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Speaking at an industry event, Intel CEO Lip-Bu Tan recently said thatmemory had already emerged as a major constraint for the semiconductor industry and warned that the situation could worsen in 2027, as reported by Yahoo Finance. He poin…
SanDisk SNDK shares have been rallying hard, with the stock gaining over 16% over the past week and adding over 40% over the past month. So far this year, the stock is up over 530% thanks to the strong demand for memory used in AI infrastr…
Computer memory by Zoomik via Shutterstock Call it a case of "memory lapse." The prices of the two memory stock-focused ETFs I track most closely, the Roundhill Memory ETF (DRAM) and the Tema Memory ETF (DISK), seem stuck in a rut lately.…
Wall Street delivered a moderate performance last week. The S&P 500 added about 0.5%, the Dow Jones lost about 0.6%, and the Nasdaq-100 surged about 1.1% last week as growth stocks rallied on hopes that the Fed will stay put in the Septemb…
SanDisk SNDK shares fell as much as 8% in after-hours trading on Aug. 5, 2026, after the flash memory and storage maker issued fiscal first-quarter revenue guidance that missed Wall Street expectations. The company expects first-quarter re…
[Computer DRAM memory modules] scanrail Chinese memory chipmaker ChangXin Memory Technologies (CXMT) is planning to build a second memory chip plant in Beijing, _Reuters_ reported, citing sources familiar with the matter. China's largest c…
DISK offers highest exposure to CXMT of any U.S.-listed ETF. NEW YORK, July 27, 2026--(BUSINESS WIRE)--Tema ETFs ("Tema"), a leader in institutional-quality and actively managed exchange-traded funds, today announced that ChangXin Memory T…
When a massive stock market boom starts to slow down, it rarely crashes overnight. What I am seeing now is not a crash, but the signs that a slow down is starting to take hold. Given the outsized weightings of artificial intelligence and s…
For Immediate Release Chicago, IL – July 14, 2026 – Today, Zacks Investment Ideas feature highlights Micron MU, the Roundhill Memory ETF DRAM and ETFs like Tema Memory ETF DISK. Memory Stocks & ETF DRAM in Bear Market: Time to Buy the Dip?…
The AI-driven memory trade has stumbled, with leading memory stocks and ETFs slipping into bear-market territory on July 7, 2026. Shares of Micron MU, Samsung Electronics, SK Hynix and the Roundhill Memory ETF DRAM have all fallen more tha…
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Let's take a trip down memory lane. The Roundhill Memory ETF (DRAM) made history after its April launch, attracting more…
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