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: US's fourth consecutive 75 basis points hike, DBS, SingPost, Netlink NBN Trust, Russia’s U-Turn on grain deal

Market View: US's fourth consecutive 75 basis points hike, DBS, SingPost, Netlink NBN Trust, Russia’s U-Turn on grain deal

Its official! Overnight, the US Fed Reserve raised their interest rates for the fourth consecutive time to 0.75 percentage points, but with a twist... Meanwhile, why did Russia decide to take a U-turn...

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Money and Me: 3 stocks you might want to include in your portfolio today!

While local banks are expected to remain beneficiaries of rising interest rates, are there any hidden gems worth considering in this time of economic uncertainty? You won't want to miss this as Willie...

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How are markets reacting to speculations of China exiting its Covid-zero policy? And what should you expect for this year's long awaited Singapore FinTech Festival? Ryan Huang and Zia-ul Raushan got t...

2 Nov 202211min

Market View: Wheat prices jump 6%, Digital Singdollar, Parkway Life REIT,  Japfa, Biden taxes on oil companies

Market View: Wheat prices jump 6%, Digital Singdollar, Parkway Life REIT, Japfa, Biden taxes on oil companies

Wheat prices surged 6% after news of Russia's exit from Ukraine's grain export deal. How much higher can it get? And ahead of the US midterm elections, why is US President Joe Biden planning to impose...

1 Nov 202213min

Money and Me: Are we paying too much to watch the World Cup?

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Local telcos announced their price plans for coverage of the 2022 FIFA World Cup, which kicks off on November 20th in Qatar! But that raises the question... Would you pay close to $100 dollars for acc...

1 Nov 202216min

Money and Me: What’s driving Civmec’s bright business outlook?

Money and Me: What’s driving Civmec’s bright business outlook?

Recognised as a rare beneficiary of Russia’s war on Ukraine, how is Civmec also thriving on the political tensions happening between China and Australia? Find out with Zia-ul Raushan and Dan Koh as th...

31 Okt 202216min

Market View: Russia exits grain deal, Wilmar International, CapitaLand India Trust, Raffles Medical, Sabana REIT, FOMC meeting,

Market View: Russia exits grain deal, Wilmar International, CapitaLand India Trust, Raffles Medical, Sabana REIT, FOMC meeting,

What does Russia’s move to exit the grain deal with Ukraine mean for the economy? And what can we expect from the upcoming FOMC meeting scheduled this Thursday? Ryan Huang and Zia-ul Raushan have the ...

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Given the complex nature of insurance and the endless list of policies tagged to it, some of us may struggle to understand or even trust the system, especially when transparency is involved. Today on ...

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