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)

Market View: Nvidia, TSMC, Samsung, SK Hynix, Tokyo Electron, Advantest, Dollar Tree, Dick’s Sporting Goods, GoTo

Market View: Nvidia, TSMC, Samsung, SK Hynix, Tokyo Electron, Advantest, Dollar Tree, Dick’s Sporting Goods, GoTo

CapitaLand Investments, and Hello Kitty Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, Market Strategist from IG, they discuss Nvidia’s historic $280 billio...

5 Sep 202422min

Investment Bites: How to position your portfolio ahead of a potential interest rate cut

Investment Bites: How to position your portfolio ahead of a potential interest rate cut

With the widely anticipated US Federal Reserve interest rate cut just around the corner, how should investors be repositioning their investment portfolio and where can you safely park your cash for th...

4 Sep 202412min

Market View: US Stocks tumbling start to September, AI stocks sink, Trump Media, Sanrio, CICT, Moody's, S&P Global

Market View: US Stocks tumbling start to September, AI stocks sink, Trump Media, Sanrio, CICT, Moody's, S&P Global

What's driving US markets significantly lower on its first trading day of September? Has the AI mania gone too far? How should investors think about investing in AI moving forward? And why was Boeing'...

4 Sep 202420min

Market View: Volkswagen factory closure, China and Japan chip relations, China's record breaking game, Huawei

Market View: Volkswagen factory closure, China and Japan chip relations, China's record breaking game, Huawei

Why is Volkswagen considering closing factories in Germany for the first time in its 87 year history! What impact would China's potential severe economic retaliation against Japan have on its economy?...

3 Sep 202422min

Money and Me: Forget AI. What value stocks should you be looking at today?

Money and Me: Forget AI. What value stocks should you be looking at today?

Dan Koh is joined by Cheng Chye Hsern, Head of Investment, Providend to discuss why investors aren't satisfied with their recent quarterly earnings results, if the market rally is broadening beyond te...

3 Sep 202420min

Money and Me: Home Buying simplified for everyone!

Money and Me: Home Buying simplified for everyone!

Anyone who's gone through the process of homeownership knows how tedious and cumbersome it can be to secure a loan. But can this be simplified? Well, Dan Koh is joined by Marshall Poh, CEO, Moneymap w...

2 Sep 202417min

Market View: US Markets defying the odds in August, Buffett trims stake in BofA, Gold prices, Alibaba

Market View: US Markets defying the odds in August, Buffett trims stake in BofA, Gold prices, Alibaba

How did markets in the month of August go from a selling spree to its fourth consecutive month of gains? Why is Warren Buffett cutting stakes in the Bank of America? And what is the world's fastest gr...

2 Sep 202418min

Market View: US economy Q2 performance, September effect, Ulta, Lululemon, US Dollar, Dell, OpenAI, GuocoLand, Japan inflation data

Market View: US economy Q2 performance, September effect, Ulta, Lululemon, US Dollar, Dell, OpenAI, GuocoLand, Japan inflation data

How exactly did the US economy perform in the second quarter of 2024? What do investors need to know about the September effect? Which laggards are likely to be strong beneficiaries of the potential S...

30 Aug 202425min

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