Micron and Palantir Outperform Nvidia with 400% Gains Amid AI Boom
Micron Technology and Palantir Technologies have surged over 400% in the past two years, eclipsing Nvidia's 153% gain. Both companies are capitalizing on the AI revolution, with Micron's high-bandwidth memory chips in critical demand for data centers and Palantir's AI Platform driving explosive commercial growth.
Micron anticipates Q2 FY2026 revenues between $18.3B-$19.1B, fueled by supply constraints that enhance pricing power. Palantir's U.S. commercial revenue jumped 137% year-over-year, with full-year 2026 projections exceeding $7B. Analysts maintain strong buy ratings for both stocks as AI adoption accelerates across industries.