Tradr 2X Long RMBS Daily ETF (RMBX) News

Non-farm payrolls data rattled the broader U.S. stock market, yet AI hardware stocks surged against the trend. The semiconductor index rose more than 3%, with SanDisk jumping 12%.

The prospect of Federal Reserve rate hikes has weighed on overall valuations and certain software growth stocks, while the industrial logic underpinning demand for AI computing power, storage, and data center interconnectivity remains intact despite interest rate expectations. SK Hynix, a memory chip manufacturer, closed up more than 8%, and Coherent, an optical communications company, rose 6.6%. Market participants noted that the strong performance of chip stocks on Friday had "nothing to do" with the non-farm payrolls data, but was instead driven primarily by the ongoing sector rotation between semiconductors and software.

wallstreetcnSep 5 06:13

Analyst Firm: Global DRAM Market Size Grew 55.9% Quarter-on-Quarter in Q2, Setting a New Record High

People's Finance News, September 4 — According to data from CFM Flash Market, the global DRAM market size reached $147.024 billion in the second quarter of 2026, a 55.9% increase quarter-on-quarter, setting a new historical high. In response to strong demand in the server market, original equipment manufacturers (OEMs) continued to expand sales of high-value-added products such as server DRAM and HBM in the second quarter. While the average selling prices (ASPs) for server and PC DRAM doubled quarter-on-quarter in the first quarter, the growth rate slowed to the 40%–50% range in the second quarter. A favorable pricing environment has sustained the upward momentum in OEM DRAM prices, resulting in simultaneous growth in both volume and price, thereby driving up OEM sales revenue in the second quarter.

Securities TimesSep 5 04:28

Cost per million tokens drops below $1! Goldman Sachs: “Volume surge, price collapse” shakes the logic of AI capital expenditure.

Goldman Sachs’ latest report shows that the SDLLMTK index, which measures AI inference pricing, plummeted by 29% in August alone, falling below the $1 per million tokens threshold for the first time and marking a cumulative 50% decline from its peak. Price cuts, user migration to low-cost open-source models, intensifying competition, and local inference are structurally eroding the per-token pricing model. The widening divergence between rising volume and falling prices is dismantling the core narrative that “more tokens equal more revenue.”

wallstreetcnSep 4 09:37

Charts showing “tokens falling below $1” have gone viral across the internet, but the reality is different: the Jevons paradox, combined with RSI indicators, suggests that AI demand surges even as prices drop.

The note from Goldman Sachs’ Delta One trading desk, cited by ZeroHedge, proposes a conditional stress test rather than making a factual judgment that “global computing power is already in excess.”

Zhitong FinanceSep 4 09:30

$1000 Invested In Rambus 15 Years Ago Would Be Worth This Much Today

Rambus (NASDAQ:RMBS) has outperformed the market over the past 15 years by 1.09% on an annualized basis producing an average annual return of 14.57%. Currently, Rambus has a market capitalization of $

BenzingaSep 4 07:00

Cost savings from memory cuts are being redirected to networking! Institutions have crunched the numbers on NVIDIA’s downgraded Rubin Ultra configuration.

① NVIDIA has lowered the HBM memory specifications for Rubin Ultra: from HBM4E 12-Hi to HBM4 8-Hi; ② SemiAnalysis points out that, after adopting this downgraded configuration, HBM costs have been reduced by more than 50%; ③ The focus of value within NVIDIA's internal AI hardware is shifting: no longer solely pursuing maximum HBM memory capacity per card, but instead relying on large-scale cluster interconnects.

cls.cnSep 3 11:57

Are tech giants pivoting to e-waste recycling? Google is repurposing DDR4 memory from decommissioned servers.

① Against the backdrop of memory shortages, Google has developed hardware and software solutions to overcome memory bottlenecks by recycling DDR4 components from decommissioned servers; ② Goldman Sachs expects memory prices to rise further in the third quarter, while other data shows that the spot price for 8GB DDR4 modules rose to $142 in August; ③ Although Google has launched custom chips optimized for memory performance, its initiative to recycle DDR4 components indicates that memory shortages remain a critical bottleneck for the industry.

cls.cnSep 3 10:39

SK Hynix’s Silicon Wafer Procurement Surges 104% Quarter-on-Quarter: A Rush for Supplies and Price Negotiations Amid the AI Memory Arms Race

SK Hynix's silicon wafer procurement expenditure surged 104% quarter-on-quarter in Q2 2026, significantly outpacing Samsung. The core rationale lies in securing raw materials in advance to hedge against price hike risks and to stockpile for the capacity expansion of HBM and advanced DRAM. Meanwhile, SK Hynix has tacitly accepted a 3%-4% price increase from core equipment suppliers, ending a five-year tradition of price reductions.

wallstreetcnSep 2 07:01

Samsung unveils next-generation memory roadmap: HBM5 delivers twice the performance of HBM4E, while zHBM accelerates performance by eightfold.

