Nvidia Stock Is Up 31% in 2025, But Here's Another Super Semiconductor Stock to Buy in 2026, According to Wall Street

Core Insights - Nvidia is experiencing unprecedented demand for its GPUs used in AI development, leading to significant revenue and earnings growth [1] - Micron Technology has outperformed Nvidia in stock returns for 2025, with a remarkable increase of 229% [2] - Analysts overwhelmingly recommend Micron as a buy, indicating strong confidence in its future performance [3] Company Insights - Nvidia relies on Micron's high-bandwidth memory (HBM) to enhance the performance of its data center GPUs, which is crucial for AI workloads [5][9] - Micron's HBM3E solution provides 50% more capacity and 30% less energy consumption compared to competitors, making it attractive for AI developers [6] - Micron is set to launch its HBM4E solution, which promises 60% more capacity and 20% better energy efficiency, with all supply sold out for 2026 [7] Industry Trends - The market for data center HBM is expected to grow significantly, potentially reaching $100 billion annually by 2028 [7] - The integration of AI capabilities in personal computers and smartphones is driving demand for high-capacity memory beyond data centers [8]