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: Tesla plunged 11%, Mapletree Logistics Trust, UOBKH, NIO, Chip Eng Seng, Southwest Airlines blizzard struggle, Russia's oil ban

Market View: Tesla plunged 11%, Mapletree Logistics Trust, UOBKH, NIO, Chip Eng Seng, Southwest Airlines blizzard struggle, Russia's oil ban

The tech-heavy Nasdaq suffered a bout of selling overnight, driven by Tesla's 11% plunge. Why are investors reacting strongly against the electric vehicle maker? Meanwhile, Russia had also recently an...

28 Dec 202217min

Money and Me: 2023 CPF updates and how you can maximise its benefits

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With CPF updates aplenty in 2023, how can you maximize the benefits to reap its rewards? Well, find out today with Zia-ul Raushan and Dan Koh as they invite on the show Elijah Lee, Financial Services ...

27 Dec 202224min

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Market View: Markets Santa Rally, China’s quarantine-free travel, Sembcorp Marine, EC World REIT, Hong Kong reopening

As China prepares for quarantine free incoming travellers, what can we expect from the world’s second largest economy? And what does this mean for the rest of us here in Asia? Find out with Zia-ul Rau...

27 Dec 202216min

Market View: With daily cases reportedly hitting 1 million, should China be easing quarantine requirements for travellers?

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As China continues it’s push to open up with plans to cut quarantine requirements for overseas travellers next month, reports suggests that the mainland is facing up to 1 million Covid-19 infections d...

23 Dec 202215min

Money and Me: How will China's 'hasty' reopening affect the region?

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On today’s episode of Money and Me, Zia-ul Raushan dives into headlines regarding Elon Musk and China’s economy after its opening.  Arun Pai, Investments Team, Monks Hill Ventures weighs in to share m...

22 Dec 202224min

Market View: Will Tesla shares bounce back after hitting a new low? Is a Santa Claus rally on the horizon?

Market View: Will Tesla shares bounce back after hitting a new low? Is a Santa Claus rally on the horizon?

Tesla’s shares hit its new low, so where to from here for Elon Musk? And is a Santa Claus rally on the cards for traders? Tune in as Zia-ul Raushan and Ryan Huang take a deep dive into these issues an...

22 Dec 202213min

Money and Me: Is there more to NFT than just an overhyped phenomenon?

Money and Me: Is there more to NFT than just an overhyped phenomenon?

On today’s episode of Money and Me, Dan Koh and Zia-ul Raushan dive into the world of NFT. For those who aren’t familiar, NFT refers to non-fungible tokens, which are generally created using the same ...

21 Dec 202221min

Market View: Wall Street rallies, Nike and FedEx earnings, Golden Agri-Resources, Nio, Japan bond yield shift

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Overnight on Wall Street, stocks snapped its four-day losing streak, putting a little wind back into hopes for an end-of-year rally. What drove the positive market sentiments? Find out with Dan Koh, Z...

21 Dec 202222min

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