SK Hynix reached a market value of over $1 trillion for the first time, joining Samsung Electronics and Micron Technology in an AI-driven rally. Strong demand for high-end memory chips used in AI has boosted prices and profits for these semiconductor giants, with memory chip prices doubling in the first quarter.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.