Today: 27 May 2026
Browse Category

XETRA:XFAB 27 May 2026

Stock Market Today

  • Micron Rally Fuels Semiconductor and AI ETFs Surge in 2026
    May 27, 2026, 10:36 AM EDT. Semiconductor ETFs, led by VanEck Semiconductor ETF (SMH), surged to record highs as investors expand focus beyond Nvidia to memory-chip makers like Micron Technology (MU). Driven by rising demand for high-bandwidth memory (HBM) critical to AI data centers, ETFs climbed over 57% in Q2 and 65% year-to-date. Notable investors like Dan Loeb's Third Point are increasing positions in SMH, signaling confidence in broader AI chip supply chains. UBS forecasts Micron's earnings per share above $100 through 2029, reflecting a shift from cyclical memory supplier to AI infrastructure beneficiary. This diversification reduces reliance on Nvidia and highlights accelerated AI infrastructure spending fueling gains across semiconductor ETFs.

Latest articles

PDD Shares Drop After Profit Falls at Temu Owner

PDD Shares Drop After Profit Falls at Temu Owner

27 May 2026
PDD Holdings shares fell 10.5% to $86.52 after first-quarter revenue and profit missed Wall Street estimates. Revenue rose 11% to 106.23 billion yuan, below forecasts, while net income dropped 15% to 12.55 billion yuan. Rising costs and stiff competition pressured results. Alibaba and JD.com shares also declined, but PDD’s drop was steeper.
Lululemon Jumps After Chip Wilson Agreement, Next Move in Focus

Lululemon Jumps After Chip Wilson Agreement, Next Move in Focus

27 May 2026
Lululemon shares rose 4.5% to $133.03 Wednesday after the company settled its board dispute with founder Chip Wilson, adding two new directors and agreeing to limits on Wilson’s influence. The deal comes ahead of a CEO transition and first-quarter results due June 4. Lululemon’s stock remains down over 60% in the past year amid falling U.S. sales and rising competition.
AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

27 May 2026
Roundhill Memory ETF (DRAM) reached $10 billion in assets in 50 days, the fastest ETF to hit that milestone. The fund, up 87% since its April 2 launch, has seen heavy inflows as investors target memory-chip makers like Micron, Samsung, and SK Hynix amid an AI-driven chip shortage. Micron and SK Hynix both briefly crossed $1 trillion in market value this week. Filings for a 2x leveraged version are underway.
Go toTop