# Trends Beleggen Podcast #261: De geheugenwedloop  - Aandelen: AB Inbev & Novo Nordisk | maandag 18/05/26

Page: https://stenobird.com/podcast/trends-beleggen-973847/trends-beleggen-podcast-261-de-geheugenwedloop-aandelen-ab-inbev-novo-nordisk-maandag-18-05-26
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Podcast: [Trends Beleggen](https://stenobird.com/podcast/trends-beleggen-973847)
Published: 2026-05-18T04:00:00+00:00
Episode link: https://trends.knack.be/podcasts/beleggen-podcasts/
Audio file: https://afp-928698-injected.calisto.simplecastaudio.com/6a87b06b-839b-43a3-985a-20a1eedf28c0/episodes/c9e35082-3aa5-4061-9a25-4d6e98323d05/audio/128/default.mp3?aid=rss_feed&awCollectionId=6a87b06b-839b-43a3-985a-20a1eedf28c0&awEpisodeId=c9e35082-3aa5-4061-9a25-4d6e98323d05&feed=EkrEhG_w
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Duration seconds: 1658

## Resource

De AI-race draait om geheugen, maar het aanbod van dat geheugen is krap, waardoor de koersen van geheugenchipmakers de wind in de zeilen hebben. Danny Reweghs geeft inzicht in de dynamiek van de geheugensector. Daarna bespreekt hij de recente resultaten bij AB Inbev en Novo Nordisk. --- Trends Beleggen is een podcastkanaal van de redactie van Trends. Meer info en advies over beleggen vind je op https://trends.be/beleggen/ --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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## Transcript

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