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.

Avsnitt(3772)

Market View Minutes with Michelle: Who benefits from the current volatility in energy markets?

Market View Minutes with Michelle: Who benefits from the current volatility in energy markets?

Michelle Martin lists the companies that stand to benefit from the current volatility in energy prices and Europe's decision to cut its dependence on Russian oil by two-thirds. See omnystudio.com/list...

15 Mars 20222min

Market View: Sea Ltd, cheap Chinese stocks, Tencent fined, Shenzhen lockdown, Foxconn, Apple, Russia’s potential default, crude oil, Elon Musk

Market View: Sea Ltd, cheap Chinese stocks, Tencent fined, Shenzhen lockdown, Foxconn, Apple, Russia’s potential default, crude oil, Elon Musk

Michelle Martin and Ryan Huang break down Forest Li's 900-word email to staff of Sea Ltd after its shares plunge 75 percent. They also discuss Chinese companies that have been slapped with massive fin...

15 Mars 202220min

Market View Minutes with Michelle: The best kept secret in the oil industry

Market View Minutes with Michelle: The best kept secret in the oil industry

Michelle Martin picks up on the marvel of Equinor, an energy company that Barron's claims is the oil industry's best kept secret. Find out why. See omnystudio.com/listener for privacy information.

14 Mars 20222min

Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis

Money and Me: The case for being bullish on S-REITs amid the Ukraine crisis

S-Reits have barely registered a blip in response to the Ukraine crisis says Kenny Loh, REIT Specialist and Independent Financial Advisor. He tells Michelle Martin why he is still bullish on S-REITS i...

14 Mars 202215min

Market View: Fed rate hike, Warren Buffett, Occidental Petroleum, Hong Kong selloff, JD.com, Nio, Alibaba, Baidu, NetEase, Didi Global

Market View: Fed rate hike, Warren Buffett, Occidental Petroleum, Hong Kong selloff, JD.com, Nio, Alibaba, Baidu, NetEase, Didi Global

Michelle Martin chats with Ryan Huang about the long-anticipated interest rate hike by the US Federal Reserve, particularly the timing of the increase given current global conditions, including the su...

14 Mars 202214min

Your Health, Your Wealth: do you need a rider?

Your Health, Your Wealth: do you need a rider?

In the fifth episode of Your Health, Your Wealth: Understanding Your Integrated Shield Plan Options, Michelle Martin gets Cheryl Guan, Head of Employee Benefits, Raffles Health Insurance to talk about...

11 Mars 202222min

Market View: DBS upgrades NetLink, StarHub acquisition of MyRepublic, US stocks, nickel's ongoing drama, Oracle, Rivian, Nio, Bain Crypto Fund

Market View: DBS upgrades NetLink, StarHub acquisition of MyRepublic, US stocks, nickel's ongoing drama, Oracle, Rivian, Nio, Bain Crypto Fund

Michelle Martin and Ryan Huang end the week with local business headlines on NetLink and Starhub, along with an ongoing discussion of US stocks, the latest in the nickel market saga, plus updates from...

11 Mars 202218min

Market View Minutes with Michelle: Who's next in announcing stock splits after Amazon?

Market View Minutes with Michelle: Who's next in announcing stock splits after Amazon?

Amazon recently announced a 20-to-1 stock split and while markets are cheering the news, they're also wondering: who's next? Michelle Martin names some possibilities. See omnystudio.com/listener for p...

11 Mars 20222min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-borsens-finest
rss-den-nya-ekonomin
rss-dagen-med-di
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
24fragor
borsmorgon
lastbilspodden
bathina-en-podcast
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
dynastin