🟢 DRAM is trading 3.2% up today on a global memory-chip rebound and strong AI earnings

DRAM is trading 3.2% higher today following a sharp rebound in global memory-chip stocks and strong AI-related earnings from U.S. tech leaders.

• Overnight gains in major South Korean DRAM manufacturers have renewed optimism around sustained demand for high-end memory used in data centers.
• Robust quarterly results from Microsoft and other tech giants have highlighted increasing requirements for specialized memory in AI workloads.
• The broader memory-chip complex is seeing a lift as investors react to positive signals from both Asian suppliers and Western enterprise customers.