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Seagate Technology topped Wall Street’s earnings and revenue estimates and issued stronger-than-expected guidance as demand for AI-related data storage continued to surge.
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
<p>The technology sector continues to see significant investor interest as ETF inflows and filings chase after the memory chip boom and the impending SpaceX IPO. Tune in to hear what the experts think about if these trends have lasting momentum and what investors need to watch for. </p>
The frenzy in memory-chip stocks continued on Wednesday as SK Hynix took less than 24 hours to join American peer Micron Technology in the $1 trillion valuation club.
<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</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.
Investors want easy exposure to the hot memory sector — including dominant overseas players.
DRAM has traded only 24 sessions, but it's already up over 70% and has hit an intraday record on 14 of them.
The ETF tracks computer-memory and -storage stocks, a niche segment that has benefited from strong demand related to the AI infrastructure build-out.
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