisition, Goldman Sachs, Netflix's earnings surprise, Johnson and Johnson, Loyang Valley Condominium

Market View: Cromwell E-Reit acquisition, Goldman Sachs, Netflix's earnings surprise, Johnson and Johnson, Loyang Valley Condominium

Strong corporate earnings extended a rally in Wall Street overnight for the second straight session! Some of the notable movers worth mentioning include Netflix, Goldman Sachs, and Johnson & Johnson. ...

19 Okt 202215min

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