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(3774)

Money and Me: Navigating geopolitical risks to growth and long-term investments

Money and Me: Navigating geopolitical risks to growth and long-term investments

Michelle Martin discusses growth investing opportunities and where VP Bank’s convictions lie for 2022 with Thomas Rupf, CIO Asia & Head of Trading Execution, VP Bank Ltd Singapore Branch.See omnystudi...

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Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Money and Me: How to light your F.I.R.E. – Financial Independence Retire Early

Do you feel like you’re a slave to your job? What if you want to quit and have no savings? You might want to consider lighting a F.I.R.E., which stands for Financial Independence Retire Early. Michell...

22 Mar 202221min

Market View Minutes with Michelle: Why concrete, crypto and groceries are attracting investors

Market View Minutes with Michelle: Why concrete, crypto and groceries are attracting investors

Michelle Martin notes three companies in very different sectors that are appealing to investors.See omnystudio.com/listener for privacy information.

22 Mar 20222min

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

Market View: ESR Reit, ARA Logos, Warren Buffett buys Alleghany, Koufu delists, Fed interest rate hikes, China Eastern crash, Boeing, Nike, Pinduoduo, Hilton Hotels

The merger ESR Reit and ARA Logos is finally happening -- what went down in the shareholder EGM? Berkshire Hathaway boosts its insurance buys with Alleghany, the impact of Koufu delisting and the US F...

22 Mar 202225min

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Money and Me: US Feds finally raises interest rates, Chinese tech stock rout and what happens after Sea Ltd’s 75% wipeout

Michelle Martin and Arun Pai, Chief Strategy Officer, FLOW discuss the US Feds’ interest rate hike, the recent Chinese tech stock rout and thoughts on Forest Li’s letter to staff of Sea Ltd after its ...

21 Mar 202225min

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

Influence: Singapore bids goodbye to the Irish Ambassador Patrick Bourne

On St Patrick's Day, the Irish Ambassador to Singapore since 2018, H. E. Patrick Bourne shares his reflections of his time in Singapore, his thoughts on factors for keeping diplomacy alive in the mids...

21 Mar 202213min

Money and Me: How to weather a stormy market

Money and Me: How to weather a stormy market

Could the Ukrainian crisis speed up the decoupling between China and the US ? What could this and wider geopolitical uncertainty mean for long term investors?Are there beaten down growth stocks to buy...

21 Mar 202218min

Market View Minutes with Michelle: Stock for a gamer?

Market View Minutes with Michelle: Stock for a gamer?

If you are a gamer, you want to hear which company Michelle Martin has her sights on today.See omnystudio.com/listener for privacy information.

21 Mar 20222min

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