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)

Money and Me: What could unitholders responsible for FHT’s failed privatisation bid  be holding out for?

Money and Me: What could unitholders responsible for FHT’s failed privatisation bid  be holding out for?

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Market View Minute: The market's most shorted stock

Market View Minute: The market's most shorted stock

For the past 30 months, Tesla has been the most-shorted stock in the market. More money has been bet against it — betting that its share price will fall — than any other stock. Well, no more. Which co...

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SIEWCAST: Singapore's Future Energy Journey

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Singapore aims  to reach net zero by or around mid-century - And as the city state commits to doing its part to tackle climate change - the energy sector plays a key role in reaching the country's tar...

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Market View: Overview of UOB's expansion, FHT's failed privatisation, Zara, Google, Patagonia, Ascendas REIT, US Railroad strike

Market View: Overview of UOB's expansion, FHT's failed privatisation, Zara, Google, Patagonia, Ascendas REIT, US Railroad strike

Could UOB's expansion help it overtake rivals DBS and OCBC? Why did unitholders of Frasers Hospitality Trust reject its privatisation? And What are the potential implications of a railroad strike in t...

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Money and Me: The Ethereum merge is today. What is it? What does mean for the market and investors?

Money and Me: The Ethereum merge is today. What is it? What does mean for the market and investors?

This week is expected to be a big week for the cryptocurrency market, with the Ethereum Merge scheduled to commence today! What does this mean for the supply and demand for Ether?  Meanwhile, the rele...

15 Sep 202217min

Market View Minutes: Why are brokers bullish on MPACT and Parkway Life?

Market View Minutes: Why are brokers bullish on MPACT and Parkway Life?

Michelle Martin examines two locally-listed REITS. One company is new — the result of a merger between two sister companies. The other is expanding its business through new acquisitions. Why are broke...

15 Sep 20222min

Money and Me: How to make the best financial decision for your family?

Money and Me: How to make the best financial decision for your family?

Dads are traditionally known to take on a load of responsibilities in this day and age. But what do modern dads think the role of the family can be when it comes to prioritizing financially? Michelle ...

14 Sep 202218min

Read: The Revolution That Wasn't

Read: The Revolution That Wasn't

Did an army of Redditors defeat Wall Street Goliaths? Or was it Wall Street that really thrived from the chaos of what happened early 2021 where the Gamestop short-sell riveted traders and non-traders...

14 Sep 202219min

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