Unhedged
Avsnitt

The chip and memory stock frenzy

Unhedged
Dela

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.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Financial Times & Pushkin Industries. Innehållet i podden är skapat av Financial Times & Pushkin Industries och inte av, eller tillsammans med, Poddtoppen.