In this episode, hosted by Michelle Martin, we unpack SK Hynix's record-breaking US$26.5 billion U.S. listing and why investors are pouring money into the critical infrastructure powering artificial intelligence.

We explore Meta's move into AI coding, OpenAI's launch of its long-awaited AI "super app," and the growing legal battle over whether AI companies should compensate news publishers for the content that trains their models.

We also check in on a steadier Wall Street as geopolitical tensions ease and examine what calmer markets mean for investors.

Finally, we look at why the next stage of the AI revolution may be won not just by software developers- but by the companies building the chips, memory and infrastructure behind it.