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Memory '26: CXL / Memory Expansion
11 tickers · $2.65T total market cap
Group: Memory
Memory '26: CXL / Memory Expansion tracks 11 publicly listed stocks in this theme: 000660.KO, 005930.KO, 688008.SHE, ALAB, CDNS, INTC, MCHP, MRVL, MU, PSTG, RMBS. See the constituent table for details.
Constituents
Build 20260415T080833
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Samsung Electronics Co., Ltd.005930.KO | 01/28/2026 (BMO) | — | 0.75% | — | 32.70% | — | $968.63B | 10.0000 |
SK hynix Inc.000660.KO | 01/28/2026 (AMC) | 04/23/2026 (AMC) | 2.38% | — | 34.26% | — | $533.10B | 12.0000 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 10.11% | — | $525.14B | 8.0000 |
Intel CorporationINTC | 01/22/2026 (BMO) | 04/23/2026 (AMC) | -16.92% | — | 41.57% | — | $320.39B | 6.0000 |
Marvell Technology, Inc.MRVL | 03/05/2026 (AMC) | 05/28/2026 (AMC) | 18.35% | — | 49.38% | — | $117.03B | 12.0000 |
Cadence Design Systems, Inc.CDNS | 02/17/2026 (AMC) | 04/27/2026 (AMC) | 4.63% | — | -1.42% | — | $80.72B | 5.0000 |
Microchip Technology IncorporatedMCHP | 02/05/2026 (AMC) | 05/06/2026 (BMO) | -2.60% | — | -1.99% | — | $40.31B | 8.0000 |
Astera Labs, Inc. Common StockALAB | 02/10/2026 (AMC) | 05/05/2026 (AMC) | -30.78% | — | 34.78% | — | $29.04B | 18.0000 |
Everpure, IncPSTG | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -12.70% | — | -0.34% | — | $21.15B | 3.0000 |
Rambus Inc.RMBS | 02/02/2026 (AMC) | 04/27/2026 (AMC) | -11.31% | — | 20.71% | — | $13.17B | 10.0000 |
—688008.SHE | — | — | — | — | — | — | — | 8.0000 |
| Average | -5.66% | — | 21.98% | — | $264.87B | 9.0909 | ||
| Median | -5.51% | — | 26.71% | — | $98.87B | 8.0000 | ||
| Std Dev | 12.82% | — | 18.24% | — | $303.74B | 3.8719 | ||
| Min | -30.78% | — | -1.99% | — | $13.17B | 3.0000 | ||
| Max | 18.35% | — | 49.38% | — | $968.63B | 18.0000 | ||
| % Positive Tickers | 40.00% | — | 70.00% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.