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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4 Apr 202211min

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As obesity continues to be a big problem for both America and the world, investors think the ones to gain positively are pharmaceutical companies. Michelle Martin tells you who to look out for. See om...

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Market View Minutes with Michelle: A lookahead of Chinese, US and Singapore stocks for the week

Michelle Martin reads the tea leaves and draws an outlook of how the markets could perform for the week ahead. See omnystudio.com/listener for privacy information.

4 Apr 20223min

Market View Minutes with Michelle: Borders open with Malaysia, which stocks could benefit?

Market View Minutes with Michelle: Borders open with Malaysia, which stocks could benefit?

Thousands of people crossed the Causeways between Singapore and Malaysia last night as borders reopened after 2 years of pandemic restrictions, how can investors consider joining the party? See omnyst...

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Market View: STI outperforms, Facebook, Etsy, PayPal, Occidental Petroleum, Halliburton, Baker Hughes, Keppel divests Geodis, Keppel-Sembmarine merger, GameStop, Alexa

Market View: STI outperforms, Facebook, Etsy, PayPal, Occidental Petroleum, Halliburton, Baker Hughes, Keppel divests Geodis, Keppel-Sembmarine merger, GameStop, Alexa

The STI ends the first quarter of 2022 with a bang, as it outperforms most global stocks, including Wall Street, which saw a major tech selloff overnight. The energy markets are also abuzz with oil-re...

1 Apr 202218min

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