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.

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Episoder(3770)

Market View: Hong Kong earnings delay, Shanghai lockdown, SG foreign worker levy, bumper dividends, Oscars 2022, Bayer, Grab, SingTel

Market View: Hong Kong earnings delay, Shanghai lockdown, SG foreign worker levy, bumper dividends, Oscars 2022, Bayer, Grab, SingTel

Why are Hong Kong tycoons looking to buy Chinese real estate? Who are the winners and losers from Singapore's new foreign worker levy? Where will we see some bumper dividends? Plus notes on Bayer, Gra...

28 Mar 202218min

Market View Minutes with Michelle: Tech stocks that could outperform in the midst of volatility?

Market View Minutes with Michelle: Tech stocks that could outperform in the midst of volatility?

Three tech names have been listed as companies that have a sound business model, solid financials and good long-term potential -- all key characteristics in a volatile market. Michelle Martin checks t...

28 Mar 20222min

Influence: The Peak x Next Gen Series: Gregory Van, CEO, Endowus

Influence: The Peak x Next Gen Series: Gregory Van, CEO, Endowus

Gregory Van began his investing journey when he was just 17. Now with Endowus, he says he wants to allow retail investors access to institutional investing strategies. Find out how in this interview w...

25 Mar 202221min

Your Health, Your Wealth with Raffles Health Insurance: Do I have options for an IP if I have pre-existing conditions?

Your Health, Your Wealth with Raffles Health Insurance: Do I have options for an IP if I have pre-existing conditions?

In the final episode of this special series, Your Health, Your Wealth: Understanding Your Integrated Shield Plan Options, we learn about your options for an integrated shield plan if you have a pre-ex...

25 Mar 202219min

Market View: EU Digital Markets Act, Nvidia, Intel, Apple, Nio, ST Engineering, Singapore opens up, Russia wants crypto for gas

Market View: EU Digital Markets Act, Nvidia, Intel, Apple, Nio, ST Engineering, Singapore opens up, Russia wants crypto for gas

Singapore eases its strictest Covid-19 restrictions -- Michelle Martin and Ryan Huang discuss what to expect and which sectors are cheering. The European Union passes the Digital Markets Act to curb t...

25 Mar 20226min

Market View Minutes with Michelle:  SG Covid-19 reopening winners

Market View Minutes with Michelle:  SG Covid-19 reopening winners

Singapore enters a new endemic phase in the fight against Covid-19, prompting cheers from the F&B, entertainment and travel sectors. Michelle Martin lists local companies that stand to benefit from th...

25 Mar 20222min

Read: Stolen Focus by Johann Hari

Read: Stolen Focus by Johann Hari

Have we lost our ability to focus? Why has this happened? And can we get it back?Writer and journalist Johann Hari tells Michelle Martin of his personal investigation into how we’ve lost our focus and...

24 Mar 202225min

Money and Me: US recession? China’s tech companies share buyback spree - who could follow, and Berkshire’s latest acquisition

Money and Me: US recession? China’s tech companies share buyback spree - who could follow, and Berkshire’s latest acquisition

Michelle Martin gets thoughts from self-professed Warren Buffett fan Arun Pai, Chief Strategy Officer, FLOW on Berkshire Hathaway's latest acquisition of insurer Alleghany, plus insights on Carl Icahn...

24 Mar 202223min

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