Roundhill Memory-focused Tech ETF (DRAM) is trading 5.3% up today as investors rotate into AI-related memory and semiconductor stocks following Nvidia’s recent earnings beat and buyback announcement.
- Gains are being driven by renewed enthusiasm for high-bandwidth memory (HBM) demand, with major holdings like Micron, Samsung, and SK Hynix benefiting from expectations of a prolonged AI infrastructure build-out.
- The sector is also seeing a boost from short-covering across AI chip suppliers as market sentiment remains bullish on the semiconductor space.