DRAM ETF Outflows Surge as the Memory Stocks Remain in a Bear Market
The DRAM ETF is seeing strong outflows as most memory stocks like SanDisk and Micron remain in a technical bear market
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Micron will give Taiwan workers record bonuses of up to 68 months’ pay, but unions still threaten a strike over profit-sharing demands.
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The DRAM ETF is seeing strong outflows as most memory stocks like SanDisk and Micron remain in a technical bear market
Amazon CEO Andy Jassy announced the company will increase capital spending to $220 billion in 2026 to meet surging AI infrastructure demand, with expectations that demand will continue through 2027 and beyond. This expansion benefits suppliers Micron Technology and Broadcom, which provide critical memory and networking components for data centers supporting AI workloads.
-Reuters
Major U.S. stock indexes fell 0.4% as wholesale inflation surged to 5.4% year-over-year and oil prices climbed above $105 per barrel. The inflation data raised Fed rate hike odds to 70% for the September meeting. Rate-sensitive stocks like Nvidia and memory chip makers declined, while Apple gained. Friday's consumer price index will be crucial before the Fed's decision.
NRAM joins the growing memory ETF trade as AI accelerators demand more HBM and memory capacity from chipmakers.