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)

Read: The Voltage Effect

Read: The Voltage Effect

Is your business built to scale or built to fail? Michelle Martin dives into her book pick and discusses translating an idea for impact with noted economist, John A List, Author of The Voltage Effect....

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Market View: US Federal Reserve raises key lending rates by 75 basis points, Hybe, Robinhood, Sinovac

Market View: US Federal Reserve raises key lending rates by 75 basis points, Hybe, Robinhood, Sinovac

The US Federal Reserve raised its key lending rate by 75 basis points overnight. That’s three times larger than the Fed’s standard increase and it brings the Federal Funds Rate to a trading range of 1...

16 Jun 20227min

Money and Me: What does the 75 interest rate point increase mean for Singaporeans and is crypto really in turmoil?

Money and Me: What does the 75 interest rate point increase mean for Singaporeans and is crypto really in turmoil?

Michelle Martin in conversation with Arun Pai, Investments Team, Monk's Hill Ventures as they discuss why markets are rallying despite the approval of the largest interest rate increase since 1994 by ...

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Read: The Premonition

Read: The Premonition

As the author of Liar's Poker, Moneyball, The Blind Side and The Big Short, Michael Lewis is undoubtedly no stranger to success as a nonfiction writer. In his latest book, 'The Premonition', he uncove...

15 Jun 202227min

Market View: FedEx Dividend Hike, Sea's Shopee leaves Spain, Charles Schwab, Far East Orchard, Coinbase Layoff

Market View: FedEx Dividend Hike, Sea's Shopee leaves Spain, Charles Schwab, Far East Orchard, Coinbase Layoff

With Fedex boosting its quarterly dividend payment by approximately 50%, can we expect other companies to follow suit? What does Sea's Shopee's exit from Spain and team layoff in South-east Asia mean ...

15 Jun 202217min

Money and Me: Is crypto dead or alive?

Money and Me: Is crypto dead or alive?

Is crypto dead or has its use-cases increased? What does that long-term view depend on and could NFT's be a possible strategy for investors dealing with dramatic downturns in the space? Michelle Marti...

15 Jun 202221min

Market View Minutes: Potential bright spots in a gloomy market?

Market View Minutes: Potential bright spots in a gloomy market?

Michelle Martin looks at two companies amidst the gloomy sentiment that could get worse as the US bear market deepens.See omnystudio.com/listener for privacy information.

15 Jun 20222min

Market View: S&P 500 in bear market, Oracle, HRnetGroup, Celsius 53% fall

Market View: S&P 500 in bear market, Oracle, HRnetGroup, Celsius 53% fall

How long do bear markets generally last and how deep do they go? That's the big question Michelle Martin and Ryan Huang explore in Market View. They also discuss to what extent bear markets indicate t...

14 Jun 202218min

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