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: SingTel's potential sale of Amobee, Moody downgrades LMIR Trust’s rating, DBS clarifies on CEO compensation, Twitter, Alexa

Market View: SingTel's potential sale of Amobee, Moody downgrades LMIR Trust’s rating, DBS clarifies on CEO compensation, Twitter, Alexa

In today's episode of Market View, Michelle Martin and Ryan Huang discusses the  potential sale of Amobee and impact on SingTel's profitability. With Moody's downgrading of Lippo Malls Indonesia Retai...

23 Jun 202219min

Money and Me: Foreign Exchange trading, a reliable investment option?

Money and Me: Foreign Exchange trading, a reliable investment option?

With the crash in the crypto market and fears of significant economic downturns, the million dollar question for investors is "What should I invest in now?" Ashli Koe, Fund Manager, Salzworth Global C...

23 Jun 202212min

Market View Minutes: Taking advantage of bitcoin's fluctuations

Market View Minutes: Taking advantage of bitcoin's fluctuations

Are we in a crypto winter?  With bitcoin prices down 70 percent since last November, many market watchers say we are in for a prolonged downturn and that bitcoin could still fall a lot further.  But t...

23 Jun 20222min

Money and Me: How much critical illness insurance coverage do you need?

Money and Me: How much critical illness insurance coverage do you need?

Don’t leave critical illness plans to when you need it, that’s when you are likely not to qualify. What do we need to look out for when understanding the various plans? Michelle Martin and Elijah Lee,...

22 Jun 202217min

Market View: First US Short Bitcoin-Linked ETF, US Markets narrative, Kellogg's, Keppel DC REIT, Singapore utilities and GST support

Market View: First US Short Bitcoin-Linked ETF, US Markets narrative, Kellogg's, Keppel DC REIT, Singapore utilities and GST support

In today's episode of Market View, Michelle Martin and Ryan Huang talk about the launch of the first U.S. short Bitcoin-linked ETF by ProShares and how short sellers are faring having bet against cryp...

22 Jun 202218min

Market View Minutes: Is this a tech stock or a defence industry play?

Market View Minutes: Is this a tech stock or a defence industry play?

It's no question that big data is big business. But do they make a good investment? Michelle Martin has the answers. See omnystudio.com/listener for privacy information.

22 Jun 20222min

Market View: S-Reits total returns mostly positive, Sembcorp Marine, Keppel DC REIT, Nutryfarm, US Sanctions supercharge China's Chipmaking Industry

Market View: S-Reits total returns mostly positive, Sembcorp Marine, Keppel DC REIT, Nutryfarm, US Sanctions supercharge China's Chipmaking Industry

Despite 2 in 3 S-Reits having fared worse than at IPO, total returns mostly positive. Why is that? Michelle Martin and Ryan Huang unravel this unusual phenomenon and they also discuss why a Sembmarine...

21 Jun 202218min

Market View Minutes: Investing in stock market trends

Market View Minutes: Investing in stock market trends

If you had to name an industry sector that is most closely aligned with market trends, what do you think it would be? Energy? No, it’s the only segment of the S&P 500 that’s currently in positive terr...

21 Jun 20222min

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