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: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Market View: Best World back in the game, SATS attempt to ease market jitters, Sembcorp Marine, Singtel, Retail sales in Singapore, Oil prices

Why has it taken 3 years for Best World to finally receive approval from Singapore's market regulator to resume trading? Will SATS' CEO's aim to 'reduce' its size of rights issue be enough to ease mar...

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Money and Me: 4% by year's end?

Money and Me: 4% by year's end?

Ludovic Subran, the Chief Economist of Allianz is skeptical of a fed “pivot” in November. He joined Michelle Martin to share his views on the issue, why South Asian economies have to tighten rates for...

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Market View Minute: The battle amongst semiconductor companies

Market View Minute: The battle amongst semiconductor companies

The battle to be the world’s premier semiconductor company is heating up, with Samsung rolling out an aggressive roadmap to take on TSMC. Who will come out on top? And is this even a good time to inve...

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Money and Me: How is crypto set to perform in October?

Money and Me: How is crypto set to perform in October?

How could the global risk-on narrative impact crypto markets? What potential growth opportunities does Luno see in Cardano and Solana, having recently added them to its offerings? Michelle Martin find...

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Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Market View: Singapore listed US-REITs, Singapore retail bonds as a safe haven, Ford, Rivian, US Job data, US Earnings season

Today on Market View, Willie Keng, Founder, Dividend Titan tells Michelle Martin what he's why he's watching out for Singapore listed US-REITs and retail bonds. They also discuss why US automakers are...

5 Okt 20226min

Influence: Could Netflix’s star matchmaker Aunty Seema take you on as a client?

Influence: Could Netflix’s star matchmaker Aunty Seema take you on as a client?

Seema Taparia shares what she believes women should first do in order to meet their match. Hear who the different opinion makers are which countries she heads to film new episodes Though she won’t rev...

5 Okt 202214min

Market View Minutes: Which company do analysts like if the focus is on the near future?

Market View Minutes: Which company do analysts like if the focus is on the near future?

The 3rd Quarter of the year was bleak for US stocks, but that’s history now. Wall Street’s top analysts are focused on the future. They’re looking for companies that will deliver during these last thr...

5 Okt 20222min

Money and Me: Crypto staking and GUSD

Money and Me: Crypto staking and GUSD

Michelle Martin and Feroze Medora, Head of APAC at Gemini take a deep dive into what staking on crypto is all about, the risks involved, and how this instrument compares to other methods of earning yi...

4 Okt 202216min

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