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.

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Market View: Elon Musk's dance with Twitter, GoTo IPO, Discovery’s David Zaslav, Nio, Shopify, Alibaba, CBD rents

Market View: Elon Musk's dance with Twitter, GoTo IPO, Discovery’s David Zaslav, Nio, Shopify, Alibaba, CBD rents

Is he or is he not on Twitter's board? Elon Musk makes an about-turn about his role at Twitter, plus how GoTo's stock performed at its IPO debut and new leadership at Warner Bros' Discovery make the h...

12 Apr 202222min

Influence: Is GoTo’s IPO overvalued amid a plateauing tech landscape?

Influence: Is GoTo’s IPO overvalued amid a plateauing tech landscape?

GoTo has announced plans for a US$1.26bn IPO on the Indonesia Stock Exchange, valuing the company at US$26-29bn, but Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer says it c...

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Money and Me: Can S-Reits maintain its upswing from Q1?

Money and Me: Can S-Reits maintain its upswing from Q1?

Singapore REITs are poised to benefit from positive momentum as Singapore eases pandemic restrictions and border measures. But can they maintain the upswing? Michelle Martin gets an analysis from Kenn...

12 Apr 202214min

Market View Minutes with Michelle: China's "Little Giants" -- who they are and what investors need to know

Market View Minutes with Michelle: China's "Little Giants" -- who they are and what investors need to know

China's "Little Giants" are a group of government-endorsed start-ups in China that’s becoming a “growing force” in the country’s push for greater technological self-reliance. Michelle Martin introduce...

12 Apr 20222min

Market View: Earnings week, Zhenro Properties defaults, Russia to halt bond issuance, Elon Musk and Twitter, Tencent, HPL, Hotel Properties, Stashaway

Market View: Earnings week, Zhenro Properties defaults, Russia to halt bond issuance, Elon Musk and Twitter, Tencent, HPL, Hotel Properties, Stashaway

Michelle Martin and Ryan Huang begin Market View on the macro front with a playbook of earnings due this week, discuss the bond payment default of China's Zhenro Properties and Russia's move to halt b...

12 Apr 202219min

Money and Me: Investing in global infrastructure and the semi conductor industry. Plus a closer look beyond the retail rush for Twitter.

Money and Me: Investing in global infrastructure and the semi conductor industry. Plus a closer look beyond the retail rush for Twitter.

Tim Phillips, Head of Content & Investment Lead for ProsperUs by CGS-CIMB Securities shares with Michelle Martin his stock take on Brookfield Infrastructure Partners and ASML, and whether Twitter can ...

8 Apr 202221min

Market View Minutes with Michelle: Warren Buffett's stake in HP, Peter Thiel's rant at Bitcoin 2022, Samsung Electronics, Malaysian hotels, Sembcorp Industries, USD

Market View Minutes with Michelle: Warren Buffett's stake in HP, Peter Thiel's rant at Bitcoin 2022, Samsung Electronics, Malaysian hotels, Sembcorp Industries, USD

Michelle Martin talks about Berkshire Hathaway's latest massive purchase, Peter Thiel's comments on Warren Buffett and naming Jamie Dimon and Larry Fink as crypto’s enemies, plus analyst directions on...

8 Apr 20226min

Influence: Dilmah Tea's CEO Dilhan C. Fernando on business leaders and social reform

Influence: Dilmah Tea's CEO Dilhan C. Fernando on business leaders and social reform

Michelle Martin meets the man heading the iconic tea company that has become a household name. Dilmah Tea's second-generation leader and current CEO Dilhan C. Fernando shares the company's storied his...

7 Apr 202213min

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