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: What first-time property buyers are doing

Money and Me: What first-time property buyers are doing

What do first time property buyers need to be aware of in today’s market. Are there different strategies being used. Michelle Martin finds out with Mister Boon, Senior Group Division Director, ERA Rea...

26 Dec 202323min

Market View: S-REITs boost balance sheets, S-REITs 2024 outlook, Digital Core REIT, Manchester United, Carnival, Sea, MM2, China’s gaming sector selloff, El Niño sweet tooth

Market View: S-REITs boost balance sheets, S-REITs 2024 outlook, Digital Core REIT, Manchester United, Carnival, Sea, MM2, China’s gaming sector selloff, El Niño sweet tooth

What does the outlook of S-REIT look like moving into 2024? What prompted a selloff in China’s gaming sector? And what does it mean that El Niño has a sweet tooth? Michelle Martin investigates with Ry...

26 Dec 202322min

Money and Me: Here's how to make your Christmas dollar work harder

Money and Me: Here's how to make your Christmas dollar work harder

Remember Mrs Lee making a splash when she brought a clutch with white dinosaurs to the White House? In our yuletide show, Michelle Martin invites Belinda Lin, General Manager, The Art Faculty to find ...

22 Dec 202317min

Market View: Nike cost cutting measures, 2023 World’s Best Performing stock, Sabana EGM, Micron, OPEC, CDL, Nanofilm, World’s Busiest Route of 2023

Market View: Nike cost cutting measures, 2023 World’s Best Performing stock, Sabana EGM, Micron, OPEC, CDL, Nanofilm, World’s Busiest Route of 2023

How is Nike responding to a slowdown in sales? How did Tesla rise to retail investor stardom? And what is the world’s best performing stock of 2023? Michelle Martin and Ryan Huang look into the detail...

22 Dec 202322min

Money and Me: How to spend your bonus

Money and Me: How to spend your bonus

How much of a bonus are most companies in Singapore offering? Whatever the quantum you get, our guest has great tips on How to use that cash injection to break away from the rat race. Michelle Martin ...

21 Dec 202320min

Market View: SGX delistings, Tikehau’s Pegasus Asia Spac liquidation, Bytedance, McDonald’s, Lenovo, Warner Bros Discovery, CapitaLand Ascendas REIT, Singapore SPAC market, US Markets profit-taking

Market View: SGX delistings, Tikehau’s Pegasus Asia Spac liquidation, Bytedance, McDonald’s, Lenovo, Warner Bros Discovery, CapitaLand Ascendas REIT, Singapore SPAC market, US Markets profit-taking

How many companies have delisted on the SGX in 2023? Why is optimism in the Singapore SPAC diminishing? And after a 9-day winning streak, have US markets peaked or are investors simply doing some prof...

21 Dec 202319min

Money and Me: Web3: Charting the Internet's Next Economic and Cultural Frontier

Money and Me: Web3: Charting the Internet's Next Economic and Cultural Frontier

Wall Street Journal bestselling author Alex Tapscott joins Michelle Martin to discuss the next chapter in the evolution of the internet and what technological sea change will mean for assets, business...

20 Dec 202328min

2023 Emerging Enterprise Most Promising Sustainability Startup Award Winner: NEU Battery Materials

2023 Emerging Enterprise Most Promising Sustainability Startup Award Winner: NEU Battery Materials

NEU Battery Materials is a Singapore-based lithium battery recycling company. Using their patented clean recycling method, they recycle lithium batteries from your phone to our future, electric vehicl...

20 Dec 202310min

Populärt inom Business & ekonomi

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