Why Memory Stocks Are Sitting Out the Stock Market Rally
The S&P 500 and the Nasdaq Composite were set to end Tuesday's session at new record highs driven by the broadening AI trade. Continue Reading
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Stocks making the biggest moves premarket: Alphabet, Accenture, Rocket Lab, Micron and more
Check out the companies making the biggest moves in premarket trading: Alphabet — The tech giant moved 2% higher after unveiling its most advanced artificial intelligence model yet, Gemini 4 Argon . The new model delivers improvements in c…
Micron Earnings Could Be the Catalyst This Wildly Popular ETF Needs
The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far. Continue Reading
Why Micron Earnings Hold the Key for This Wildly Popular ETF
The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far. Continue Reading
How Micron's earnings results could impact chip ETFs
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the health of memory exchange-traded funds (ETFs) and how Micron's (MU) quarterly earnings results will factor in. Video Transcript 00:01 Speaker A Welcome back to the 8…
Stocks Slump as Wall Street Shifts Risk-Off
Stocks declined as the tone on Wall Street shifted away from risk amid mounting geopolitical uncertainties. The downturn marked a breather from the recent tech stock rally. The tech-heavy Nasdaq Composite dove 1%, pulling back from the rec…
SanDisk Jumps 6% as Rosenblatt Starts Coverage at Buy With $2,400 Target; Micron Rises 3%, Seagate Ticks Up
Quick Read Rosenblatt's Kevin Cassidy initiated SNDK at Buy with a $2,400 target, sending shares up 5% on a 678% year-to-date run. MU rose 3% and the DRAM ETF gained 2% on the AI-memory read-through, while SPY sat flat, confirming a sector…
Stock Market Today: Major Indexes Mixed; Nasdaq Hits All-Time High as Tech Stocks Extend Rally; Dow Declines
Meta Platforms shares rose modestly Tuesday, a day after they soared more than 11% after its new AI agent, Muse, reached the top of Apple's App Store. Credit: Michael Nagle / Bloomberg via Getty Images Major U.S. stock indexes were mixed T…
SanDisk Falls 2% Despite Memory Rally; Micron Advances 3%, Western Digital Nudges Higher
Quick Read SanDisk drops 3% with no news catalyst, likely reflecting profit-taking in a name up 633% year to date. Micron and Western Digital rose 2% and 1% respectively alongside the Roundhill Memory ETF's 3% gain, confirming healthy sect…
5 Things to Know Before the Stock Market Opens on Monday
The Dow Jones Industrial Average enters Monday on a three-week losing streak. Credit: Michael Nagle / Bloomberg / Getty Images Stock futures are rising as oil prices and government bond yields retreat; the AI trade is starting off the week…
SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up
Quick Read SanDisk surges 6% with no identifiable catalyst while Western Digital gains 3% and Micron rises just 1%, pointing to a concentrated single-name bid. The Roundhill Memory ETF's 0.9% gain and S&P 500's slight decline confirm SanDi…
What Lies Ahead of DRAM ETF as Memory Crisis May Intensify in 2027?
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…
The Memory Shortage Is Not Over: More Upside for Micron and Sandisk?
Earlier this summer, I thought the memory trade had run its course. The stocks had gone vertical, the July chip selloff pushed Micron, Samsung and SK Hynix into bear-market territory, and it looked like the easy money was gone. I've change…
Intel Jumps 8%, SK Hynix Climbs 5% as Ohio Memory Talks Reignite; Micron Rises 6%
Quick Read Intel surged 8% and SK Hynix rose 5% on unconfirmed Reuters reports of a joint memory production deal at Intel's idle Ohio complex. Micron surged 6% and the Roundhill Memory ETF gained 4% as traders priced AI memory scarcity ahe…
What to Watch: CRAM
Quick Read CRAM tracks China's memory chip supply chain, covering companies such as YMTC and CXMT, with a 0.67% net expense ratio and just five days of trading history. BIS export control decisions on advanced memory equipment are the sing…
Markets News, Sep. 17, 2026: Tech Stocks Rise, Lead Major U.S. Indexes Higher; Bond Yields, Oil Prices Drop
Information Technology led S&P 500 sector advances Thursday. Credit: Michael M. Santiago / Getty Images Technology stocks powered major indexes to sharp gains Thursday a day after the Federal Reserve raised interest rates for the first tim…
Western Digital Falls 4% Despite Its AI Storage Pitch; Seagate Drops 5%, Micron Holds Steady
Quick Read WDC and STX fell 4-5% while Micron held steady, splitting HDD and memory into two distinct AI investment stories in a single session. SanDisk's approved $14B buyback and the flat DRAM ETF signal today's HDD selling is a rotation…
Memory Stocks Lead AI Selloff as Anthropic and OpenAI Chiefs Urge Slower Development: Micron and SanDisk Sink 6%, SK Hynix Drops 7%
Quick Read Micron and SanDisk sank 6% after Dario Amodei called for slower AI development; SK Hynix fell 7% as NVIDIA's primary HBM supplier. The Roundhill Memory ETF dropped 7%, which is triple QQQ's 2% decline, confirming the selling is…
Markets News, Sep. 14, 2026: Chip Stocks Drop, Software Jumps as Indexes Close Lower; Oil Prices Rise, 10-Year Yield Hits 5%
The 10-year Treasury yield hit 5% Monday for the first time since October 2023. Credit: Michael M. Santiago / Getty Images Major U.S. stock indexes closed lower, and Treasury yields rose, with chipmaker shares among the biggest decliners f…
