By Sean Williams, The Motley Fool
Publication Date: 2026-06-09 09:26:00
Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), Micron Technology (NASDAQ: MU), and Broadcom (NASDAQ: AVGO) have rallied by roughly 1,400%, 2,110%, 1,890%, and 650%, respectively, as of the closing bell on June 4.
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 »
Nvidia’s superior graphics processing units make enterprise data centers tick, while high-bandwidth memory supplied by Micron and networking solutions from Broadcom facilitate high-performance computing while minimizing tail latency. As for Palantir, it’s the ideal example of AI applications in action via its Gotham and Foundry software-as-a-service platforms.
While these AI juggernauts have, thus far, proved unstoppable, the people who know these companies best are sending all the wrong signals.