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(3748)

Market View: Instacart vs Klaviyo IPO, Warren Buffett’s AI bets, BP, Chevron, Exxon, Shell, ConocoPhillips, Morgan Stanley, Nikola, Korean Chipmakers

Market View: Instacart vs Klaviyo IPO, Warren Buffett’s AI bets, BP, Chevron, Exxon, Shell, ConocoPhillips, Morgan Stanley, Nikola, Korean Chipmakers

Michelle Martin and Ryan Huang dissect the 5 things you need to know about Instacart and Klaviyo’s IPO, what the latest listings suggest about the state of the US markets and the 2 AI stocks that Warr...

19 Sep 202321min

Money and Me: What China’s youth unemployment means for the economy

Money and Me: What China’s youth unemployment means for the economy

Why is unemployment in China hitting college-educated youths the hardest? And how will mounting employment frustrations amongst the educated youth affect president Xi Jinping’s vision for a stronger C...

18 Sep 202310min

Market View: GHY raises stakes, DBS ‘buy’ call on Frasers Property, H&M, Shiseido, YG Entertainment, SIA & Scoot, Huawei Hynix memory tech, US auto workers strike

Market View: GHY raises stakes, DBS ‘buy’ call on Frasers Property, H&M, Shiseido, YG Entertainment, SIA & Scoot, Huawei Hynix memory tech, US auto workers strike

On today’s episode of Market View, Michelle Martin and Ryan Huang find out why DBS is bullish on Frasers Property, who’s buying GHY’s shares, the implications of the reveal of Huawei’s years-old Hynix...

18 Sep 202319min

Money and Me: Turning smart financial decisions into revenue

Money and Me: Turning smart financial decisions into revenue

Michelle Martin invites Seth Wee, a popular face on YouTube, to talk about his favourite miles card, what’s in his portfolio, his biggest investment lesson he wishes he learnt earlier and advise for t...

15 Sep 202321min

Money and Me: How to turn an idea into a viable business model

Money and Me: How to turn an idea into a viable business model

Michelle Martin speaks with Saim Yeong Harng, CEO, CardsPal to discuss how he charted his journey from a conventional decade-long career in banking to starting his own fintech venture, and how CardsPa...

15 Sep 202315min

Market View: Arm’s stock jumps 25%, Huawei, Yum China, LVMH, UAW targeted strike plans, Bank Reserve Requirements in China, Warren Buffett sells struggling stock

Market View: Arm’s stock jumps 25%, Huawei, Yum China, LVMH, UAW targeted strike plans, Bank Reserve Requirements in China, Warren Buffett sells struggling stock

Why aren’t many ETFs buyers of the Arm IPO, despite its 25% debut jump? What do you need to know about UAW’s targeted strike plans? Which struggling stock is Warren Buffett selling? Michelle Martin an...

15 Sep 202322min

Money and Me: OKX on the crypto landscape

Money and Me: OKX on the crypto landscape

Michelle Martin invites Lennix Lai, Global Chief Commercial Officer at OKX on the show to discuss how the exchange is working to build trust with consumers in a sceptical environment, the opportunitie...

14 Sep 202314min

Market View: BP’S CEO ousted, Birkenstock files for IPO, American Airlines, Olam Group, Qantas, Johnson & Johnson and Bayer, US inflation numbers

Market View: BP’S CEO ousted, Birkenstock files for IPO, American Airlines, Olam Group, Qantas, Johnson & Johnson and Bayer, US inflation numbers

What impact is BP’s CEO, Bernard Looney’s departure likely to have on the company’s business? Are Birkenstocks’ plans to go public a sign that the IPO market is picking up? And what do the latest US i...

14 Sep 202316min

Populärt inom Business & ekonomi

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