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(3754)

Market View: SIA Engineering, SEA, Baidu, HSBC, Nasdaq, Pelantir, PayPal, KKR, US debt ceiling

Market View: SIA Engineering, SEA, Baidu, HSBC, Nasdaq, Pelantir, PayPal, KKR, US debt ceiling

Why are SIA Engineering profits so low? What does SEA’s pay rise tell us about labour markets and what are the driving factors behind PayPal’s struggles?  Michelle Martin unwraps these details with Ry...

9 Maj 202323min

Money and Me: Real estate should always be part of Asian investors portfolios - myth or fact?

Money and Me: Real estate should always be part of Asian investors portfolios - myth or fact?

We often come across many myths floating around the concept of investing. It’s natural for everyone to have developed a few stereotypical notions and biases over the years. Michelle Martin speaks to S...

9 Maj 202321min

Market View Minute: How to Pay using Whatsapp

Market View Minute: How to Pay using Whatsapp

Residents in Singapore can now make payments through Whatsapp. Michelle Martin finds out more about the new initiative announced today.See omnystudio.com/listener for privacy information.

9 Maj 20232min

Money and Me: Are stablecoins the future of payments?

Money and Me: Are stablecoins the future of payments?

How would you like to be able to spend your stablecoins anywhere Mastercard is accepted? Well… this is now a reality after Mastercard announced its collaboration with Stables to launch Asia Pacific’s ...

8 Maj 202314min

Market View: Berkshire Hathaway earnings, Apple, Adidas, Fraser & Neave, Far East Orchard, Warren Buffett’s successor to be, DBS outage, US job growth data, US debt ceiling

Market View: Berkshire Hathaway earnings, Apple, Adidas, Fraser & Neave, Far East Orchard, Warren Buffett’s successor to be, DBS outage, US job growth data, US debt ceiling

How has Berkshire Hathaway performed so far? To what extent did the DBS outage affect its reputation? What are some key takeaways from the US job growth data? Michelle Martin unwraps these details wit...

8 Maj 202322min

Market View: Western Alliance plunges 38%, Peloton, DoorDash, Moderna, Ferrari, Icahn Enterprises, OUE Commercial REIT, US Deposit Insurance Fund proposal, Apple’s surprising earnings results, Microsoft collabs with AMD

Market View: Western Alliance plunges 38%, Peloton, DoorDash, Moderna, Ferrari, Icahn Enterprises, OUE Commercial REIT, US Deposit Insurance Fund proposal, Apple’s surprising earnings results, Microsoft collabs with AMD

On this episode of Market View, Dan Koh and Ryan Huang explore the latest on the US banking turmoil, which is seeing another regional bank suffering steep selloff overnight on Wall Street.  They also ...

5 Maj 202320min

Market View: US Fed 25 basis point hike, US potential recession, Etsy, TikTok, Porsche, TSMC, China’s Tourism Business, Qualcomm, Airbus, PacWest Bancorp plunges 56%, JPMorgan and Morgan Stanley banks on fixed-income instruments

Market View: US Fed 25 basis point hike, US potential recession, Etsy, TikTok, Porsche, TSMC, China’s Tourism Business, Qualcomm, Airbus, PacWest Bancorp plunges 56%, JPMorgan and Morgan Stanley banks on fixed-income instruments

Biggest news making headlines this morning is the Federal Reserve approving its 10th interest rate increase in just a little over a year. What were some key takeaways coming out of the FOMC meeting? W...

4 Maj 202320min

Money and Me: Is Gold still considered a safe haven during this period of uncertainty?

Money and Me: Is Gold still considered a safe haven during this period of uncertainty?

Did you know, 2022 marked the strongest year for gold demand in over a decade, with annual gold demand jumping 18%! So what’s driving this exceptional investment demand in gold and can we expect this ...

3 Maj 20238min

Populärt inom Business & ekonomi

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