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.

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Episoder(3739)

Market View: Morgan Stanley, Bank of America, Hugo Boss, Richemont, Goldman Sachs, Ford Motor, SATS, Alphabet, Microsoft, Nvidia, Malaysia Airports, Yangzijiang Shipbuilding, DFI Retail, DBS, OCBC

Market View: Morgan Stanley, Bank of America, Hugo Boss, Richemont, Goldman Sachs, Ford Motor, SATS, Alphabet, Microsoft, Nvidia, Malaysia Airports, Yangzijiang Shipbuilding, DFI Retail, DBS, OCBC

Michelle Martin concisely rounds up the overnight market movements with Ryan Huang. We delve into corporate earnings, focusing on Morgan Stanley, Bank of America, Hugo Boss, and Richemont. Plus, we di...

17 Jul 202421min

Money and Me: 3 Investment themes you cannot ignore

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A host of structural factors and tech advancements make these 3 investment themes, ones you cannot look away from. But how do you navigate the search for opportunities? Michelle Martin features Swapni...

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Market View: Goldman Sachs, BlackRock, Citigroup, Wells Fargo, JPMorgan Chase, Alphabet, Apple, Trump Media & Technology Group, Swatch, Burberry, Macy’s, Nutryfarm International, Yangzijiang Shipbuilding

Market View: Goldman Sachs, BlackRock, Citigroup, Wells Fargo, JPMorgan Chase, Alphabet, Apple, Trump Media & Technology Group, Swatch, Burberry, Macy’s, Nutryfarm International, Yangzijiang Shipbuilding

Michelle Martin starts her morning tour of markets with Ryan Huang, Asia-Pacific markets are trading largely higher this morning, driven by US Federal Reserve Chairman Jerome Powell's remarks on monet...

16 Jul 202423min

Money and Me: How AI is Transforming HR with D N Prasad

Money and Me: How AI is Transforming HR with D N Prasad

Michelle Martin steers this episode to discover the revolutionary impact of AI on the HR landscape with guest D N Prasad, Senior Director – People & Organisation; GovTech and President, SHRI. Discover...

15 Jul 202425min

Market View: Centurion, Accrelist, Citigroup, Wells Fargo, JP Morgan Chase, City Developments, Great Eastern Holdings

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Michelle Martin blitzes through markets with Ryan Huang. Both discuss the impact of the recent attack on Donald Trump and the subsequent rise in Bitcoin prices in Singapore. They also explore institut...

15 Jul 202418min

Market View: US June Inflation data, Magnificent 7 stocks tumble, Small cap stocks recovery, Apple, Tesla, Japanese Yen, Global EV Sales, Singapore Q2 Results

Market View: US June Inflation data, Magnificent 7 stocks tumble, Small cap stocks recovery, Apple, Tesla, Japanese Yen, Global EV Sales, Singapore Q2 Results

What does the recent US inflation data signal about the potential roadmap of interest rate cuts this year? Why are megatech stocks beaten down after 7 consecutives of rally? And why are investors shif...

12 Jul 202421min

Market View: S&P 500 breaks 5600, US broadening market rally, Best & Worst performing Asia stock market, Citigroup, WD40, Costco, Singapore stock market rally

Market View: S&P 500 breaks 5600, US broadening market rally, Best & Worst performing Asia stock market, Citigroup, WD40, Costco, Singapore stock market rally

Semiconductor stocks are pushing markets to higher records, breaking above 5,600 for the first time! But can the US stock market rally broaden beyond these AI players in the second half of 2024? Meanw...

11 Jul 202420min

Market View: Alphabet, Meta, Amazon, Netflix, Nvidia, JPMorgan Chase, Wells Fargo, Tencent, Baidu, Disney, Novo Nordisk, Corning, BP, and Nayuki Holdings

Market View: Alphabet, Meta, Amazon, Netflix, Nvidia, JPMorgan Chase, Wells Fargo, Tencent, Baidu, Disney, Novo Nordisk, Corning, BP, and Nayuki Holdings

Michelle Martin delves into the mixed performance of US stocks, discussing the latest analyst calls on Alphabet, Meta, Amazon, and Netflix. She explores the gold market and silver's impressive rise, a...

10 Jul 202432min

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