Memory and semiconductor stocks lose momentum, bitcoin rebounds in sign of changing investor focus
After dominating markets in 2026, AI-tied memory and semiconductor stocks are losing momentum, raising the question whether capital will shift back into bitcoin.
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Summary
- Sandisk is up more than 530% and Micron over 230% in 2026, reflecting first-half demand for companies benefiting from growing demand for AI.
- Since then, the Roundhill Memory ETF (DRAM) has fallen 25% from its June peak, and the VanEck Semiconductor ETF (SMH) is down around 12%.
- As AI infrastructure stocks and computing providers sold off following Meta’s reported push into selling excess GPU capacity, bitcoin rebounded from a two-year low, hinting at a potential shift in investor interest.
