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(3763)

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

Market View: HP, Lenovo & Dell see PC shipments decline, Apple bucks trend, TCS, CATL, Retail S-REITs, GM & Ford, Corporate earnings preview

On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upco...

11 Okt 202217min

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Michelle Martin checks out 2 online marketplaces that were pandemic favorite and asks what could be good entry points. See omnystudio.com/listener for privacy information.

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Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Market View: Yanlord Land director deal, Marafiq, SPH REIT, Meituan, Europe-focused S-REITs multi-year lows, Elon Musk diplomatic gaze to China-Taiwan

Why are Europe-focused S-Reits managers confident their assets can withstand shocks despite experiencing multi-year lows? And what does the latest US jobs data suggest about how the Feds will approach...

10 Okt 202222min

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

Money and Me: Should climate risk be considered a business issue and is it time to enter the commodity market?

A company called Strive Asset Management has launched an anti-ESG ETF that was successful in raising $315 millions in less than a month! Why exactly is the anti-ESG movement gaining ground? And with t...

10 Okt 202214min

Market View Minutes: Does this pet stock one have bite?

Market View Minutes: Does this pet stock one have bite?

Dog lover Michelle Martin checks out a company dedicated to making magic ‘for all dogs and their people’ to find out if it is a good investment. See omnystudio.com/listener for privacy information.

10 Okt 20222min

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Market View: Amazon expansion & contraction, Cathay Pacific, AMD, Google, Volkswagen vs Porsche, ST Engineering, US angry rebuke of oil cut, Twitter & Musk

Today on Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan analyze Amazon's expansion & contraction plans, and what it means for the business, how much higher oil prices can get, a...

7 Okt 202216min

Money and Me: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Money and Me: Pet parents, could this "Deliveroo of Vets" help you save time and money?

Ever wished you could choose and literally see a vet in minutes on video call? Pet telemedicine has arrived in Singapore. Michelle Martin speaks with siblings and co-founders Junyong Tong and Dr. Rach...

7 Okt 202220min

Market View Minute: Biden's pardon leads to surge

Market View Minute: Biden's pardon leads to surge

What’s UP and what’s DOWN in the financial markets? Well, today in Market View Minutes, we take a look at an unusual piece of news from the United States and how it is impacting one of the market’s se...

7 Okt 20223min

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