News — AI supercycle headlines

Yahoo Finance15h agoneutral

Wall Street has a new way to chase the AI memory boom

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

DRAM

Investor's Business Daily13d agoneutral

Investors Plow $1 Billion Into This Memory ETF In Just 10 Days

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

DRAM

etf.com16d agoneutral

DRAM Hits $1 Billion, But EWY Keeps Rolling

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

DRAM

etf.com16d agoneutral

The New ETF Playbook: Speed, Structure Sentiment

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.

DRAM

Zacks16d agoneutral

Memory Mania, Mag 7 Rebound, & More

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

DRAM

TipRanks19d agoneutral

Micron (MU) Is Riding the AI Boom, but the Stock Still Trades at a Discount

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

DRAM

etf.com20d agoneutral

ETF Zoo: DRAMatic Launches and Wall Street’s Crypto Takeover

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">Roundhill Memory ETF (DRAM)</a>.

DRAM

MarketBeat23d agoneutral

This New ETF Aims to Capitalize on Surging AI Memory Chip Demand

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.

DRAM

etf.com27d agoneutral

DRAM: The Smartest ETF Launch of the Year

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.

DRAM