Market Matters from New York Life Investment Management
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Market Matters from New York Life Investment Management
Chipflation: today’s leg of market leadership (July 13, 2026)
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New York Life Investment Management
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In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio diversification.