The Roundhill Memory ETF (DRAM) just hit $9.8 billion in assets under management in 43 days— the fastest pace ever for an exchange-traded fund, according to TMX VettaFi. Ahead of Thursday’s milestone, the CEO of Roundhill Investments told CNBC’s “ETF Edge” the rapid growth is tied to the limited number of companies involved in producing…
Qualcomm is one of the biggest semiconductor companies making chipsets. Nurphoto | Nurphoto | Getty Images Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs. Qualcomm plummeted more than 11% and headed for its worst session since 2020….
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are chugging along to new record highs again. Pockets of the tech trade are continuing to surge, with Lumentum , Coherent , Corning , Western…
Late. Late. Late. That’s how I felt when I saw the Roundhill Memory ETF — symbol DRAM, of course — take in more than $5 billion in a month. Super late when I saw it took in $1.1 billion on Thursday alone, all to play what the press is hailing as the memory supercycle. But…
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia. While the chipmaker — and the world’s most valuable company — continues to prosper and is expected to…
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. It’s a new month, but it’s more of the same for the S & P 500. The broad index is on its way to another record…
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters The global memory crisis played an outsized role in tech earnings season, which hit an apex this week. Apple CEO Tim Cook warned it’s just the…
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory…
We have so many struggles going on right now that it’s hard to believe the market can stay up at this level for much longer. It’s a visceral moment where the losses mount quickly if you are on the wrong side of the trade. We all know that it’s time to embrace the bear, right?…
