The Zacks Analyst Blog NVIDIA, Micron Technology, Palantir and Advanced Micro Devices

The Zacks Analyst Blog NVIDIA, Micron Technology, Palantir and Advanced Micro Devices

By Zacks Equity Research
Publication Date: 2026-02-17 09:38:00

Chicago, IL – February 17, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include  NVIDIA Corp. NVDA, Micron Technology, Inc. MU, Palantir Technologies Inc. PLTR and Advanced Micro Devices, Inc. AMD.

With the advent of artificial intelligence (AI), NVIDIA Corp. has surged to become the world’s most valuable company, reaching a market capitalization of around $4.5 trillion, an extraordinary increase from roughly $0.5 billion at the time of its IPO.

NVIDIA’s shares surged an astonishing 427,191.5% since its inception, fueled by its graphics processing units (GPUs) becoming the backbone of AI training and data centers. More recently, the relentless demand for its chips, especially those built on its Blackwell architecture, has driven strong quarter-over-quarter growth in sales and profits.

However, over the past two years, surging enthusiasm around AI has fueled impressive gains for Micron Technology, Inc. and Palantir Technologies Inc., which have climbed 405.9% and 412.6%, respectively, far outpacing NVIDIA’s 153%. Both companies boast a highly scalable business model and are viewed as one of the few capable of replicating NVIDIA’s success. Here are the reasons behind that view –

Micron has grabbed Wall Street’s attention amid surging demand…