By Keithen Drury
Publication Date: 2026-05-18 09:30:00
Two of the hottest stocks on the market are Nvidia (NVDA 4.39%) and Micron (MU 6.58%). Both companies are thriving on heightened data center demand, and each has integral products for the artificial intelligence (AI) training ecosystem. Nvidia makes graphics processing units (GPUs), while Micron makes memory chips. That makes these two partners rather than competitors.
However, there can only be one stock that’s the better buy between them. So, which one is it?
Image source: Getty Images.
Nvidia’s business is more stable
In the GPU world, Nvidia stands on top. Its ecosystem and hardware are better than the competition’s, making it the top choice for any company looking to build out its AI model. There is a lot that differentiates Nvidia’s products from rivals, so it has earned a premium as a result.
Today’s Change
(-4.39%) $-10.35
Current Price
$225.39
Key Data Points
Market Cap
$5.5T
Day’s Range
$224.30 – $231.50
52wk Range
$129.16 – $236.54
Volume
5.8M
Avg Vol
171M
Gross Margin
71.07%
Dividend Yield
0.02%
Micron is a bit different. There isn’t a whole lot to separate one memory manufacturer from another, which results in a commoditized market. When demand is high and supply is low, as it is now, memory prices soar. That’s exactly what we’re seeing, and it’s powering Micron’s stock to new heights.
The issue is that this memory shortage won’t last forever. Micron and its peers are all building new fabrication facilities to meet demand. Eventually, demand will slow or decrease, or supply…