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: Is it time to place your bets on Japan?

Market View Minutes: Is it time to place your bets on Japan?

Japan is slowly opening its borders to tourists from overseas. From Wednesday, independent travellers can enter Japan for the first time in more than 2 and a half years. That’s good news for traveller...

5 Sep 20223min

Market View: Emperador replaces ComfortDelgro in STI, Broadcom, Motorola, Starbucks, SNAP, Goldman & Citi big bet on SGD, SG banking scene

Market View: Emperador replaces ComfortDelgro in STI, Broadcom, Motorola, Starbucks, SNAP, Goldman & Citi big bet on SGD, SG banking scene

What will Emperador's replacement of ComfortDelgro's spot in the STI mean for the 2 companies? And what's fueling Goldman and Citigroup's confidence on the Singapore dollar? Michelle Martin and Ryan H...

2 Sep 202225min

Market View Minutes: Amazon Prime vs HBO Max

Market View Minutes: Amazon Prime vs HBO Max

Are you a Game of Thrones fan? How about Lord of the Rings? Spin-offs of both series are playing on Amazon Prime and HBO Max. Which one will rule them all? And which stock — Amazon or HBO’s parent com...

2 Sep 20223min

Money and Me: Saxo's Chief Experience Officer shares her personal journey to investing

Money and Me: Saxo's Chief Experience Officer shares her personal journey to investing

Saxo said it saw a 410% increase in female clients on their Singapore platform in 2020 - a record number of female clients. Yet Saxo’s data also showed that the investor client segment in Singapore wa...

2 Sep 202213min

Market View: Buffett trims BYD stake, SG banks race to raise interest rates, Keppel, China Everbright Water, NetEase, Nvidia, K-Pop ETF

Market View: Buffett trims BYD stake, SG banks race to raise interest rates, Keppel, China Everbright Water, NetEase, Nvidia, K-Pop ETF

With Buffett's Berkshire cutting its stake in China's top EV maker, BYD, is it time for investors to start cashing out too? And what are some companies that can potentially stand against the pressures...

1 Sep 202221min

Money and Me: Institutional investors' sentiments this crypto winter

Money and Me: Institutional investors' sentiments this crypto winter

From the nearly $2 trillion plunge in the value of cryptocurrencies to Bitcoin's deep plunge below 70% of last November’s highs. How has trust in Bitcoin amongst institutional and retail buyers been i...

1 Sep 20229min

Market View Minutes: Investments linked to the new Inflation Reduction Act

Market View Minutes: Investments linked to the new Inflation Reduction Act

Have you ever wanted to invest like Goldman Sachs? Well, today Michelle Martin looks at their latest research for about investments linked to the US’ new Inflation Reduction Act. The US is preparing t...

1 Sep 20223min

Market View: China's largest developer record profit slump, Snap, Facebook, HP, PropNex, Marco Polo Marine, US Job vacancies

Market View: China's largest developer record profit slump, Snap, Facebook, HP, PropNex, Marco Polo Marine, US Job vacancies

China's largest developer recently reported a record 96% profit slump for the first half of this year. What kind of impact will this have on markets? In separate news, a Credit Suisse  note recommends...

31 Aug 202221min

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