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
Stocks · News reference
Shares of memory and storage-related companies are trading lower. DeepSeek released its V4.1 Flash model that needs just a quarter of the HBM capacity of the Flash V4 model and just one-eighth of the SSD storage, which may bode for lower memory demand if duplicated across global LLMs.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
8-K filing — Sandisk Corp (SNDK)
Filed: 2026-09-11 AccNo: 0001193125-26-389293 Size: 1 MB Item 1.01: Entry into a Material Definitive Agreement Item 9.01: Financial Statements and Exhibits
SanDisk Stock Drops Friday Afternoon: What's Driving the Action?
Shares of SanDisk are trading lower Friday afternoon as sector-wide software efficiency concerns weigh on storage and memory equities.
Seagate Stock Drops Friday: What's Going On?
Seagate Technology Holdings is trading lower Friday as semiconductor and storage stocks sell off following an AI efficiency breakthrough.
Nvidia Stock Sits in 82% of Portfolios, But Hedge Funds Are Making Other AI Bets
Nvidia sits in 82% of active managers’ portfolios, followed by Broadcom at 78%. Yet, BofA data reveals different hedge fund AI bets.
Can Seagate Sustain Its Strong Revenue Growth in Fiscal 2027?
Seagate Technology ended fiscal 2026 with 34% revenue growth driven by cloud demand and AI adoption, with 90% of exabyte shipments going to data centers. The company expects fiscal 2027 revenue growth to exceed fiscal 2026 levels. Western Digital reported similar strength with 36% fiscal 2026 revenue growth and 44% fourth-quarter growth, primarily from cloud services. Micron Technology is also benefiting from AI-driven demand for memory and storage with record results and strong customer agreements.