There's no doubt that artificial intelligence is one of the most impactful technologies to come along in decades. But choosing AI stocks that are more than just a flash in the pan is still tricky, especially as some investors jump at nearly any stock touting its AI chops.
Thankfully, you can cut through the noise and focus on a handful of tech giants that are already leaders in AI and will likely remain so for years. Here's why Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), and Taiwan Semiconductor Manufacturing (NYSE: TSM) could outperform the S&P 500 for years to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron Technology has been one of the biggest success stories in the AI boom, with its share price soaring more than 1,500% over the past three years. That rise has come as large tech companies are clamoring to get their hands on Micron's memory processors for their data centers.
The surge in demand has not only caused Micron's sales to rise -- revenue jumped 345% in the third quarter of fiscal year 2026 (ended May 28) to nearly $41.5 billion -- but also led to a surge in profits. All the demand has allowed Micron to raise prices, boosting its margins and resulting in non-GAAP (adjusted) earnings per share surging more than 1,300% to $24.67 in the quarter.
Thankfully, you can cut through the noise and focus on a handful of tech giants that are already leaders in AI and will likely remain so for years. Here's why Micron Technology (NASDAQ: MU), Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), and Taiwan Semiconductor Manufacturing (NYSE: TSM) could outperform the S&P 500 for years to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron Technology has been one of the biggest success stories in the AI boom, with its share price soaring more than 1,500% over the past three years. That rise has come as large tech companies are clamoring to get their hands on Micron's memory processors for their data centers.
The surge in demand has not only caused Micron's sales to rise -- revenue jumped 345% in the third quarter of fiscal year 2026 (ended May 28) to nearly $41.5 billion -- but also led to a surge in profits. All the demand has allowed Micron to raise prices, boosting its margins and resulting in non-GAAP (adjusted) earnings per share surging more than 1,300% to $24.67 in the quarter.
3 months ago
