EPISODE · Jul 10, 2026 · 7 MIN
The Open Bell — Ep. 012 — 10 Jul 2026
from The Open Bell
Today on The Open Bell: SK Hynix just pulled off one of the biggest US stock market debuts in history, and the fact that investors threw seven times more money at it than was available tells you everything about how desperate Wall Street is to own a piece of the AI memory trade right now. The US government is now paying its highest borrowing cost in roughly twenty years on long-term debt, and that's not just a bond market footnote because those rates flow directly into your mortgage, your car loan, and every infrastructure project that needs financing. If this helped make sense of a big week, a five-star rating takes about ten seconds and helps the next listener find the show. Hosted by Alex Monroe. New episodes every weekday morning at theopenbell.co Not investment advice. For informational purposes only. --- Chapters: 00:00 Introduction 00:26 SK Hynix $28bn Nasdaq ADR priced 7x oversubscribed, debuts J 03:27 US 30-year Treasury auction clears at highest yield in nearl 06:13 Closing thoughtsSupport the show
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Today on The Open Bell: SK Hynix just pulled off one of the biggest US stock market debuts in history, and the fact that investors threw seven times more money at it than was available tells you everything about how desperate Wall Street is to own a piece of the AI memory trade right now. The US government is now paying its highest borrowing cost in roughly twenty years on long-term debt, and that's not just a bond market footnote because those rates flow directly into your mortgage, your c...
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The Open Bell — Ep. 012 — 10 Jul 2026
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