The chip and memory stock frenzy

Are chip and memory stocks in a bubble? Or just rationally riding an ever-increasing demand for AI infrastructure? Today on the show, Rob Armstrong and Katie Martin unpack the rally in chip and memory stocks. Also they go long a stalemate in the Middle East and long the fracas surrounding the new Ferrari.

For a free 30-day trial to the Unhedged newsletter go to: ft.com/unhedgedoffer.

You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com (ft.com/content/59465bd1-bbc3-4ea6-8e07-a5232d4…)
Hosted on Acast. See acast.com/privacy for more information.