VettaFi's Murphy Talks ETF Strategies & AI Bottlenecks on Bloomberg
VettaFi Director of Research Cinthia Murphy appeared on Bloomberg ETF IQ to discuss ETF market growth, equal-weight strategies, and AI bottlenecks. Key Takeaways The ETF market is seeing a record-breaking year in 2026, with significant year-over-year gains in flows, volume, and new product launches.
Buy or Sell the Memory Plunge? SanDisk Sinks 9%, Micron Drops 7%, Western Digital Falls 8%
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are down 9% to $1,168.69 Tuesday morning, extending Monday's 11% closing drop to $1,278.23.
From South Korea to Semiconductors: Last Week's Top ETF Inflows
The ETF market saw inflows shift notably this past week, as investors funneled capital toward international valuation gaps and domestic large-cap equities. This, coupled with aggressive buying in the semiconductor sector amid a market drawdown, highlights continued investor appetite for growth despite broader market fluctuations.
If Micron's CEO Is Right, These 3 Memory Stock ETFs Can Rally Through 2027
Micron's ( NASDAQ :MU | MU Price Prediction ) Fiscal Q3 2026 results include something you should look into a little more closely.
AI-Driven Chip Rally Hits a Speed Bump: Buy the Dip in ETFs?
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.
SK Hynix Shares Slide After South Korea Sell-Off. This Expert Sees a ‘Vicious Circle' Forming
SK Hynix stock slumped in its first full day of U.S. trading as jitters continued to weigh on chip and memory stocks.
DRAM: Here's why this SK Hynix, Micron, Samsung ETF is falling today
The Roundhill Memory ETF (DRAM) slumped by over 8% in the pre-market session as the volatility in the industry escalated. It dropped to $937, down by 25% from its highest point this year.
DRAM's Meltdown And Cyclical Memory/Oversupply Risks Discussed, Initiate Hold
The Roundhill Memory ETF's pure-play memory focus and elevated South Korea weightage heighten exposure to sector cyclical/volatility risks from the leveraged memory trading and SK hynix Inc.'s upcoming IPO. This may be further worsened by the potential pricing destruction as more supply kicks in and the drastically raised prices potentially triggering memory tax risks. DRAM trades at inflated P/E of 34.57x, way above its holdings' historical P/Es, with the outsized H1'26 price action already giving way to profit taking at recent highs.
TSMC's Winbond DRAM Deal Isn't Domination, It's Insurance. Here's What It Actually Means for Chip ETFs
The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026.
South Korea's $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before
While a justifiable amount of A.I.
The Artificial Intelligence (AI) Memory Supercycle Is Getting Stronger. Here's How You Can Profit From This Boom With Less Than $100
Micron's latest results make it clear that the memory supercycle is here to stay. The Roundhill Memory ETF allows investors to benefit from the memory market's secular growth by investing in several key memory companies worldwide.
DRAM: Stealth Rallies And The Plenum Of Memory
Roundhill Memory ETF (DRAM) offers pure-play exposure to memory chip manufacturers, capitalizing on surging AI-driven demand for DRAM, NAND, and HBM. DRAM's concentrated portfolio—dominated by SK Hynix, Samsung, and Micron—benefits from East Asian incumbents' technological leadership and supply chain control. The upcoming SK Hynix (SKHY) Nasdaq ADR listing on July 10 could catalyze renewed momentum for DRAM after a recent month-long consolidation.
