Memory Shares Start Week Strong as SanDisk Stock Climbs
The AI trade is starting the week off strong.
DRAM: Eyeing A Bullish Reversal In The AI Memory/Storage Space (Rating Upgrade)
The Roundhill Memory ETF is upgraded to a buy, reflecting improved risk/reward after a sharp drawdown and recent bullish technical signals. DRAM offers pure memory chip exposure, with a 49% allocation to South Korea and 40% to US names, trading at a low 6.2x P/E and 81% EPS growth. Implied volatility has eased to 70%, with options markets pricing a 20% move over 30 days; NVIDIA's August 26 earnings are a key near-term catalyst.
DRAM: Here's why this Micron, SanDisk, SK Hynix ETF is about to surge
The Roundhill Memory ETF (DRAM) has lost the momentum it had a few months ago as most memory stocks have pulled back. It has slipped to $50.9, down by 37% from its all-time high.
SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens
Memory and storage stocks are rallying sharply Wednesday morning as fresh catalysts stack on top of an already tight supply picture.
Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus
Photonics is emerging as a critical AI infrastructure theme. Here are two pure-play ETFs offering targeted exposure to the optical connectivity boom.
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.
