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: Watches.com subsidiary goods seized, Cortina Holdings, Apple, Russia cutting gas supplies to Europe, Elon Musk & Twitter deal

Market View: Watches.com subsidiary goods seized, Cortina Holdings, Apple, Russia cutting gas supplies to Europe, Elon Musk & Twitter deal

Michelle Martin and Ryan Huang investigate the latest of Watches.com's subsidiary, CKLY Trading Limited, and its alleged offences relating to Hong Kong’s Trade Description Ordinance. They also talk ab...

7 Sep 202217min

Market View Minutes:  Up or down - SG Reit & Cloud-based platform

Market View Minutes: Up or down - SG Reit & Cloud-based platform

Today, in Market View Minutes, we look at two very different companies. One is a well-known REIT that manages properties here in Singapore, as well as in Australia and the UK. The other has a cloud-ba...

7 Sep 20223min

Money and Me: When markets are risky what should you do if you are planning to retire?

Money and Me: When markets are risky what should you do if you are planning to retire?

Should you be diversifying your portfolio with fixed income instruments (which some say everyone needs)? How can you evaluate retirement income plans some financial institutions may be marketing? Chri...

7 Sep 202216min

Market View Minutes: Volkswagen biggest IPO ever!

Market View Minutes: Volkswagen biggest IPO ever!

Volkswagen is planning a massive IPO, one that could create a company that’s worth as much as Volkswagen is today. What’s does Volkswagen own that could be so valuable?  You’ll have to tune in to Mark...

6 Sep 20222min

Market View: Sembcorp divests Indian coal power unit, CVS buys Signify Health, BYD, Berkshire Hathaway, Keppel Land, UK's new Prime Minister

Market View: Sembcorp divests Indian coal power unit, CVS buys Signify Health, BYD, Berkshire Hathaway, Keppel Land, UK's new Prime Minister

Will Sembcorp Industries' recent sale of its Indian coal power unit for $2.1 billion make it more attractive to investors? And why is CVS buying home health giant Signify Health for $8 billion? Michel...

6 Sep 202219min

Money and Me: Could the Fed manage inflation differently? How is global inflation it impacting currency markets? What does a stronger US dollar mean for Singapore?

Money and Me: Could the Fed manage inflation differently? How is global inflation it impacting currency markets? What does a stronger US dollar mean for Singapore?

Professor Ilian Mihov, Dean of INSEAD and the Rausing Chaired Professor of Economic and Business Transformation breaks down central pillars of macroeconomics and inflation to help us understand the ne...

6 Sep 202215min

Money and Me: Volatility of stock markets in September

Money and Me: Volatility of stock markets in September

Given US Federal Reserve Chairman Jerome Powell's delivery of a stern commitment Friday to halting inflation, what can we expect from the outlook of interest rates? And is September truly the worst mo...

5 Sep 202218min

Market View: Keppel 80% stake in 800 Super Holdings, Samudera, Huawei, Meta, AMC, US job report numbers

Market View: Keppel 80% stake in 800 Super Holdings, Samudera, Huawei, Meta, AMC, US job report numbers

Michelle Martin and Ryan Huang discuss what they make of Keppel Consortium's 80% stake in 500 Super Holdings and of Keppel's overall business. They also try to untwist the mystery behind Buffett's BYD...

5 Sep 202220min

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