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. 

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You can email Robert Armstrong and Katie Martin at [email protected].

Read a transcript of this episode on FT.com

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