By Keithen Drury
Publication Date: 2026-03-09 04:00:00
Nvidia (NVDA 2.94%) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame.
One of the best stocks to bet on since Nvidia quit rising is Micron Technology (MU 6.68%). In the same time frame that Nvidia rose a mere 5%, Micron’s stock is up nearly 300%. With returns like that, investors may be wondering if it’s still worth holding on to Nvidia or if they’re better off switching to Micron.
Image source: Getty Images.
Micron operates in a cyclical industry
Micron and Nvidia may both be associated with AI chips, but they’re in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved.
Today’s Change
(-2.94%) $-5.39
Current Price
$177.95
Key Data Points
Market Cap
$4.3T
Day’s Range
$176.83 – $182.75
52wk Range
$86.62 – $212.19
Volume
6M
Avg Vol
177M
Gross Margin
71.07%
Dividend Yield
0.02%
Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different…
