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: UK's economic U-turn plan, BAC earnings results, SIA, China GDP delay, Morgan Stanley

Market View: UK's economic U-turn plan, BAC earnings results, SIA, China GDP delay, Morgan Stanley

The British Pound rebounded overnight after U.K. Finance Minister Jeremy Hunt announced that almost all of the controversial tax measures announced by his predecessor would be reversed. Meanwhile, why...

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Market View: Xi Jinping's speech highlights, Japanese Yen slides, Keppel Corp, AEM Holdings, Pan United, Japfa, UG Healthcare

Market View: Xi Jinping's speech highlights, Japanese Yen slides, Keppel Corp, AEM Holdings, Pan United, Japfa, UG Healthcare

Today on Market View, Ryan Huang takes us through some of the key takeaways coming out of China's President Xi Jinping's speech at the China's Communist Party Congress and how forex traders are respon...

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Market View: Earnings season expectations, US Markets rally, TSMC, Volkswagen, SATS, Q&M Dental, Possible GuocoLand REIT?

Market View: Earnings season expectations, US Markets rally, TSMC, Volkswagen, SATS, Q&M Dental, Possible GuocoLand REIT?

Earnings season is finally here! So what can we expect as we progress into this crucial time of the year? Meanwhile, why are US markets rallying despite core inflation data revealing a rise to a 40-ye...

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Read : What working through fear, actually entails.

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We are reading Growth By Choice today. From an early physical experience of fear to making his way from flight steward to global executive leader in the technology sector today, Haresh Khoobchandani i...

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Money and Me: Do you need pet insurance?

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How much do you know about pet insurance in Singapore? Will it help you save on big vet bills? Are there really options that can help with cancer treatment and glaucoma? Michelle Martin finds out with...

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SIEWCast: IRENA's vision for Asia's energy future

SIEWCast: IRENA's vision for Asia's energy future

The International Renewable Energy Agency is an intergovernmental organisation that supports countries in their transition to a sustainable energy future. This year marks the second Singapore-IRENA Hi...

13 Okt 202210min

Market View: AMC stock sinks, Market reaction to GBP, Qantas, Japanese Yen, Trump SPAC, Microsoft, Wall Street's 'fear gauge'

Market View: AMC stock sinks, Market reaction to GBP, Qantas, Japanese Yen, Trump SPAC, Microsoft, Wall Street's 'fear gauge'

Why has AMC stock fallen to pre-meme levels? And what does this suggest about the future prospects of the company and other cinema chains going forward? Meanwhile, why isn't everyone believing that th...

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Money and Me: Where is investment flowing when we talk about the Metaverse?

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Trigger XR is the leading global XR agency. Founder Jason Yim says the Metaverse is not a place, it is a shift in engaging with content and many companies are laying a stake for an AR or VR dominated ...

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