The chip and memory stock frenzy

About this episode

Rob Armstrong and Katie Martin discuss the rally in chip and memory stocks amidst increasing demand for AI infrastructure.

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: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Rob Armstrong, Katie Martin

Topics covered

• chip stocks
• memory stocks
• AI infrastructure
• Middle East stalemate
• Ferrari news

Keywords

• chip stocks
• memory stocks
• AI
• Middle East
• Ferrari
• investing
• financial news

Mentioned in this episode

Organizations: Financial Times, Pushkin Industries, Ferrari

Places: Middle East

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