AI spending is predicted to double, and while everyone's focused on NVIDIA & AMD, Micron and Applied Digital could be huge winners. Micron's data center revenue jumped 137%! But there's more to the story... #AISpending #Micron #AppliedDigital #StockMarket #TechStocks #Investing
1 extracted signal · 1 resolved · 0 still active
Rick Orford - Trading Stocks and Options05 Dec 2025, 00:00 UTC
AI-generated source summary
AI spending is expected to double next year. Micron (MU) is currently trading around $226 and is up 166% this year. Its data center revenue jumped 137% to over 20 billion. Analysts project the stock could reach $325 a share. Micron's flagship product is already sold out. Applied Digital locked in more than 16 billion in long-term leases with hyperscalers needing compute power.
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