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: NutryFarm durian shortfall, Singtel earnings, Stamford Land's profits, Aston Martin, Canva

Market View: NutryFarm durian shortfall, Singtel earnings, Stamford Land's profits, Aston Martin, Canva

How did Nutryfarm lose nearly $7million on durians? Ahead of earnings, what can we expect from Singtel's business and has the US markets finally bottomed out? Michelle Martin and Ryan Huang have the a...

30 Mai 202217min

Market View Minutes: Top Asia's safe havens!

Market View Minutes: Top Asia's safe havens!

Which market is proving to be one of Asia’s best safe havens? And which sectors in this market appear set to rise further? Michelle Martin has the answers for you, on Market View Minutes.See omnystudi...

30 Mai 20222min

Read: The House of Little Sisters by Eva Wong Nava

Read: The House of Little Sisters by Eva Wong Nava

Weaving Southeast Asian folklore, Chinese fairy tale and folk religion with history and magic realism, combined with poetry, Eva Wong Nava, Author, The House of Little Sisters latest book draws our at...

27 Mai 202212min

Market View Minutes: Could this be Iron Man's favourite tech company?

Market View Minutes: Could this be Iron Man's favourite tech company?

Who's your favourite Marvel superhero? And would you invest in the company that owns them? Or perhaps, should you be looking at a different type of marvel, a tech company that maybe even Iron Man woul...

27 Mai 20222min

Market View: OCBC to hold additional capital requirement, Alibaba, HSBC, Twitter shareholders sue Musk

Market View: OCBC to hold additional capital requirement, Alibaba, HSBC, Twitter shareholders sue Musk

On this episode of Market View, Michelle Martin and Ryan Huang explore MAS's recent order for OCBC to hold an additional S$300m in regulatory capital over SMS phishing scams and Twitter shareholders' ...

27 Mai 202217min

Money and Me: Why did Terra's UST stablecoin dive?

Money and Me: Why did Terra's UST stablecoin dive?

What gives a stable coin value? If enough people lose confidence in a stable coin is that enough for its value to go up in smoke? Is it important not to dismiss defi and stablecoins as broad categorie...

27 Mai 202218min

Market View: US Retail stocks surge, Caleres Q1 earnings, NVDIA, META, Singapore Condo prices

Market View: US Retail stocks surge, Caleres Q1 earnings, NVDIA, META, Singapore Condo prices

Why are some retail stocks surging and not others? What the Fed’s latest minutes signal. Martin and Ryan Huang also take a deeper look at Elon Musk's plan to refinance his Twitter bid in an effort to ...

26 Mai 202219min

Money and Me: Has the Terra Luna collapse deterred crypto investors? Bitcoin and altcoin performance and outlook.

Money and Me: Has the Terra Luna collapse deterred crypto investors? Bitcoin and altcoin performance and outlook.

Michelle Martin finds if the crypto crash has impacted sentiment in defi with guest Vijay Ayyar, VP Asia Pacific & Global Expansion, Luno. See omnystudio.com/listener for privacy information.

26 Mai 202216min

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