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.

Avsnitt(3743)

Money and Me: Where do Malaysia, Singapore and Hong Kong rank in investors' books?

Money and Me: Where do Malaysia, Singapore and Hong Kong rank in investors' books?

Which countries and regions top the Milken Institute's Global Opportunity Index? Michelle Martin finds out with Maggie Switek, Senior Director at the Milken Institute. See omnystudio.com/listener for ...

20 Mars 20249min

Market View: Unilever splits off ice cream unit, AstraZeneca buys Fusion Pharma, Japan interest rates hike, Chipotle, GoTo, Cocoa Prices, Xiaomi, SingPost

Market View: Unilever splits off ice cream unit, AstraZeneca buys Fusion Pharma, Japan interest rates hike, Chipotle, GoTo, Cocoa Prices, Xiaomi, SingPost

Why is Unilever splitting off its ice cream unit? What’s driving the M&A activity in the pharma space? And why didn't the yen rally on news of Japan’s interest rate hike? Michelle Martin puts these qu...

20 Mars 202420min

Money and Me: Why procrastinating with these two documents could be a bad idea for your money

Money and Me: Why procrastinating with these two documents could be a bad idea for your money

"Leave your loved ones your money, not disputes", says our guest. Michelle Martin and Justin Chan, Managing Partner, Justin Chan Chambers LLP reflect on 2 cases of disputes to help us all with legacy ...

19 Mars 202418min

Market View: Apple and Google’s Gemini, AI and Elon Musk, Nvidia, Super Micro, The Nasdaq, UBS, Oil, Bank of Japan interest rates

Market View: Apple and Google’s Gemini, AI and Elon Musk, Nvidia, Super Micro, The Nasdaq, UBS, Oil, Bank of Japan interest rates

On Market View, Michelle Martin and Yeap Jun Rong, Market Strategist, IG Markets find out what’s the latest behind Apple and Google’s collaboration, Elon Musk’s Grok AI chatbot, and why Japan is due f...

19 Mars 202419min

Market View: Director Deals, Apple, Currys, McDonald's, Novartis, SATS

Market View: Director Deals, Apple, Currys, McDonald's, Novartis, SATS

What's the latest on director deals for this week? Why do some analysts think that Apple is behaving more like a defensive stock than a high-growth tech? And what do you need to know about the week ah...

18 Mars 202419min

Money and Me: Will more S-REIT's suspend distributions?

Money and Me: Will more S-REIT's suspend distributions?

Who were the best and worst S-REITs performers of February 2024? And with US inflation staying persistent, how might this affect the US Fed interest rate cut roadmap and ultimately, the growth of S-RE...

15 Mars 202418min

Influence: Meet Ireland's Government Chief Whip

Influence: Meet Ireland's Government Chief Whip

As we look forward to St Patrick's Day celebrations this Sunday in Singapore, Michelle Martin meets the visiting cabinet minister, Ms.Hildegarde Naughton TD, Ireland's Government Chief Whip and Minist...

15 Mars 202415min

Market View: Cisco buys Splunk, AstraZeneca acquires Amolyt Pharma, No Signboard, Cordlife, Nippon Steel, Foxconn, Japan vs India’s stock market, Dick’s Sporting Goods rises

Market View: Cisco buys Splunk, AstraZeneca acquires Amolyt Pharma, No Signboard, Cordlife, Nippon Steel, Foxconn, Japan vs India’s stock market, Dick’s Sporting Goods rises

Why is Cisco acquiring Splunk? How should investors be reading AstraZeneca’s purchase of Amolyt Pharma? And what’s the bullish argument for Japanese stocks? Michelle Martin and Ryan Huang unravel it a...

15 Mars 202422min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
fill-or-kill
rss-kort-lang-analyspodden-fran-di
montrosepodden
borsmorgon
dynastin
rss-inga-dumma-fragor-om-pengar
24fragor
lastbilspodden
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
tabberaset
rss-dagen-med-di