We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
In this episode of ETF Spotlight, I speak with Dave Mazza, CEO at Roundhill Investments, about the “Mag 7,” red-hot memory stocks, and a few other interesting corners of the market.
The Roundhill Memory ETF (DRAM - Free Report) has become the hottest new ETF of 2026, surpassing $1 billion in AUM in only 10 trading days. SanDisk (SNDK - Free Report) is up more than 2,880% over the past 12 months.
Other names like Micron (MU - Free Report) and Western Digital (WDC - Free Report) have also seen strong gains amid concerns about a potential shortage of memory chips, which are critical inputs for AI data centers.
Two other major players in the space, Samsung Electronics and SK hynix, are listed in South Korea and are not very easy to access for US-based investors. DRAM is the first US-listed ETF to offer targeted exposure to global memory semiconductor companies.
These stocks pulled back sharply late last month after reports that Google (GOOGL - Free Report) may have developed a technology that reduces the amount of memory required for large language models. How could Google’s new approach impact the outlook for memory stocks?
Big tech stocks had struggled earlier this year. There were concerns about heavy spending by the hyperscalers Microsoft (MSFT - Free Report) , Alphabet, Amazon (AMZN - Free Report) , and Meta Platforms (META - Free Report) , and whether those massive investments will ultimately generate strong returns.
At the same time, there were worries about disruption in certain areas from AI. Can the recent bounce in the Mag 7 stocks continue?
Meme stocks like Allbirds (BIRD - Free Report) and Avis (CAR - Free Report) have soared lately. But investors should be cautious about these short-term, risky bets.
Tune in to the podcast to learn more.
Be sure to look out for the next edition of ETF Spotlight, and remember to subscribe!
If you have any comments or questions, please email podcast@zacks.com
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Memory Mania, Mag 7 Rebound, & More
In this episode of ETF Spotlight, I speak with Dave Mazza, CEO at Roundhill Investments, about the “Mag 7,” red-hot memory stocks, and a few other interesting corners of the market.
The Roundhill Memory ETF (DRAM - Free Report) has become the hottest new ETF of 2026, surpassing $1 billion in AUM in only 10 trading days. SanDisk (SNDK - Free Report) is up more than 2,880% over the past 12 months.
Other names like Micron (MU - Free Report) and Western Digital (WDC - Free Report) have also seen strong gains amid concerns about a potential shortage of memory chips, which are critical inputs for AI data centers.
Two other major players in the space, Samsung Electronics and SK hynix, are listed in South Korea and are not very easy to access for US-based investors. DRAM is the first US-listed ETF to offer targeted exposure to global memory semiconductor companies.
These stocks pulled back sharply late last month after reports that Google (GOOGL - Free Report) may have developed a technology that reduces the amount of memory required for large language models. How could Google’s new approach impact the outlook for memory stocks?
Big tech stocks had struggled earlier this year. There were concerns about heavy spending by the hyperscalers Microsoft (MSFT - Free Report) , Alphabet, Amazon (AMZN - Free Report) , and Meta Platforms (META - Free Report) , and whether those massive investments will ultimately generate strong returns.
At the same time, there were worries about disruption in certain areas from AI. Can the recent bounce in the Mag 7 stocks continue?
Meme stocks like Allbirds (BIRD - Free Report) and Avis (CAR - Free Report) have soared lately. But investors should be cautious about these short-term, risky bets.
Tune in to the podcast to learn more.
Be sure to look out for the next edition of ETF Spotlight, and remember to subscribe!
If you have any comments or questions, please email podcast@zacks.com