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(3739)

Money and Me: Today's new property cooling measures, the shorter wait time for BTO's, and unlocking the value of your property without selling!

Money and Me: Today's new property cooling measures, the shorter wait time for BTO's, and unlocking the value of your property without selling!

Michelle Martin delves into property cooling measures that kick in from today ( 20 Aug) and the housing highlights from the National Day Rally 2024. Michelle also explores how homeowners can unlock va...

20 Aug 202420min

Market View: 7-Eleven, AMD, ZT Systems, Estee Lauder, Guess, Palo Alto Networks, Google

Market View: 7-Eleven, AMD, ZT Systems, Estee Lauder, Guess, Palo Alto Networks, Google

Join Michelle Martin on her tour of markets! Michelle covers two major M&A deals: Alimentation Couche-Tard’s potential $31 billion buyout of 7-Eleven and AMD’s acquisition of ZT Systems for nearly $5 ...

20 Aug 202413min

Money and Me: Investing, Leverage, and Market Unwinds with Swapnil Mishra

Money and Me: Investing, Leverage, and Market Unwinds with Swapnil Mishra

Join Michelle Martin as she explores the impact of leveraged trades and market unwinds on global investors. Michelle and her guest Swapnil Mishra, Founder of WealthZen and Adjunct Mentor at Singapore ...

19 Aug 202417min

Market View: PropertyGuru, 99 Speed Mart, JSW Cement, Multi-Chem, Mapletree, Singapore Airlines

Market View: PropertyGuru, 99 Speed Mart, JSW Cement, Multi-Chem, Mapletree, Singapore Airlines

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. We dive into Prime Minister Lawrence Wong's National Day Rally and explore new housing and social measures, as w...

19 Aug 202424min

Money and Me: What Business Leaders need to know about Exploring AI's Impact

Money and Me: What Business Leaders need to know about Exploring AI's Impact

Join Michelle Martin as she dives into the transformative potential of AI in business,with Donald McDonald, Head Group Data OCBC, Raju Chellam, Editor-in-Chief of the AI Ethics & Governance Body of Kn...

16 Aug 202424min

Market View: Grab, SingTel, Alibaba, JD.com, Walmart, Ulta Beauty, Weico, Apple, Bavarian Nordic

Market View: Grab, SingTel, Alibaba, JD.com, Walmart, Ulta Beauty, Weico, Apple, Bavarian Nordic

Join Michelle Martin on her tour of markets! Michelle Martin with Ryan Huang dive into  Grab's mixed earnings performance as SingTel posts strong profits. In China, Alibaba struggles while JD.com thri...

16 Aug 202420min

Money and Me: Altria Group and the Most Profitable Dividend Stocks of All Time

Money and Me: Altria Group and the Most Profitable Dividend Stocks of All Time

Buy and Hold investors are going to love this show! Hosted by Michelle Martin, with guest Willie Keng, Founder of Dividend Titan, they explore the incredible performance the most profitable stock of a...

15 Aug 202423min

Market View: Ulta Beauty, Heico, Nike, Starbucks, Far East Orchard, China Aviation Oil, Frencken Group

Market View: Ulta Beauty, Heico, Nike, Starbucks, Far East Orchard, China Aviation Oil, Frencken Group

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into Warren Buffett’s surprising bets on Ulta Beauty and Heico, as well as Bill Ackman’s interest in N...

15 Aug 202423min

Populært innen Business og økonomi

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