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 Minutes: SIA Engineering and Leader Environmental Tech

Market View Minutes: SIA Engineering and Leader Environmental Tech

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Market View: Trek 2000 accounting fraud, Chipmaker earnings estimates dramatic fall, BOE, Uber & Doordash, China liquor stocks, Suntec and Bugis property prices

Market View: Trek 2000 accounting fraud, Chipmaker earnings estimates dramatic fall, BOE, Uber & Doordash, China liquor stocks, Suntec and Bugis property prices

Trek 2000 is making news today after its founder was sentenced to jail for accounting fraud! Meanwhile, chipmaker earnings are estimated to fall at the fastest pace since 2008, why is that? And agains...

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October is off to a shaky start after the US market closed off with a miserable 9.3% loss in September - living up to its name as the worst month of trading. So the question remains, what other factor...

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How can a beefed-up dollar affect your portfolio? Michelle Martin and Tim Phillips, Head of Content & Investment Lead for ProsperUs, CGS-CIMB Securities dives into the details. They also answer the qu...

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On this episode of Market View, Michelle Martin and Ryan Huang look into the significance of Apple's surge in sales despite PC shipments decline in Q3, and how this shapes the expectations of the upco...

11 Okt 202217min

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Market View Minutes: Former pandemic favorites; is now a good time to buy in?

Michelle Martin checks out 2 online marketplaces that were pandemic favorite and asks what could be good entry points. See omnystudio.com/listener for privacy information.

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Why are Europe-focused S-Reits managers confident their assets can withstand shocks despite experiencing multi-year lows? And what does the latest US jobs data suggest about how the Feds will approach...

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