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(3766)

Market View: Which corporate directors apparently believe their stocks offer good value at their current levels? TESLA, AUD & US retail sales

Market View: Which corporate directors apparently believe their stocks offer good value at their current levels? TESLA, AUD & US retail sales

Michelle Martin looks at significant corporate share buybacks and director deals. Later she examined JPMorgan CEO Jamie Dimon and Tesla’s Elon Musk's comments — that are likely to fuel the bearish nar...

6 Jun 20228min

Money and Me: How to outwit a scammer?

Money and Me: How to outwit a scammer?

Michelle Martin learns some tips and tricks to outwit the scammer in this conversation with Joanne Lai, Co-author, Don’t Get Scammed!: Understanding Scams and Protecting Yourself Against Them. See omn...

3 Jun 202222min

Influence: How does a stroke survivor feel and tackle life after a stroke?

Influence: How does a stroke survivor feel and tackle life after a stroke?

How does one’s life change after surviving a stroke? In the book he has written and illustrated, A Cry in The Dark by Terence Ang brings us a story filled with the realities faced as a stroke survivor...

3 Jun 202211min

Market View: What's behind the slow rally in the US? Pinterest, Snap, Meituan, Apple in focus

Market View: What's behind the slow rally in the US? Pinterest, Snap, Meituan, Apple in focus

Is Apple heading for a death cross? Who was one of the biggest gainers on the Singapore market recently? Michelle Martin finds out.See omnystudio.com/listener for privacy information.

3 Jun 20228min

Market View Minutes: The Tesla of Farming

Market View Minutes: The Tesla of Farming

Who is Tesla of Farming? Regular listeners of this show may know the answer but don't fret, Michelle Martin reveals the answer in Market View Minutes. She'll also let you in on what this company has i...

3 Jun 20222min

Money and Me: How do carbon credits work as an asset class? How can we assess S-reits as inflation hedges? Are we underestimating the impact of quantitative tightening?

Money and Me: How do carbon credits work as an asset class? How can we assess S-reits as inflation hedges? Are we underestimating the impact of quantitative tightening?

Michelle Martin asks Arun Pai ( Investments Team, Monk's Hill Ventures) for a primer on carbon credit trading, how to assess S-Reits as an inflation hedge and for a breakdown of what quantitative easi...

2 Jun 202226min

Market View: EV wars, FORD, TESLA, NIO, Malaysia clarifies chicken ban, META's shar eprice, Boeing and Gamestop

Market View: EV wars, FORD, TESLA, NIO, Malaysia clarifies chicken ban, META's shar eprice, Boeing and Gamestop

Why did US indices lose ground overnight? Are the EV wars heating up and what does that mean for share prices of companies in the sector. Meta's COO is stepping down, how have investors reacted? Miche...

2 Jun 20227min

Market View Minutes: Are jeans a good investment?

Market View Minutes: Are jeans a good investment?

Are you a denim type of guy or gal? Well, jeans are big money. Did you know that a pair of 501 originals sells for nearly $200 on Levi’s Singapore website? Ok, $189.90 to be exact. But, wow, that’s a ...

2 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
pengesnakk
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
rss-markedspuls-2
livet-pa-veien-med-jan-erik-larssen
rss-investering-gjort-enkelt
utbytte
liberal-halvtime
okonomiamatorene
lederskap-nhhs-podkast-om-ledelse