The Roundhill Memory ETF (CBOE:DRAM) opened for trading on April 2, 2026 as the first U.S.-listed ETF dedicated purely to memory chip manufacturers, arriving as memory contract prices were already accelerating. DRAM…
President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick…
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…
Meta’s (NASDAQ:META | META Price Prediction) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our…
Omor Ibne Ehsan JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of…
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week's action around a single dominant theme on the…
Micron (NASDAQ:MU | MU Price Prediction) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is…
Memory has gone from commodity to strategic asset, and Micron Technology (NASDAQ:MU | MU Price Prediction) has been the biggest beneficiary on the public markets. Shares have rocketed 828.56% over the past…
Vandita Jadeja Memory is the new oil of the AI economy, and Micron Technology (NASDAQ:MU | MU Price Prediction) has become its biggest beneficiary. The stock has run 124.41% year to date and a…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the ticker dominating every memory-cycle headline right now, with traders piling into the assumption that DRAM and NAND pricing will ride the AI buildout…
Introduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened…
