Market Open: AI's Biggest Winners Could Be Changing

Market Open: AI's Biggest Winners Could Be Changing

July 15, 2026 · 26 min

About this episode

The episode discusses the evolving landscape of AI investments and the implications of SK Hynix's US listing.

Is the AI trade entering a new phase? In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI. In this episode: Why AI investors may need to rethink the winnersSK Hynix's blockbuster US listingThe growing pressure on ...

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