Storage Stocks Slide as Profit Taking Follows Big Run: Seagate Falls 4%, SanDisk Drops 3%, Micron Holds Flat
Quick Read Seagate (STX) sheds 4% and SanDisk (SNDK) drops 3% on no news, surrendering small pieces of their massive 2024 runs. The Roundhill Memory ETF (DRAM) and SPY both gain 1% Friday, confirming the selling is name-specific profit tak…
3 ETFs, 3 Bearish Bets — Inside Yesterday’s Unusual Options Activity
Words options trading written on a book by Vitalii Vodolazskyi via Shutterstock Twenty-five years ago, I sat at my computer in my home office in Toronto, researching a New York-based, publicly traded toy company. Its name escapes me. Not i…
Markets News, Sept. 11, 2026: Stocks Finish Week Lower; Indexes Jump Friday as Oil Prices Pull Back; CPI Inflation Matches Expectations
Oil prices pulled back Friday but still soared for the week. Credit: Spencer Platt / Getty Images Stocks surged Friday, finishing the week lower, after a closely watched inflation reading reading matched expectations and oil prices fell. T…
Memory Stocks Slide as Rates and Oil Swamp JPMorgan’s Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips
Quick Read SK Hynix sank 5% and Micron and Western Digital each dropped 3% despite JPMorgan initiating SK Hynix with an Overweight rating and a $245 target. The Roundhill Memory ETF (DRAM) fell 3% while the S&P 500 (SPY) slipped just 0.5%,…
Daily ETF Flows: JPST Edges Into Top 10
etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VOO Vanguard S&P 500 ETF 3,026.29 1,072,305.47 0.28% SMH VanEck Semiconductor ETF 737.37 69,733.34 1.06% VXUS Vanguard Total International Stock ETF…
Memory Stocks Rally as Goldman Says the Worst May Be Over: SK Hynix Climbs 5%, SanDisk Advances 3%, Micron Gains 2%
Quick Read Goldman Sachs flagged SK Hynix and Micron breaking summer downtrends, with light hedge fund positioning leaving room for re-entry as volatility compresses. DRAM rallied 2% as a coordinated sector bid, even as SPY slipped 0.3%, b…
Micron and Sandisk Soar as Goldman Sees New Memory Stock Rally
This article first appeared on GuruFocus. Memory stocks are showing signs of renewed investor interest after a period of weaker momentum, with Goldman Sachs pointing to improving technical conditions across the group. Micron Technology (NA…
SK Hynix Jumps 7% as AI Diverts Memory From Phones; Micron Holds Steady, Apple Slips
Quick Read AI wafer allocation sent SK Hynix up 7% while Apple fell 1%, as Tim Cook warned even higher memory costs are coming in September. The Roundhill Memory ETF jumped 3% against a falling broader market, with Micron's guidance pointi…
SK Hynix Jumps 7% as AI Diverts Memory From Phones, Micron Holds Steady, Apple Slips
Quick Read AI wafer allocation sent SK Hynix up 7% while Apple fell 1%, as Tim Cook warned even higher memory costs are coming in September. The Roundhill Memory ETF jumped 3% against a falling broader market, with Micron's guidance pointi…
Goldman Spots Breakout Signal for Micron, SanDisk Stocks
This article first appeared on GuruFocus. Goldman Sachs sees an emerging breakout setup across memory stocks, with Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) breaking above summer downtrends. Goldman managing director Lee Copp…
UCBG's $2.5B Record-Breaking Debut Leads ETF Flows
ETF Investing Tools Investors added $21.3 billion to US-listed ETFs during the week ending Friday, Sept. 4. Half of that, $10.1 billion, flowed into US fixed income ETFs, with the rest split among international equity, international fixed…
Micron Has Skyrocketed 256% in 2026. What Would It Take to Get MU Stock Up to $1,250?
Quick Read MU surged 256% this year, with analysts holding a $1,513 consensus target as FY2027 EPS estimates jumped from $103 to $155 in just 90 days. SanDisk and Western Digital surged 633% and 172% respectively, with SanDisk locking in $…
SK Hynix Surges 7% as Memory Bid Widens Beyond NAND; Seagate Rallies 5%
Quick Read SK Hynix (SKHY) surged 7% on AI high-bandwidth memory demand while Seagate (STX) climbed 5%, pushing its year-to-date gain to 204%. The Roundhill Memory ETF (DRAM) jumped 5% while the S&P 500 (SPY) fell 0.4%, confirming a sector…
Stocks making the biggest moves midday: Sandisk, Tesla, Lululemon, Quanex, AMC & more
Check out the companies making the biggest moves midday: Guidewire Software — The platform for insurers plummeted 21% after revenue guidance for the current quarter fell short of expectations. Guidewire sees revenue ranging from $372 milli…
SanDisk Rises 8%, Micron Gains 5%: Is the NAND Pricing Cycle Still Accelerating?
Quick Read SNDK surged 8% on sector flow rather than company news, extending a 555% YTD run built on $8.96B in Q4 revenue and an 84.6% gross margin. MU flagged tight NAND and DRAM supply persisting beyond 2027, while WDC reported blended s…
ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027
The artificial intelligence (AI) boom is creating a bottleneck for the semiconductor industry. As hyperscalers continue spending billions of dollars on AI data centers, the demand for high-bandwidth memory (HBM) used alongside advanced AI…
Will Hourly Resets Seriously Spice Up Leveraged ETFs?
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Who remembers the psychological thriller Memento from the year 2000? Like the Christopher Nolan film's central character,…