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(3714)

Money and Me: Can These Viral Trends Build Fortunes?

Money and Me: Can These Viral Trends Build Fortunes?

From fiery ramen to quirky toys, viral sensations are reshaping markets at lightning speed. Hosted by Michelle Martin, this episode dives into Samyang’s Buldak noodles — up 93% this year — and Pop Ma...

21 Aug 202523min

Market View: Food, AI, and Retail in Focus

Market View: Food, AI, and Retail in Focus

Wall Street’s AI stars, US retail giants, and a surprising food inflation play — what’s driving markets today? Hosted by Michelle Martin with Ryan Huang, this episode spotlights Albertsons, Nvidia, Pa...

21 Aug 202512min

Money and Me: Investing in a Cautious World

Money and Me: Investing in a Cautious World

Singapore’s GDP outlook has just been revised—what does this mean for your money and your next move? In this episode, we decode the implications of Singapore’s 2025 growth forecast and what it means f...

20 Aug 20259min

Market View: UOL’s Hot Streak and Wall Street’s Chill

Market View: UOL’s Hot Streak and Wall Street’s Chill

UOL’s stock is on fire—up nearly 40% this year—can the rally last? Analysts from CGS International, Citi, and DBS say yes, pointing to smart land buys and blockbuster project launches. Meanwhile, Wall...

20 Aug 202514min

Money and Me: Unlocking Real Estate Credit with RealVantage

Money and Me: Unlocking Real Estate Credit with RealVantage

What if the smartest real estate play isn’t buying buildings, but financing them? In this episode, we dive into the rising world of real estate credit, an asset class delivering stable income in today...

19 Aug 202518min

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global...

19 Aug 202524min

Money and Me: Riding Record Highs – Where’s the Yield Now?

Money and Me: Riding Record Highs – Where’s the Yield Now?

Wall Street’s on fire — global indices are smashing records while Singapore’s STI breaks 4,200 for the first time. Hosted by Michelle Martin, this episode asks what’s fueling the rally: Fed rate cut h...

18 Aug 202519min

Market View: Stocks on the Run – Spotify, Sunrun & More  

Market View: Stocks on the Run – Spotify, Sunrun & More  

Wells Fargo names its top stock picks, but are they really set to sprint ahead? Hosted by Michelle Martin with Ryan Huang, this episode dives into the investment bank’s spotlight on Spotify, Sunrun, N...

18 Aug 202511min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
utbytte
finansredaksjonen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
okonomiamatorene
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
lederpodden
rss-markedspuls-2
rss-investering-gjort-enkelt
flypodden
rss-finansforum-2