By Keithen Drury, The Motley Fool
Publication Date: 2026-06-04 17:05:00
Nvidia is the king of artificial intelligence (AI) investing and has delivered significant returns for investors over the long and short terms. In 2026, Nvidia’s stock is up about 15%. While that’s not bad, other stocks are absolutely crushing Nvidia’s returns, and could do so for the foreseeable future.
Three stocks outperforming Nvidia are Nebius (NASDAQ: NBIS), Micron Technology (NASDAQ: MU), and Taiwan Semiconductor Manufacturing (NYSE: TSM). But can they keep it up?
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Nebius
Nebius and Micron are the top performers of this trio. Nebius has risen about 149%, while Micron is up around 225% in 2026. Those are incredible returns in just five months, but there is still plenty to go.
Nebius is a neocloud company that is focused on AI cloud computing. There is a huge demand for its full-stack computing platform, and its growth rate displays that trend. In the first quarter, revenue skyrocketed 684% year over year. That’s not an error or a one-time boost thanks to an acquisition. There’s real demand for its products, and Nebius believes it can reach an annual run rate of $7 billion to $9 billion by the end of this year, up from $1.25 billion in 2025.
While Nebius hasn’t announced 2027 guidance, Wall…