Not Nvidia, Not AMD. Micron Could Be September's Biggest AI Winner or Loser.

Published August 31, 2026 · Category: Finance

Overview

The latest earnings season has been a solid one for artificial intelligence (AI) semiconductor companies, as healthy demand for data center infrastructure has driven impressive growth among chipmakers and chip designers.

This explains why the latest quarterly reports of Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) exceeded expectations. However, the market's attention will now turn to Micron Technology (NASDAQ: MU), which will release its fiscal 2026 fourth-quarter results on Sept. 30. While there is still some time to go before Micron releases its quarterly report, I think that this semiconductor stock could be the biggest mover among AI companies in September.

Details

Let's look at the reasons why.

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Source

Originally published at www.fool.com.

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