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(3772)

Market View Minutes with Michelle: Is Microstrategy a crypto company everyone should be looking out for?

Market View Minutes with Michelle: Is Microstrategy a crypto company everyone should be looking out for?

Michelle Martin talks about Microstrategy, the world's largest corporate holder of Bitcoin, and how it prevents the further decline of Bitcoin in the market.See omnystudio.com/listener for privacy inf...

5 Mai 20222min

Market View: What's powering Starbucks record sales in Q1, AMD's business outlook, BP's exit from Russia

Market View: What's powering Starbucks record sales in Q1, AMD's business outlook, BP's exit from Russia

In the midst of corporate earnings season, Michelle Martin and Ryan Huang take a look at several interesting trends that have been shaping this year's stock market narrative. They also discuss how Eur...

4 Mai 202216min

Market View Minutes with Michelle Martin: Buffett's solid investment strategy secret

Market View Minutes with Michelle Martin: Buffett's solid investment strategy secret

What exactly is Warren Bufffett's solid investment strategy that's applicable to everyone? Michelle Martin spills the secret.See omnystudio.com/listener for privacy information.

4 Mai 20222min

Read: Can dealing with your "invisible" self-identity power your business venture?

Read: Can dealing with your "invisible" self-identity power your business venture?

Author of "Start WIth Who", Marcus Marsden discusses the link between a person's self-concept and success for entrepreneurs.See omnystudio.com/listener for privacy information.

4 Mai 202222min

Market View: Review of Singapore's top 3 local banks earnings, Reactions from Keppel and Sembmarine merger, Twitter's Q1 earnings

Market View: Review of Singapore's top 3 local banks earnings, Reactions from Keppel and Sembmarine merger, Twitter's Q1 earnings

What accounts for the loss in the top 3 local banks earnings reported this morning, and what does the rest of the year look like for the banks, especially in a tightening credit environment? Michelle ...

29 Apr 202221min

Market View Minutes with Michelle Martin: Between 3 locally listed companies, which is the black sheep?

Market View Minutes with Michelle Martin: Between 3 locally listed companies, which is the black sheep?

Who's the real winner? An insurance company, a REIT, or a prominent conglomerate? Michelle Martin reveals the stock. See omnystudio.com/listener for privacy information.

29 Apr 20222min

READ: Don’t Quit Your Day Job by Aliza Knox

READ: Don’t Quit Your Day Job by Aliza Knox

She's compressed 40 years of mentorship for her debut book.. Meet Aliza Knox, former head of Twitter, Google and Cloudflares' business in Asia Pacific. Aliza takes us through her new book "Don't Quit ...

29 Apr 202220min

Money and Me: The 12-year old investor whose passion touched over a million lives

Money and Me: The 12-year old investor whose passion touched over a million lives

Michelle Martin meets Rishi Vamdatt, creator of the web and video resource Easy Peasy Finance, and finds out why and how he has started investing since the age of 7. Rishi tells us what's in his portf...

29 Apr 202217min

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