This AI Stock is Beating The Market and Could Keep Climbing in 2026

HBM remains Micron's primary growth engine. The company has finalized pricing and supply commitments for all of its 2026 HBM production, including its top-tier HBM4 product, which offers speeds exceeding 11 gigabits per second. Production of HBM4 is scheduled to ramp up in the second half of 2026, with strong yield performance anticipated. The HBM total addressable market (TAM) is expected to increase at a 40% CAGR until 2028, reaching over $100 billion. Micron is in a leading position to capitalize on this ...