By Vandita Jadeja
Publication Date: 2026-08-26 15:00:00
AI spending is minting new winners faster than most investors can track, and three stocks sitting at the intersection of memory, custom silicon, and GPU cloud infrastructure may be the clearest bets on where the next wave of capital flows.
Artificial intelligence has reshaped the semiconductor and cloud-infrastructure landscape at a pace few investors imagined two years ago.
Three names sit squarely in the money flow: a memory maker riding structural shortages, a custom-silicon powerhouse selling accelerators to every hyperscaler, and a pure-play AI cloud stitching NVIDIA GPUs into contracted revenue. Here is the round-number bull case for each heading into 2027.
Micron’s Path to $1,200
Micron Technology (NASDAQ:MU | MU Price Prediction) has been the AI trade’s biggest surprise. Shares are up 219.19% year to date and 674.9% over the past year, closing at $910.43. Fiscal Q3 revenue reached $41.46 billion, up 345.72% year over year, with non-GAAP EPS of $25.11 extending a…
