Memory Mania Overshadows Investors' Fears Around Iran War | Insight with Haslinda Amin 5/27/2026

Watch on YouTube ↗  |  May 27, 2026 at 07:13  |  48:04  |  Bloomberg Markets
Speakers
Anthony Stevens — Bloomberg Market Producer
Charles Evans — Former Chicago Fed President
Simon Johnson — Professor, MIT Sloan
Paul Allen — Reporter, Bloomberg

Summary

Asian markets rallied on memory chip frenzy, with SK Hynix and Micron joining the trillion-dollar club. Former Fed President Charles Evans warned of persistent inflation and a possible rate hike under new Chair Kevin Warsh. Samsung averted a strike with massive bonuses, while UBS executives and Nobel laureate Simon Johnson debated AI's impact on jobs. The show also covered Texas Senate runoff and Nvidia chip smuggling to China.

  • SK Hynix and Micron surge on memory chip demand, joining $1 trillion club.
  • Former Fed President Charles Evans sees inflation staying above target, raising risk of rate hike.
  • Samsung's largest union approves wage deal, averting a strike with huge payouts.
  • UBS President Iqbal Khan says AI will boost productivity but may affect jobs.
  • Nobel laureate Simon Johnson discusses AI's potential to concentrate power and displace workers.
  • Taiwan prosecutors suspect Nvidia chips smuggled to China via Japan.
  • Texas Attorney General Ken Paxton defeats Senator John Cornyn in GOP runoff.
  • Rubio's India visit aims to mend strained U.S.-India relations.
Trade Ideas
Anthony Stevens Bloomberg Market Producer 25:16
Memory chip rally has strong momentum
Hyper scalers are conceding pricing power to memory chip suppliers like SK Hynix and Micron, creating a long pipeline of demand and strong earnings visibility that is driving share prices higher. The rally is broad-based and supports Asian equities, with investors also looking at upstream chip materials.
000660.KS MU HIGH
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This Bloomberg Markets video, published May 27, 2026, features Anthony Stevens discussing 000660.KS, MU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Anthony Stevens  · Tickers: 000660.KS, MU