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: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

Market View: Market reaction of Boris Johnson's resignation, Pinterest, Video game sales, Twitter, SPH REIT, Samsung's rally, Shell $1 Billion gain

With Boris Johnson on his way out, who are potential successors that can replace him and how are markets reacting to such news? Separately, how much are higher profit margins likely to add to Shell's ...

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Market View: Bucking the trend - Airline Stocks, PepsiCo & Expected interest rate hikes

Market View: Bucking the trend - Airline Stocks, PepsiCo & Expected interest rate hikes

Ryan Huang discusses various stocks and sectors bucking the overall negative handover from Wall Street and the general gloomy outlook of US markets. He also discuss the expected aggressive interest ra...

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Market View: Covid Jitters in China & US earnings sap risk appetite among investors

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Ryan Huang evaluates the gloomy start to the week as China's covid restrictions look to be tightening and US earnings take a hit, particularly among major tech stocks. Ryan also discusses the various ...

12 Juli 20226min

Money and Me: Do investors have an appetite for alternative meat?

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Global alternative protein investment surged 60% up to $5 billion last year, but what is the picture like in Asia? We take a closer look at the alternative protein market with Dr. Andy Kusumo, founder...

8 Juli 202217min

Market View Minute: Is Coca-Cola a good investment?

Market View Minute: Is Coca-Cola a good investment?

Are you a Coca-Cola fan? Well, you might be, and not even know it! Coke has over 200 brands, from Barq’s root beer to Peace Tea to Topo Chico, a spiked alcoholic sparkling water. But what offers a bet...

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Influence: How SaladStop! is aiming beyond net zero

Influence: How SaladStop! is aiming beyond net zero

Adrien Desbaillets CEO and Co-Founder, SaladStop! Group to tell us what it means to be the first net zero Asian F&B outlet and what other businesses can learn from its business journeySee omnystudio.c...

8 Juli 20229min

Market View: People’s Park Centre S$1.8b sale, GameStop, DoorDash, Tianqi Lithium, Netflix, Apple, Higher rates to quell inflation, Currency Market impacts

Market View: People’s Park Centre S$1.8b sale, GameStop, DoorDash, Tianqi Lithium, Netflix, Apple, Higher rates to quell inflation, Currency Market impacts

People’s Park Centre is up for collective sale with a S$1.8b reserve price! But will this attempt to sell the People’s Park Centre have a greater chance of success than the last one? On a separate not...

7 Juli 202216min

Market View Minutes:  Surprisingly good news from a Chinese EV maker

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When it comes to electric vehicles, Tesla usually tops the headlines but it’s hardly the only company in the sector. Today, a Chinese EV maker is making news instead. This company usually makes news f...

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