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Revenue: $4.4 billion, up 55% year over year.Exabytes Shipped: 248 exabytes, up 22% year over year and up 8% sequentially.Cloud Revenue: $3.9 billion, 88% of to
The past quarter brought shifts in market sentiment and ETF trends. Within equities, the most striking reversal occurred inside the AI trade.
I upgrade the Roundhill Memory ETF (DRAM) from Hold to Buy, citing a sharp price decline that creates a compelling tactical entry point. DRAM's recent decline may reflect excessive concerns about CXMT competition and AI demand, although neither risk has disappeared. Manufacturing lead times, customer qualification, and trade barriers may slow CXMT's impact on global memory supply.
SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a price target of $849.50. DRAM offers concentrated exposure to global memory chip leaders, benefiting from AI's memory bottleneck, with a 72% gain since inception despite recent volatility.
The exchange-traded fund (ETF) universe is just getting bigger, with net inflows topping $1 trillion in the first half of the year. Investors have an ever-growing number of options thanks to a flood of new funds entering the market: in the first three quarters of 2026, nearly 2,000 new ETFs launched.
Discover how targeted non-AI thematic ETFs (like AMLP, IBUY, and PPA) offer real portfolio diversification with minimal S&P 500 overlap.
The chips that powered the artificial-intelligence rally are now leading its retreat.
The AI trade is having a rough week.
SEC filings for DRAM aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.