Micron vs. Palantir: Which AI Stock Is the Better Buy for 2026? [Yahoo! Finance]
Palantir Technologies Inc. - Class A (PLTR)
Company Research
Source: Yahoo! Finance
PLTR, a leading provider of AI-driven analytics software, saw its shares climb more than 100% in the same time period. The question now is: can both continue this momentum, and which stock is the better buy right now? Let's see in detail – The increase in demand for Micron's high-bandwidth memory (HBM) chips has fueled its recent strong quarterly performance and remains a significant catalyst for sustained growth ahead. HBM chips are expected to stay in strong demand due to their short supply amid the rapid AI infrastructure expansion. HBM chips are most sought-after due to their fast data processing capabilities and lower power consumption. Micron projects fiscal second-quarter 2026 revenues between $18.3 billion and $19.1 billion, following fiscal first-quarter 2026 revenues of $13.64 billion, a 56.8% year-over-year increase, according to investors.micron.com. The company's CEO, Sanjay Mehrotra, expressed strong optimism, noting that “our Q2 outlook reflects substantial records
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PLTR
Earnings
- 11/3/25 - Beat
PLTR
Sec Filings
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- PLTR's page on the SEC website