Not Nvidia, Not Palantir. This Might Be September's Most Important AI Infrastructure Stock.
Memory maker Micron reports fiscal 2026 fourth-quarter earnings on Sept. 30.
Overview
When it comes to artificial intelligence (AI), two names seem to get more airtime than their peers: Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR). Over the current earnings season, investors have already gotten thorough downloads on how Nvidia and Palantir are performing. Spoiler alert: They both look unstoppable.
However, the company I think sits at the tightest choke-point in the entire AI infrastructure build-out is Micron Technology (NASDAQ: MU). The memory shortage has become the bottleneck that tech sector CEOs are talking about out loud. While Micron won't report its results till the end of the month, Nvidia and Palantir have already signaled the cycle is running in its favor.
Image source: Micron Technology.
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Originally published at www.fool.com.