Noticias

Samsung hit a $1 trillion market cap this month, driven by an AI-fueled memory chip shortage expected to continue amid until at least 2027.

The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first pure-play memory chip ETF, and in roughly six weeks it has returned 96%. Investors own DRAM for clean exposure to the HBM and AI memory build-out without picking between Samsung, SK hynix, or Micron. The catch: DRAM is a three-stock basket in ... The DRAM ETF Holds 73% in Just Three Companies, And That’s the Real Problem

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

<p>Here are the daily ETF fund flows for May 13, 2026.</p>

A red-hot ETF that launched just six weeks ago has surpassed Cathie Wood's flagship ARK Innovation (ARKK) fund in assets. Roundhill's Memory ETF, known by ticker DRAM, has accumulated some $9 billion in assets since its April 2 launch. Individual investors have been piling into the fund at an unprecedented pace for a new launch, according to data provider Vanda Research.

Retail traders are all in on the memory trade. The group’s latest obsession as of late has been the Roundhill Memory ETF, a relatively new exchange-traded fund that tracks computer memory and storage stocks. Since it launched six weeks ago, individual investors have poured more than $250 million into the product on a net basis, according to data from Vanda Research, outpacing flows into longtime favorites like Nvidia.

<p>Here are the daily ETF fund flows for May 12, 2026.</p>

The higher the mountain, the more treacherous the backside. Thus, investors should be wary of treating a cyclical peak like this one as a permanent plateau.

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

<p>A new ETF targeting the photonics theme launched last week and has pulled in just $3 million in assets. Here's why the design doesn't match what investors are asking for, and which upcoming filings come closer.</p>

Investors want easy exposure to the hot memory sector — including dominant overseas players.

<p>Investors poured $39.6 billion into US-listed ETFs last week, but the standout was the Roundhill Memory ETF (DRAM), which hauled in $2.7 billion on its own.</p>

<p>Here are the daily ETF fund flows for May 8, 2026.</p>

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

<p>The Roundhill ETF is up 88% since its April 2 launch, fueled by an AI-driven run in high-bandwidth memory stocks like SK Hynix, Samsung, and Micron.<br> </p>

<p>Here are the daily ETF fund flows for May 7, 2026.</p>

DRAM has traded only 24 sessions, but it's already up over 70% and has hit an intraday record on 14 of them.

Roundhill Memory ETF did something few ETFs can pull off. It hauled in $1 billion in investors' cash in just 10 days.

The ETF tracks computer-memory and -storage stocks, a niche segment that has benefited from strong demand related to the AI infrastructure build-out.

<p>DRAM crossed $1 billion in assets two weeks after launch, but EWY, the fund it was supposed to replace, keeps gathering money too.<br> </p>

<p>Is the ETF wrapper right for every asset? This week’s Zoo Crew talks private credit, the institutional stamp of approval on bitcoin, diversification benefits and more. </p>

We discuss red-hot memory stocks, the Mag 7 rebound, and some other interesting areas.

Micron Technology (MU) is in its strongest upcycle yet, fueled by surging spending on artificial intelligence (AI) infrastructure, which has turned memory into a critical bottleneck. Fiscal Q2 results validate that the semiconductor company delivered the largest sequential revenue increase in its history, and the business continues to accelerate. Yet at roughly 7x forward earnings, Wall Street has not fully priced in Micron’s earnings power. I remain long‑term bullish on MU, as the gap between i

<p>The ETF Zoo crew this week talks private credit redemptions and liquidity risks, Wall Street giants moving solidly into the crypto-VzB71fItsphere, how diversification is finally paying off, and the launch of the already immensely popular <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a><strong>.</strong></p>

A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.

<p>A niche memory chip fund pulled in $181 million in its first week. Here's why it's one of the smartest ETF launches I've seen this year.</p>