Okay, I took the time to do some asking around with some finance friends of mine. Their opinions were that:
1) People in that sector don't really understand why this is a big deal.
2) It looks like just another "Breakthrough" in hi-tech; which is to say, a regular every-day occurrence. The fact that all articles point to nothing coming to the market for at least five to ten years also means that finance people aren't interested in the tech yet.
Actually those seem to be related to a very different device which was in development in the same group -- an array of nanowires with single molecules at the intersections forming logical elements. Very cool, but very hard to fabricate, and not a memristor.
Updated: Actually only the second one has molecules at the intersections, the other two seem to be more general.
Eh, I must have been confused by the "pictures" posted of the memristor, because the patents describe the image that was getting shown in the articles. I'm not an EE by any stretch of the imagination, so I'd be inclined to take your word over mine.
Now I come to look at the image, you're right in that the new memristor architecture seems to a similar crossbar-style geometry similar to some of their previous inventions.
It's possible that the first or the third one you posted might be general enough to encompass the memristor system as implemented, but I don't think either of them is specifically related to the new let's-diffuse-ions-across-a-thin-semiconductor-film memristor idea.
I'm not being a smartass, I just really don't understand why we haven't seen financial implications of this find.
Edit In the interest of disclosure, I've bought some shares to put my money where my mind is.