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: The Power Law

Money and Me: The Power Law

All investing is based on assessing risks, but venture capitalists assess upside in a particular way. What is the power law that motivates the venture capital investor? Sebastian Mallaby, Author, “The...

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Market View: Oil falls below USD$100 a barrel, SAS, SIA, Foxconn, Changi Airport, Kornit Terminal, Tesla price sentiments

Market View: Oil falls below USD$100 a barrel, SAS, SIA, Foxconn, Changi Airport, Kornit Terminal, Tesla price sentiments

For the first time since early May, oil tumbles below USD$100! How much lower can it get? And how do investor strategies differ during an inflation or a recession? Michelle Martin and Ryan Huang explo...

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Little Luxuries : Where to find deals on locally grown produce

Michelle Martin finds out how consumers can conveniently purchase local produce this month to start supporting Singapore's goals to meet 30% of her nutritional needs through locally produced food.See ...

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Little Luxuries: The 9 new establishments awarded the Bib Gourmand

Little Luxuries: The 9 new establishments awarded the Bib Gourmand

Michelle Martin tours the new additions to the 2022 edition of the Bib Gourmand Selection for the Michelin Guide Singapore and the mouth-watering selections on their menu.See omnystudio.com/listener f...

5 Jul 20222min

Money and Me: Should investors consider Singapore Savings Bonds as part of their portfolio now?

Money and Me: Should investors consider Singapore Savings Bonds as part of their portfolio now?

Just recently, it was reported that the 10-year average return for the August issue of the Singapore Savings Bond (SSB) has climbed to 3 per cent – the highest level recorded since its inception in Oc...

5 Jul 202215min

Market View Minutes: Wall Street's 'must-own' picks

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Wall Street analysts have named a handful of ‘must-own’ stocks for the second half of the year.   They are in a broad range of industries, but the common theme is that they are strong enough to weathe...

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