Memory Trade Reprices FastTuesday drove most of this week’s rebound, with the Roundhill Memory ETF (DRAM) posting its best day in over a month. Asian memory names followed on Wednesday.The focus now shifts to Alphabet’s earnings today. In April, it raised its 2026 CapEx guidance to $180B-$190B and signaled a significant increase in 2027.Any hint that spending is starting to pause could hit the broader AI and semiconductor trade. ...