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)

Market View: Wall Street reactions to Ukraine war, Apple and Sea Ltd, Salesforce, South Korean exports, China factory growth, Golden Agri, Medtecs, V3 Group IPO

Market View: Wall Street reactions to Ukraine war, Apple and Sea Ltd, Salesforce, South Korean exports, China factory growth, Golden Agri, Medtecs, V3 Group IPO

Join Michelle Martin and Ryan Huang as they dissect the latest reactions from Wall Street to the Ukraine war, plus moves from consumer companies like Apple and Warner Media against Russia. Later on, t...

2 Mar 202220min

Market View Minutes with Michelle: Is it time to buy back into US stocks?

Market View Minutes with Michelle: Is it time to buy back into US stocks?

Michelle Martin makes the case for big value US stocks amid a bearish market.See omnystudio.com/listener for privacy information.

2 Mar 20223min

Money and Me: How making money habits visual is the heart of this fintech

Money and Me: How making money habits visual is the heart of this fintech

Michelle Martin speaks with Laurent Bertrand, Founder and Chief Executive Officer, BetterTradeOff to learn his biggest money lessons, the end game for his start-up and how he thinks money behaviors ca...

1 Mar 202215min

Market View Minutes with Michelle: A tech company bucking the dwindling Nasdaq trend

Market View Minutes with Michelle: A tech company bucking the dwindling Nasdaq trend

GoPro is a rare tech company that's getting a nod of approval by an investment firm. What about it signals potential to soar? Michelle Martin finds out.See omnystudio.com/listener for privacy informat...

1 Mar 20222min

Market View: The state of the Russian ruble, Singapore sanctions, Biden's State of the Union debut, Nio IPO, Toyota cyberattack, Tesla Germany, Jardine Cycle and Carriage, UOL, China Everbright, OUE, YanlordI

Market View: The state of the Russian ruble, Singapore sanctions, Biden's State of the Union debut, Nio IPO, Toyota cyberattack, Tesla Germany, Jardine Cycle and Carriage, UOL, China Everbright, OUE, YanlordI

n this edition of Market View, Michelle Martin and Ryan Huang's start with updates on the war in Ukraine, Singapore corporates' response and whether US President Joe Biden will address the conflict in...

1 Mar 202215min

Money and Me: Is 2022 the year when global real estate rises sharply? Where is capital being deployed?

Money and Me: Is 2022 the year when global real estate rises sharply? Where is capital being deployed?

Michelle Martin discusses drivers behind the bullish real estate projections in 2022.Benett Theseira, Head of Asia Pacific, PGIM Real Estate to share more about what the investment firm thinks will.S...

28 Feb 202211min

Market View Minutes: Who are the four giants at the top of Berkshire Hathaway's holdings?

Market View Minutes: Who are the four giants at the top of Berkshire Hathaway's holdings?

Berkshire Hathaway, famous for its buy-and-hold strategy, had a banner year in 2021, and it's largely thanks to four giants that are significant to the firm's holdings. Who are they, and how are these...

28 Feb 20223min

Market View: Could the Ruble collapse? FX panic, oil, gold, BP, Rosneft, Elon Musk, crypto donations to Ukraine, Berkshire Hathaway, SingPost, Dasin Retail Trust, Yangzijiang Shipbuilding, China Aviation Oil, SG Car Mart, Singtel

Market View: Could the Ruble collapse? FX panic, oil, gold, BP, Rosneft, Elon Musk, crypto donations to Ukraine, Berkshire Hathaway, SingPost, Dasin Retail Trust, Yangzijiang Shipbuilding, China Aviation Oil, SG Car Mart, Singtel

Michelle Martin and Ryan Huang catch up on the latest panic in forex markets amid the conflict in Ukraine, and its impact on oil, gold and even the crypto markets. They also discuss corporate angles t...

28 Feb 202217min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
morgenkaffen-med-finansavisen
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
okonomiamatorene
lederpodden
liberal-halvtime
rss-politisk-preik