AI chips are creating trillion-dollar winners - but are investors already chasing the next phase of the boom?

Hosted by Michelle Martin , this episode explores SK Hynix’s rise into the US$1 trillion club alongside Samsung, Micron and Nvidia as demand for AI memory chips surges.

Michelle also unpacks Salesforce’s latest earnings, why investors remain nervous about AI disruption, and what Snowflake’s massive rally says about cloud and data infrastructure demand.

She also discusses Taiwan overtaking India as the world’s fifth-largest stock market, driven by TSMC and the semiconductor boom.

Plus, Wall Street hits a rare trifecta of record closes while investors assess what comes next for markets.

In corporate news: Eli Lilly pushes deeper into vaccines, Temu-owner PDD disappoints on revenue, and Lululemon settles its boardroom battle with founder Chip Wilson.