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(3734)

Market View: CapitaLand, OCBC, UOB, City Developments, Yangzijiang Financial, Samsung, Alibaba, Ant Group, Palantir, Netflix

Market View: CapitaLand, OCBC, UOB, City Developments, Yangzijiang Financial, Samsung, Alibaba, Ant Group, Palantir, Netflix

Join Michelle Martin on her tour of markets! In this special solo edition, Michelle explores the latest on corporate share buybacks, with insights into CapitaLand Investment, OCBC, UOB, City Developme...

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Market View: US October PPI figures, Buffett’s latest stock purchase, Applied Materials, US EV, Nissan, Japan’s economy, Michael Burry doubles down in China

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Inflation has been at the top of many people’s minds in recent years. After all, with food and energy prices going up, the issue of rising cost of living further exacerbates Singapore’s position as on...

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Market View: US October CPI data, AMD layoffs, Best performing US stocks of 2024, Tencent earnings, Cisco, Robinhood, Exxon Mobil, China’s Housing Market, Thai Baht

Market View: US October CPI data, AMD layoffs, Best performing US stocks of 2024, Tencent earnings, Cisco, Robinhood, Exxon Mobil, China’s Housing Market, Thai Baht

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Money and Me: How Revolut is helping you to save big on your next holiday

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When travelling, currency exchange rates can be a killer—especially with hidden fees at banks or exchange booths. In fact, according to key insights from Revolut and YouGov’s recent Survey, almost 50%...

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Why are US Treasury yields and the greenback climbing on Wall Street? Is the rally in the US market finally stalling? How did Spotify perform in its latest earnings results? And what’s contributing to...

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Money and Me: Learn to live richly with ‘Financial Gymnastics’ today! 

Money and Me: Learn to live richly with ‘Financial Gymnastics’ today! 

Being financially rich takes more than just racking in a large sum of salary every month. According to Mastercard’s latest study, Inside the Wealthy’s Playbook: How the Affluent are Mastering Their Mo...

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Market View: US Markets unstoppable bull run, Grab surges 15%, Bitcoin breaks $89,000 mark, Tesla, MicroStrategy, Nestle, Procter & Gamble, Japanese chips and AI, Food Empire 

Market View: US Markets unstoppable bull run, Grab surges 15%, Bitcoin breaks $89,000 mark, Tesla, MicroStrategy, Nestle, Procter & Gamble, Japanese chips and AI, Food Empire 

Last night marked the 5th straight session that US stocks have been rising, with almost every session breaking record highs! Why do JP Morgan and Morgan Stanley think the market still has room to run?...

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