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 travel insurance do you need with Covid cases still a concern?

Money and Me: What travel insurance do you need with Covid cases still a concern?

You've packed your bags but a day before your trip you get test positive for covid. WHo is going to reimburse the cancellation costs for your trip? What sort of insurance overs comprehensive coverage ...

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Market View Minutes: Where is online ad money going?

Market View Minutes: Where is online ad money going?

If you follow the news on social media companies like Meta and Snap, you’d think that the market for online ads is lousy.  A slowing economy leads brands to advertise less as consumers become more thr...

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Market View: OCBC's better-than-expected profits, Pelosi lands in Taiwan, BP, Alibaba, Uber

Market View: OCBC's better-than-expected profits, Pelosi lands in Taiwan, BP, Alibaba, Uber

Today on Market View, Michelle Martin and Ryan Huang have in focus the boost in OCBC's and Far Eastern's profits and their prospects looking forward. They move on to geopolitical rumblings in China an...

3 Aug 202217min

READ: John Aguilar on The Art and Science of the Pitch

READ: John Aguilar on The Art and Science of the Pitch

A big hurdle for entrepreneurs is making a successful pitch. Michelle Martin invites John Aguilar, Author, The Art and Science of the Pitch to share key insights from his new book. This serial entrepr...

3 Aug 202218min

Money and Me: A new bull market or false hopes?

Money and Me: A new bull market or false hopes?

Despite the US economy being in quite the lurch, investors have their eyes on last Thursday's and Friday's market rally. Is this a sign that the worst is over and now is the time to get back into the ...

3 Aug 202213min

Market View Minutes: Bitcoin and MicroStrategy

Market View Minutes: Bitcoin and MicroStrategy

Over the past two years, one company, more than any other, has come to personify the ups and downs of bitcoin.  Well, MicroStrategy is a software and analytics company. But ever since its CEO, Michael...

3 Aug 20222min

Market View: HSBC beating the odds, Pelosi confirmed to visit Taiwan, Malaysia's chicken surplus, Pepsico, Nikola, Boeing

Market View: HSBC beating the odds, Pelosi confirmed to visit Taiwan, Malaysia's chicken surplus, Pepsico, Nikola, Boeing

As HSBC's profits beat market expectations in second quarter, can HSBC continue their surge and fend off pressure for it to split up? On the geopolitics front, how will China react to Taiwan being con...

2 Aug 202218min

Money and Me: Mid-year reflections from a finance pro

Money and Me: Mid-year reflections from a finance pro

"Enough is always elusive - when you reach it, you're not the same person you were when you first decided where your line was" Investors have all sorts of different motivations and aspirations driving...

2 Aug 202220min

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