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(3737)

Money and Me: Smart Money Moves for Fresh Graduates

Money and Me: Smart Money Moves for Fresh Graduates

Hosted by Michelle Martin, join us on Money and Me the show all about making your money work harder for you, as we dive into financial strategies for young graduates with Elijah Lee, Senior Financial ...

7 Okt 202421min

Market View: Far East Orchard, Raffles Medical, SATS, Hotel Properties Limited, Delta Airlines, Domino’s Pizza, JP Morgan Chase, Wells Fargo, Ubisoft, Hon Hai Precision, Seatrium, McDonald’s, and Thai Bev

Market View: Far East Orchard, Raffles Medical, SATS, Hotel Properties Limited, Delta Airlines, Domino’s Pizza, JP Morgan Chase, Wells Fargo, Ubisoft, Hon Hai Precision, Seatrium, McDonald’s, and Thai Bev

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into the latest moves in Asia-Pacific stocks and institutional buying in Singapore's Straits...

7 Okt 202422min

Money and Me: SIAS' David Gerald on what is “not happening” in his lifetime

Money and Me: SIAS' David Gerald on what is “not happening” in his lifetime

Markets can clobber investors and ruin lives. When David Gerald founded the largest retail investor body in Asia in 1999, he was leading the fight in a truly asymmetric contest with some despairing in...

4 Okt 202424min

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Market View: Israel-Iran Conflict, Levi Strauss, Eli Lilly, Seven & I, Warren Buffett, and DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s discussion kicks off with rising oil prices following US President Biden's remarks on the potential Isra...

4 Okt 202429min

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Market View: Tesla, Ford, GM, Toyota, Eli Lilly, Dell, Latam, Shimao Group, Longfor Holdings, Lion-OCBC ETF, GRU, DFI Retail, Hong Kong Land, Keppel Corp, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin, hear Michelle and Ryan Huang deep dive into Hong Kong's stock rally, with Shimao Group and Longfor Holdings making significant g...

3 Okt 202425min

Money and Me: Hunting for Great Companies with Simon Kold

Money and Me: Hunting for Great Companies with Simon Kold

Hosted by Michelle Martin, this episode features Simon Kold, fund manager, former stand-up comedian, and author of On the Hunt for Great Companies. Simon shares his unique journey from being part of m...

2 Okt 202425min

Market View: Thai Beverage, HomesToLife, FrontView REIT, Adani Enterprises, Boeing, Wilmar International, Jardine Matheson, Hongkong Land, Dyson, McCormick, PepsiCo, Mastercard, Rizap

Market View: Thai Beverage, HomesToLife, FrontView REIT, Adani Enterprises, Boeing, Wilmar International, Jardine Matheson, Hongkong Land, Dyson, McCormick, PepsiCo, Mastercard, Rizap

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Thai Beverage’s IPO plans, HomesToLife’s public relisting, and FrontView REIT’s US-focused I...

2 Okt 202421min

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

SIEWCast: How the IEA Regional Cooperation Centre in Singapore will deepen our partnerships for energy transition across Asia

In this episode Michelle Martin speaks with Puah Kok Keong, Chief Executive of the Energy Market Authority, about his vision for Singapore’s energy sector, the International Energy Agency’s regional C...

2 Okt 202417min

Populært innen Business og økonomi

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