Buy 2 Artificial Intelligence (AI) Stocks That Are Crushing Nvidia and Palantir in 2026
Micron Technology and Comfort Systems have outperformed Nvidia and Palantir in 2026, driven by demand for AI data centers. Micron's memory chips and Comfort Systems' mechanical and electrical services are crucial for AI infrastructure.
Micron Technology and Comfort Systems have surged 59% and 77% respectively in 2026, outpacing Nvidia and Palantir. Micron benefits from a shortage in memory chips created by AI data center construction. The company's revenue increased 196% to $23.8 billion in Q2 FY2026. Comfort Systems provides mechanical and electrical services to data centers, capitalizing on strong demand. Analysts expect Micron's earnings to grow 75% annually through FY2028, making its current valuation seem cheap. The median target price for Micron is $550, implying 21% upside.
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