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.

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Market View: Korea EV battery stocks sharp gains, EPA strict vehicle emissions rules, CATL, Sabana Industrial REIT, China IPO stocks, SGX, Micron benefits from Samsung production cut, TSMC sales miss

Market View: Korea EV battery stocks sharp gains, EPA strict vehicle emissions rules, CATL, Sabana Industrial REIT, China IPO stocks, SGX, Micron benefits from Samsung production cut, TSMC sales miss

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Money and Me: How do you prepare yourself for your next overseas opportunity?

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Money and Me: Since it's parent company is private, how can you invest in the excitement around ChatGPT? How is the banking crisis leaving investors divided? Why are short-sellers targeting Toronto Dominion?

With interest still relatively high and possibly going higher, what is the best way for retail investors to think through bond purchases? How do we invest in the excitement surrounding ChatGPT? And is...

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What was behind the OPEC+‘s surprise oil cut decision? What’s the impact of Taiwanese President’s visit to the US on markets? And why is the Thai baht appreciating? Michelle Martin investigates with S...

6 Apr 202325min

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We look at Alibaba's historic breakup into six operating units and how markets are reacting. We also examine what the banking turmoil means for ETF investors. Michelle Martin finds out with Tim Philli...

5 Apr 202325min

Market View: Toronto-Dominion biggest bank short, Alphabet, Ford, Virgin Orbit, L’Oreal, TikTok, Banking crisis leaves traders divided, Fed Job openings data, Elon Musk Twitter Blue tick

Market View: Toronto-Dominion biggest bank short, Alphabet, Ford, Virgin Orbit, L’Oreal, TikTok, Banking crisis leaves traders divided, Fed Job openings data, Elon Musk Twitter Blue tick

Why have short sellers upped their bearish bets against Toronto-Dominion Bank? How is the spiralling banking crisis leaving traders divided? And what do the latest job openings data signal about the F...

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Market View: State of Sembcorp Marine business, Baidu, Bytedance, Genting Singapore, CapitaLand Investment, Dogecoin, Beijing's Micron probe, HSBC rejects Asia spin-off proposal

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Today on Market View, Michelle Martin and Willie Keng, Founder, Dividend Titan find out the state of Sembmarine's business after the company filed notice of 3 straight years of losses, how markets are...

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