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)

Market View: DBS, OCBC, UOB, Tesla, BYD, SoftBank, Philips, McDonald's, Amazon, Samsung, Thai Bev, Japan's Cash

Market View: DBS, OCBC, UOB, Tesla, BYD, SoftBank, Philips, McDonald's, Amazon, Samsung, Thai Bev, Japan's Cash

Hosted by Michelle Martin with Ryan Huang. We begin this morning in Singapore, where banking shares, including DBS, OCBC, and UOB, have driven the Straits Times Index to its highest level in over two ...

4 Jul 202422min

Money and Me: "What I would do with my money if I were 20" featuring Christopher Tan, CEO, Providend

Money and Me: "What I would do with my money if I were 20" featuring Christopher Tan, CEO, Providend

Send this episode packed with financial treasures learnt on home ground onto a young person you love! In this priceless episode, Michelle Martin invites a veteran wealth management leader, 54-year-old...

3 Jul 202423min

Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

Market View: Tesla, General Motors, Nio, Zeekr, Geely, Nikola, Eli Lilly, Moderna, Uber, Qatar Airways, Barito Renewables Energy, Paramount

Michelle Martin and Ryan Huang blitz through markets! This morning, we dive into the business of cars, more cars, and big pharma. Tesla reports better-than-expected Q2 vehicle deliveries, surging 10% ...

3 Jul 202422min

Money and Me: Is the Party Over for SEA Limited?

Money and Me: Is the Party Over for SEA Limited?

Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operatin...

2 Jul 20248min

Money and Me: To what extent would you let an entirely digital or AI form of wealth management grow your money?

Money and Me: To what extent would you let an entirely digital or AI form of wealth management grow your money?

Michelle Martin invites Hayley Haupt, Partner and APAC Wealth Management Lead at Capco to discuss how wealth management is meeting current preferences for AI. Hayley shares insights from a recent Capc...

2 Jul 202412min

Market View: Boeing, Meta, Chewy, GameStop, BYD, Samsung, Apple, SingTel, Singapore Airlines, and Salesforce

Market View: Boeing, Meta, Chewy, GameStop, BYD, Samsung, Apple, SingTel, Singapore Airlines, and Salesforce

Join Michelle Martin with Ryan Huang blitz through markets! This episode dives into the legal challenges faced by Boeing and Meta. Discover how Boeing is navigating a potential plea deal with the US J...

2 Jul 202419min

Market View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, Boeing

Market View: Mapletree Logistics Trust, Mapletree Panasia Commercial Trust, City Developments, DFI Retail, Yangzijiang Shipbuilding, ST Engineering, SingTel, OCBC, UOB, CapitaLand Investment, Del Monte, Keppel Infrastructure Trust, Boeing

Join Michelle Martin in her blitz through markets. Michelle chats with Ryan Huang this morning. Hard to believe it, but we are halfway through 2024, making it a good time to take stock and see how the...

1 Jul 202419min

Author Raju Chellam on AI, the future of humanity and climate activism

Author Raju Chellam on AI, the future of humanity and climate activism

The Singapore Strain is a new work of fiction by author Raju Chellam. Michelle Martin speaks to Chellam to find out more about the pandemic narrative.See omnystudio.com/listener for privacy informatio...

28 Jun 202421min

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