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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Money and Me: What's an investor to do when oil spikes, indices fall and inflation is on the run? Is it time to optimise your precious metals portfolio?

Money and Me: What's an investor to do when oil spikes, indices fall and inflation is on the run? Is it time to optimise your precious metals portfolio?

How can investors leverage the rising prices of commodities with their precious metals portfolio? And how can they safeguard their assets in the face of rising interest rates and inflation? Michelle M...

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Market View: Oil prices stay above US$100, tech stocks bleed, Rex International, Sembcorp Marine, RH Petrogas, GSS Energy, Apple's cheaper iPhone, India stock exchange, Bed, Bath and Beyond, Uber, Samsung, Mandiant, Q&M Dental CEO buys stake in No Signboard

Market View: Oil prices stay above US$100, tech stocks bleed, Rex International, Sembcorp Marine, RH Petrogas, GSS Energy, Apple's cheaper iPhone, India stock exchange, Bed, Bath and Beyond, Uber, Samsung, Mandiant, Q&M Dental CEO buys stake in No Signboard

In this edition of Market View, Michelle Martin and Ryan Huang take an in-depth look at soaring oil prices amid the Ukraine war, its victims -- and winners -- on the stock market. Then, a preview of A...

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Market View Minutes with Michelle: Which stocks stand to benefit from surging oil prices?

Market View Minutes with Michelle: Which stocks stand to benefit from surging oil prices?

As Russia's invasion of Ukraine enters its 11th day, oil prices are continuing to climb amid fears of tight energy supply. Which stocks stand to gain an upper hand and have room to grow even more as e...

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Money and Me: Getting started on a fine wine portfolio

Money and Me: Getting started on a fine wine portfolio

Fine wine produced better returns than either gold or the Dow Jones in 2021. If you're looking at investing in fine wine, Sam Mudie, Director of South East Asia, Cult Wine Investment tells Michelle Ma...

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Market View Minutes with Michelle: Which stocks can The Batman's box office success prop up?

Market View Minutes with Michelle: Which stocks can The Batman's box office success prop up?

The box office success of DC Comics' The Batman could rescue cinema brand and meme stock darling AMC in the markets, but can upcoming releases from Marvel rise to the challenge? Michelle Martin has so...

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Market View: Berkshire Hathaway, Occidental Petroleum, Visa, Mastercard, Shell, China NPC, 'stolen' crypto in Singapore, US CPI, Raffles Medical

Market View: Berkshire Hathaway, Occidental Petroleum, Visa, Mastercard, Shell, China NPC, 'stolen' crypto in Singapore, US CPI, Raffles Medical

Michelle Martin and Ryan Huang kick off the week with a discussion on Berkshire Hathaway's stake in Occidental Petroleum, along with major updates to sanctions on Russia involving banks, Visa and Mast...

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Influence: Which stocks could surge?

Influence: Which stocks could surge?

Nirgunan Tiruchelvam, Head of Consumer Equity Research, Tellimer Research shares with Michelle Martin his takes on winners in the commodities market, and who stands to gain from rising prices amid the...

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Market View Minutes with Michelle: Dividend-paying stocks that will outpace inflation

Market View Minutes with Michelle: Dividend-paying stocks that will outpace inflation

As war intensifies in Ukraine, things are about to get even more expensive. So how can you protect your financial investments? Goldman Sachs notes some dividend growth stocks that are worth putting yo...

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