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Sign up free →Micron's memory chip revenue spiked 195% in Q2 fiscal 2026 to about $24 billion, driven by AI data center spending; 87% of analysts covering the company assign a buy rating.
Broadcom's custom AI processors (ASICs — application-specific integrated circuits designed for particular AI tasks) saw a 140% increase in chip sales in Q1 2026, and the company's AI semiconductor revenue more than doubled to $8.4 billion in that quarter; 94% of Wall Street analysts recommend buying the stock.
Alphabet's Google Gemini AI model has 900 million monthly active users, and Google Cloud sales jumped 63% in Q1 to $20 billion; the company is spending up to $190 billion on AI infrastructure this year and holds $127 billion in cash and cash equivalents.
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