Roundhill Investment's Memory ETF (DRAM), focused on the memory chip sector crucial for AI, has raised over $5 billion since its April 2 launch, including $1.1 billion in a single day. The ETF has seen daily inflows for 23 consecutive sessions and a 70% price rally, fueled by strong performances from key holdings like Micron and Sandisk. The fund's appeal is boosted by including major Korean memory chip companies SK Hynix and Samsung Electronics, which are otherwise hard for U.S. investors to access. This surge reflects ongoing chip shortages expected to last several years, making memory chips a critical bottleneck in AI development.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Jim Cramer expressed skepticism about the current impact of AI investments, noting that while AI infrastructure companies benefit, many corporate users have yet to show significant cost savings or revenue gains. He highlighted that banks, expected to...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
Micron Technology announced that its executives will participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026, in Deer Valley, Utah. The event presentation will be webcast live and available for replay on Micron's Inv...
