The chip and memory stock frenzy Rob Armstrong and Katie Martin discuss the current rally in chip and memory stocks, questioning whether it’s a bubble or a response to growing AI infrastructure demand. They also cover a stalemate in the Middle East and a dispute involving Ferrari. The episode encourages listeners to sign up for a free trial of the Unhedged newsletter.

• Discussion on whether chip and memory stocks are in a bubble or experiencing a rational rally due to AI infrastructure demand.
• Coverage of a stalemate in the Middle East.
• Analysis of a controversy surrounding Ferrari.
• Promotion for a free 30-day trial of the Unhedged newsletter.
• Contact information provided for Robert Armstrong and Katie Martin via email. Continue reading https://www.ft.com/content/e6e2228a-1f94-4afb-b165-ce3c2daaa084?syn-25a6b1a6=1