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Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
Tech stocks struggled in July. Will the volatility around the AI trade continue in August?
<p>It’s been a wild ride for investors in the <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a> this year and it could just be getting started. Tune into the discussion from the recent <em>ETF Zoo</em> episode as the crew talks fortuitous timing and the bull vs. bear case for the fund looking ahead. </p>
Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.
SK Hynix delivered a blockbuster earnings report on Wednesday, only to watch its stock crater. On Bloomberg Daybreak Europe, host Lizzy framed the paradox: “A sixfold surge in profits just isn’t enough. SK Hynix slumps as the chip giant says capital spending will rise around 50% this year.“ The Korean memory maker’s operating profit jumped ... SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running
Individual investors just recorded “their largest net selling of single stocks since the COVID crash,” according to Vanda Research.
Launches topped 850 in the US this year alone, with single-stock and AI funds leading the charge.
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.
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.
‘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 ongoing popularity of the AI trade proved a central driver of semiconductor chip outperformance and even surprising leveraged ETF gains this year. However, under the flashy surface, are there overlooked opportunities that investors may be sleeping on? Tune into this episode of the ETF Zoo for an update on everything from crypto to small-caps and international ETF flows. </p>
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.
<p>Say what you will about leveraged ETFs, but investors simply can’t get enough of them this year. The ETF Zoo crew digs into the numbers YTD and how investors are making the most out of their safe money to spend it on spicier strategies, as well as checking in on the memory trade, international, and more. </p>
Brokerages like Fidelity and Charles Schwab are charging ETF firms to place their products on their platforms. individual investors will ultimately bear the costs.
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.
Monday’s market moves signaled chip stocks were on the rebound, with some of the same names that drove last week’s selloff leading today's gains. The PHLX Semiconductor Index was 2.1% higher and the Roundhill Memory ETF was up 2.3%. Chip maker stocks were some of the hardest hit names in last week’s selloff with the SOX index dipping into a technical bear market, down over 20% in roughly a month.
<p>Chip funds have plunged since June 22, but the money keeps coming in.</p>
<p>Table below reflects daily flows on July 15, 2026 and asset totals as of that date.</p>
Hardware names, including chip stocks, are having a tough trading session, but some of the biggest tech companies are climbing higher. The Nasdaq was up 0.5%, while the S&P 500 rose 0.3%, and the Dow increased 0.3% or 151 points. The Nasdaq leading gains would suggest that tech is outperforming, but under the surface things are a bit more complicated.
The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.
Memory stocks are pulling back sharply Wednesday morning as traders lock in gains after a parabolic run. SK Hynix‘s (NASDAQ:SKHY) U.S.-listed ADR is down 5% to $184.50 in early trading, giving back a chunk of yesterday’s 27% surge to $193.92. The reversal is rippling through the group. Micron Technology (NASDAQ:MU) shares are off 3% to ... SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks
If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.
There were 728 new ETFs listed in the US in the first half of 2026, and CFRA has identified five of them as notable launches. We screened the new launches and identified those that have rapidly gathered assets or innovated in growing ETF categories, notes Aniket Ullal, VP, ETF Data & Analytics at CFRA Research.
The Roundhill Memory ETF (DRAM) made history after its April launch, attracting more than $23 billion of net flows, the fastest exchange-traded fund to pull such numbers. The fund gives investors hard-to-find access to the biggest names in the memory chip manufacturing industry, including Korean companies that were previously difficult to invest in directly. Since then, several other memory funds have launched, with differing strategies all looking to grab a piece of the action.
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