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: Chemicals, Property and Chili crab

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Market View: Bank Earnings and US Markets on the up? Kickoff of Pelosi's APAC tour, Intel, Apple, Keppel

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With overseas and local banks reporting higher than expected earnings, what is driving their business and will the good times for them continue? What does last week's rally in the markets mean for the...

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What do you think is a better investment: travel, coffee or tractors? Which industry is making more money?  Well, three major companies in these sectors announce their earnings this week:  Airbnb, Cat...

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With the US economy contracting by 0.9% and it technically being in recession, Melissa Hyak and Ryan Huang focus on how US and Asian markets are reacting to find them in a surprisingly upbeat mood at ...

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Money & Me: How YouTrip expanded to B2B services amidst the COVID crisis

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With their main revenue stream being so travel dependent, how did YouTrip,  Southeast Asia’s leading multi-currency neobank, not only survive the global lockdowns but even plan their expansion? Meliss...

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Money & Me: From Banking to Baking - What it takes to turn passion into a career

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Would you risk it all and give up a well-paying stable career in Finance to try and pursue your passion? Well, the siblings Lena Chan, Co-founder & Pastry Chef, Mad About Sucre and Eric Chan, Co-found...

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Market View: What to expect looking forward after the Fed's rate hike, Meta, Ford, Kering

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On the back of the US Federal Reserve 75 basis point interest rate hike, Melissa Hyak and Ryan Huang discuss what investors and companies are looking out from the Fed. They also run through how wall s...

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