Micron and SanDisk Stocks Rebound as Investors Bet on AI Boom, Cheap Valuations
The Micron and SanDisk stocks have rebounded in the past few months as their revenue growth accelerated and their valuations became cheap
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Gold price has dropped in the past few days as data shows that top gold ETFs like GLD and IAU are seeing strong outflows
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The Micron and SanDisk stocks have rebounded in the past few months as their revenue growth accelerated and their valuations became cheap
CXMT’s HBM3E push is intensifying the AI memory race. Here are ETFs offering different ways to play Micron, CXMT and the booming memory market.
DRAM ETF has seen strong outflows in the past few days, even as top companies like Micron, SK Hynix, and SanDisk revenue growth continues
SK Hynix plans a historic $720 billion investment through 2034 to triple its high-bandwidth memory (HBM) production capacity, addressing severe AI-driven memory shortages expected to persist through 2027 or longer. The company commands 58% of the global HBM market. Rather than investing directly in the volatile SK Hynix stock, investors can gain diversified exposure through ETFs like DRAM, IXUS, and EWY that hold SK Hynix alongside other AI memory leaders.
VOO led ETF inflows with $3.3B. Investors also poured money into Treasury and gold ETFs; total ETF flows reached $5.3B on Thursday.
Dan Loeb's Third Point sold its entire gold stake after one quarter, just before bullion rallied in August.