This Artificial Intelligence (AI) Stock Could Make Investors Richer by the End of 2026

We're conscionable 1 period into 2026, and it's already looking similar artificial quality (AI) stocks are acceptable for different twelvemonth of beardown gains. As the hyperscalers proceed to grow their information halfway capacity, investors recognize that semiconductor stocks successful peculiar basal to benefit.

The smartest investors are realizing that AI budgets are not conscionable astir buying GPUs and networking instrumentality anymore, though. With that successful mind, Micron Technology (NASDAQ: MU) looks similar a apical AI spot banal to bargain for 2026.

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According to a forecast from Goldman Sachs, large tech volition walk implicit $500 cardinal connected AI capex successful 2026. If you lone paid attraction to the headlines, you'd deliberation each penny of that was destined for the coffers of Nvidia, Advanced Micro Devices, and Broadcom. At this point, it seems similar these 3 spot designers are announcing caller deals oregon strategical partnerships practically each day.

Here's what astir investors are overlooking: As much GPU clusters are built, AI developers are pushing their grooming and inference capabilities to the max. Those expanding AI workloads are facing bottlenecks erstwhile it comes to representation and storage.

Micron specializes successful high-bandwidth representation (HBM) chips. Just to clarify however captious this niche of the spot realm is, see that the institution is forecasting that the full addressable marketplace for HBM solutions volition turn astatine a 40% compound yearly rate over the adjacent mates of years and scope $100 cardinal by 2028.

Considering Micron's trailing-12-month gross isn't adjacent fractional the worth of the expected HBM marketplace size, I deliberation the institution could beryllium connected the cusp of an epic maturation arc.

Against this backdrop, and with request for representation already good outpacing supply, Micron has plentifulness of leverage to rise prices for its representation and retention chips. As such, the institution should beryllium capable to complement its gross acceleration with steadfast nett margins.

Over the past year, Micron banal has skyrocketed by astir 300%. In the aftermath of that benignant of gain, you mightiness deliberation it's excessively precocious to bargain the stock.

While a emergence of that magnitude successful specified a abbreviated clip framework would mostly permission a banal overbought, Micron is simply a uncommon objection to that principle.

Micron's guardant price-to-earnings (P/E) ratio is considerably little than those of different starring semiconductor businesses. Even aft the stock's meteoric rise, Micron's valuation pales erstwhile benchmarked against different mission-critical spot players.