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: Looking ahead to the 2nd half of 2022

Market View Minutes: Looking ahead to the 2nd half of 2022

Investors can’t wait to close the books on the first half of 2022.  To say it’s been rocky would be an understatement.  But, let’s look ahead, what do the next six months have in store for investors a...

28 Jun 20222min

Market View: Wilmar, Keppel and OCBC share buybacks, Propnex, US Markets Quarter-end buying, Apple products release

Market View: Wilmar, Keppel and OCBC share buybacks, Propnex, US Markets Quarter-end buying, Apple products release

Could Wilmar, Keppel and OCBC's recent share buybacks indicate a bullish outlook for the year ahead? And are there opportunities in metals now that prices are facing strong selling pressure? Michelle ...

27 Jun 202220min

Money and Me: What mums want from workplaces

Money and Me: What mums want from workplaces

As the founder & director of Mums@Work and mother of 2, Sher-Li Torrey strongly advocates a work environment that thrives in allowing employees to have better work-family integration. She joins Michel...

27 Jun 202225min

Market View Minutes: Tesla or Nio?

Market View Minutes: Tesla or Nio?

If you placed their cars on an F1 course, which one would win?  While she doesn’t have the answer to that question, Michelle Martin tells us which stock is currently outperforming and why!See omnystud...

27 Jun 20223min

READ: Michael Vlismas, Elon Musk: Risking it All

READ: Michael Vlismas, Elon Musk: Risking it All

Why is Elon Musk, the richest man on earth, so utterly unafraid of taking risks? In his new unauthorized biography of Musk, Michael Vlismas, journalist & author, Elon Musk: Risking it All explores how...

24 Jun 202217min

Money and Me: Should you marry your money in a joint account?

Money and Me: Should you marry your money in a joint account?

He is an experienced Mediator, Solemnizer and has been married for 30 years. Mr P Thirunal Karasu, Director, Singcorp International shares his views on whether it is a good idea for couples to set up ...

24 Jun 202214min

Market View: Singapore Inflation, Investing in a Bear Market, Sheng Siong, Japfa, Meta, TikTok

Market View: Singapore Inflation, Investing in a Bear Market, Sheng Siong, Japfa, Meta, TikTok

How long will it take for us to bring Singapore's inflation under control? And how exactly do we invest in a bear market? Michelle Martin asks Yeap Jun Rong, Market Strategist, IG. They also discuss w...

24 Jun 202219min

Market View Minutes: A silver lining for investors in a bear market

Market View Minutes: A silver lining for investors in a bear market

Are higher food prices driving you bananas? Well, bananas are big business for some, and one company in this space is reporting significantly higher profits. Michelle Martin reveals it on Market View ...

24 Jun 20222min

Populært innen Business og økonomi

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