The manufacturing process for the HBM5 base die has been upgraded to 2 nanometers, aiming to double the performance of HBM4E, improve performance per watt by 20%, and reduce thermal resistance by 20%, with mass production expected in 2028. The newly architected zHBM targets eight times the performance of HBM4E, a threefold increase in performance per watt, and a 75% to 90% reduction in thermal resistance, with a launch anticipated after 2029.

wallstreetcnSep 2 05:06

Goldman Sachs: Five Key Debates in Semiconductors

As hyperscale cloud providers continue to ramp up capital expenditures, demand for AI computing power is expanding from training to new scenarios such as inference and Agentic AI. Investors are beginning to seek the next key answers: How much longer will this cycle of AI infrastructure investment last? Which segments will continue to benefit? From September 8 to 11, Goldman Sachs will host Communacopia + Technology Conference in San Francisco, with participation from 32 global companies across sectors including digital/AI chips, EDA software, analog semiconductors, semiconductor equipment, memory, and IT services. Goldman Sachs analysts have outlined five core debate topics surrounding this conference, covering

wallstreetcnSep 2 00:23

Is the memory chip boom entering its second half? DRAM and NAND prices continue to hit record highs, but the pace of growth is slowing.

1. In August this year, the global average prices for DRAM and NAND flash memory reached new record highs, although the month-on-month increase narrowed compared to July: DRAM prices rose by 4.2% month-on-month, while NAND prices increased by 1.4%. 2. The expected quarter-on-quarter growth rate for third-quarter PC DRAM contract prices has been revised upward to 18%-23%, marking a deceleration from the second quarter.

cls.cnSep 1 22:38

Top 20 by Trading Volume | SanDisk surges 5% in late trading, officially included in MSCI Global Index; Tesla rises over 5.5%, launches affordable Model 3 in Hong Kong and Macau; U.S. FTC sues Amazon for manipulating ad prices

The top U.S. stock by trading volume on Monday closed up 5.50%, with a turnover of $35.392 billion. On August 12, MSCI Inc. (NYSE: MSCI), a leading provider of core decision-support tools and services to global institutional investors, announced the results of its quarterly review of MSCI Equity Indices for August 2026. All index changes will take effect after the market close on August 31, 2026.

Global Market BriefingSep 1 06:55

HBM spot prices soar to five times long-term contract levels: HBM4 yield pressures and long-term contract capacity allocations squeeze spot supply

① Prices for DRAM products such as HBM used in AI accelerators have surged, with Samsung Electronics and SK Hynix struggling to keep pace with market demand; ② The ramp-up of HBM4 shipments to major clients like NVIDIA has been accompanied by lower yields compared to HBM3E, resulting in higher DRAM consumption during production and exacerbating the overall shortage; ③ Spot prices have diverged significantly from long-term contract prices: the spot price for 36GB HBM3E is $2,100, four to five times the long-term contract rate.

cls.cnAug 31 22:56

Analysts Are Bullish on These Technology Stocks: Rambus (RMBS), Aviat Networks (AVNW)

TipRanksAug 31 15:40

William Blair Maintains Rambus(RMBS.US) With Buy Rating

William Blair analyst Sebastien Naji maintains $Rambus(RMBS.US)$ with a buy rating.According to TipRanks data, the analyst has a success rate of 74.2% and a total average return of 40.1% over the

Futu NewsAug 31 15:31

Changxin Officially Announces Mass Production of LPDDR6 Memory

On August 29, ChangXin Memory Technologies announced that its LPDDR6 memory chips have officially entered mass production.

cls.cnAug 29 14:06

Severe supply tightness coupled with the traditional peak season: Bank of America forecasts further rises in spot memory prices in September.

Bank of America forecasts that spot prices for DRAM and NAND could rise by another 10% to 20% in September, driven by the combined impact of memory supply shortages and peak seasonal demand. Samsung, SK Hynix, and Micron are prioritizing capacity allocation for AI customers, leaving channel supply fulfillment rates below 50%. NVIDIA's strong growth guidance has further reinforced expectations for memory demand, suggesting that industry momentum is likely to persist.

wallstreetcnAug 28 23:02

SK Hynix CEO Predicts Memory Chip Shortage to Persist Until 2030

① SK Hynix CEO Kwak No-jeong stated that upon the completion of its new facility in Indiana, USA, the state will become a key U.S. production base for High Bandwidth Memory (HBM) by 2030, and the current shortage of HBM supply is expected to last until the end of 2030; ② Kwak revealed that the first cleanroom at SK Hynix's packaging plant in the U.S. will commence operations in October 2028, with total investment and assets in the country projected to exceed $45 billion by 2030.

cls.cnAug 28 05:50

Express News | SK Hynix (SKHY.O) CEO: No significant signs of a downturn in the memory market have been observed. The memory shortage is expected to persist until the end of 2030.

BreakingsAug 28 00:19

U.S. memory stocks rose collectively in pre-market trading, with SanDisk, SK Hynix, and Micron Technology gaining more than 4%.

Gelonghui, August 27 – NVIDIA’s earnings guidance significantly exceeded market expectations, driving a broad pre-market rally in U.S. memory chip stocks. SanDisk, SK Hynix, and Micron Technology rose more than 4%; Seagate Technology, Rambus, and Western Digital gained over 3%; and Silicon Motion Technology surged more than 2%.

Gelonghui FinanceAug 27 16:20