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: How likely and to what extent could Singapore Banks suffer credit losses?

Money and Me: How likely and to what extent could Singapore Banks suffer credit losses?

What does the potential headwind of "higher-for-longer inflation" mean for Singapore banks across their entire portfolio? Michelle Martin finds out with Rena Kwok, Credit Analyst, Bloomberg intelligen...

31 Aug 20227min

Market View Minute: Bright spots in a gloomy market

Market View Minute: Bright spots in a gloomy market

The mood in the markets is gloomy these days — and some investment banks, like Credit Suisse, say it may be better to keep more of your money on the sidelines, at least for the near term — but that do...

31 Aug 20223min

Market View: Pinduoduo to the moon, BYD strong profits, GoTo Hatten Land, Ambani + Adani, US Fed shrinks portfolio

Market View: Pinduoduo to the moon, BYD strong profits, GoTo Hatten Land, Ambani + Adani, US Fed shrinks portfolio

Michelle Martin and Ryan Huang help unpack the details behind Pinduoduo's latest earnings results, which saw its numbers beating estimates. They also explore the factors contributing to BYD's strong p...

30 Aug 202220min

Market View Minutes: Property or fast food? Which are investors looking at?

Market View Minutes: Property or fast food? Which are investors looking at?

Jollibee’s is one of the most famous Filipino brands, and it has an aggressive expansion plan. But is it a good investment? We’ll see what the analysts are saying as we also examine a property company...

30 Aug 20222min

Money and Me: How one Reddit Review spiked a huge increase in this company's sales

Money and Me: How one Reddit Review spiked a huge increase in this company's sales

We meet the founder of All Citizens, a performance menswear company, 32-year old Danny Charbonnet. The brand counts 20,000 customers in America and Canada to date, plans to expand into the United King...

30 Aug 202220min

Market View: Fed Jerome Powell speech recap, September Slump, Sinopec, Amazon, Apple AR/VR Headset, Chinese economic growth

Market View: Fed Jerome Powell speech recap, September Slump, Sinopec, Amazon, Apple AR/VR Headset, Chinese economic growth

What were some of the highlights of Fed Jerome Powell's recent speech and how are markets responding to it so far? As the Federal Reserve continues to slow the economy, which dividend stocks are worth...

29 Aug 202221min

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Money and Me: How is Guardant Health improving clinical outcomes for cancer patients?

Simranjit Singh is the CEO of Guardant Health, a precision oncology company that launched the first FDA-approved blood test for genomic testing across all solid cancers about 2 years ago. And just rec...

29 Aug 20229min

Market View Minute: Thompson Medical Groups surge in profits

Market View Minute: Thompson Medical Groups surge in profits

Running vaccination clinics pays off for Thomson Medical which is reporting banner profits and dividends. How much? Michelle Martin finds out in Market View MinutesSee omnystudio.com/listener for priv...

29 Aug 20222min

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