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(3768)

Money and Me:  Cash upon hospitalisation - what are some considerations?

Money and Me: Cash upon hospitalisation - what are some considerations?

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Influence: Renovatio Bioscience secures a new $20 million mega expansion deal with Woolworths!

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Fast forward 8 months after its $10 million partnership with Woolworths, Renovatio Bioscience just revealed a new $20 million mega expansion deal with the supermarket giant to expand its range and int...

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How is he going to find the time to manage 3 companies? Who might be the white knight in Twitter's future? And CNN+ will be shutting down, just one month after its launch! Michelle Martin and Ryan Hua...

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Market View Minutes with Michelle Martin: How rising interest rates are affecting the Singapore property markets.

Market View Minutes with Michelle Martin: How rising interest rates are affecting the Singapore property markets.

It's no secret that interest rates are on the rise. Michelle Martin finds out how this affects the local property markets, REITs and mortgages. See omnystudio.com/listener for privacy information.

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Money and Me: Bitcoin, Altcoins, crypto and emerging markets and digital property in the metaverse

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Are Bitcoin traders opting for long-term bearishness amid the intense volatility? Michelle Martin discusses news in the crypto landscape with Vijay Ayyar, VP Corporate Development & Global Expansion, ...

21 Apr 202217min

Market View: Tesla's earnings crushes estimates, Investors retreat from streaming, Obamas leaving Spotify

Market View: Tesla's earnings crushes estimates, Investors retreat from streaming, Obamas leaving Spotify

Michelle Martin and Ryan Huang analyse what's driving Tesla's record breaking earnings results and which stock might possibly fall victim similar to that of Netflix's recent drastic selloff. See omnys...

21 Apr 202218min

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