Not Nvidia. Not Micron. Meet the AI Infrastructure Stock That Could Triple in Just 3 Years

Published September 21, 2026 · Category: Finance

Overview

The artificial intelligence (AI) infrastructure boom has supercharged Nvidia and Micron Technology's growth in recent years, as both companies sell mission-critical chips deployed in AI data centers for model training and inference.

Not surprisingly, investments in Nvidia and Micron have been highly lucrative for investors. Importantly, both semiconductor stocks still have room for more upside, fueled by further growth in AI infrastructure investments.

Details

However, there is one AI infrastructure stock that has failed to capitalize on this fast-growing space despite its impressive numbers. Shares of Oracle (NYSE:ORCL) are down 52% over the past year. But a closer look at the company's latest quarterly report suggests investors may be underestimating its potential. Here's why.

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Source

Originally published at www.fool.com.

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