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 Minutes: Rising wheat prices, A company on the verge of an IPO, A stock-buyback

Market View Minutes: Rising wheat prices, A company on the verge of an IPO, A stock-buyback

Inflation is casting a dark shadow over the markets today. US indices experienced their biggest losses overnight in more than two years. Asia-Pacific shares are trading lower as well... But fret not, ...

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Market View: Traders reaction to Inflation, Why tech stocks were worst performers overnight, The FHT's slide, Is there more room to fall?

Market View: Traders reaction to Inflation, Why tech stocks were worst performers overnight, The FHT's slide, Is there more room to fall?

In the US, major indices experienced their steepest drops in more than two years overnight. The NASDAQ plunged more than 5 percent. The Dow and S&P 500 each fell about 4 percent or more. These losses ...

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Market View: US Banks layoff workers, Fraser Centrepoint 10% additional stake, Euro reacts to ECB signals,

Market View: US Banks layoff workers, Fraser Centrepoint 10% additional stake, Euro reacts to ECB signals,

What is driving US Banks to layoff workers now? And is Frasers Centrepoint raising its effective interest in Waterway Point from 40 percent to 50 percent? Find out more as Ryan Huang and Dan Koh dive ...

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Market View: The Ethereum Merge, UK Bonds outlook, Japan's reopening

This week, developers will be attempting one of the biggest software upgrades the crypto sector has ever seen to reduce its environmentally unfriendly energy consumption. Called 'The Merge', how will ...

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Market View: Wall Street best overnight rally since Aug, GameStop, SNAP, Del Monte Pacific, Oxley Holdings, Lian Beng Group, US Jobs data, ECB hikes interest rates

Market View: Wall Street best overnight rally since Aug, GameStop, SNAP, Del Monte Pacific, Oxley Holdings, Lian Beng Group, US Jobs data, ECB hikes interest rates

What's fueling Wall Street's best overnight rally since August 10? And how are markets reacting to the European Central Bank’s latest move to hike interest rates by 75 basis points? Ryan Huang investi...

9 Sep 20228min

Money and Me: Banks have been hiking savings and fixed deposit rates; why?

Money and Me: Banks have been hiking savings and fixed deposit rates; why?

Why are local banks hiking their interest rates for savings accounts now? And what does the latest escalation of the EU's energy crisis mean for investors and companies in Europe? Michelle Martin asks...

8 Sep 202221min

Market View: Apple's biggest iPhone surprise, Elon Musk slammed by judge, Ubisoft, Nio, Adani, US Economic talks with 13 Nations

Market View: Apple's biggest iPhone surprise, Elon Musk slammed by judge, Ubisoft, Nio, Adani, US Economic talks with 13 Nations

In a surprise move during the event of its latest phone reveal, Apple has decided to maintain its prices on new iPhones despite inflation. How will this affect profits? Meanwhile, Elon Musk has been s...

8 Sep 202217min

Market View Minutes: Are meme stocks making a comeback?

Market View Minutes: Are meme stocks making a comeback?

When you think about meme stocks, the companies that have captivated retail investors over the past two years, the first stock to come to mind is likely GameStop. The bricks-and-mortar retailer is try...

8 Sep 20223min

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