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 winners
  • SK Hynix's blockbuster US listing
  • The growing pressure on hyperscalers ahead of earnings
  • What higher oil prices could mean for inflation
  • The key market risks to watch this week

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