- In 2026, memory chips and AI servers are at the forefront of market performance, with Micron Technology and Dell Technologies seeing increases of about 260%.
- Both companies play crucial roles in AI infrastructure, with Micron's high-bandwidth memory fully contracted and Dell's AI server revenue surging 757% year-over-year.
- Meanwhile, Russell 2000 stocks, such as Applied Optoelectronics and Rackspace Technology, have surged over 400%, highlighting lesser-known players in the growing AI ecosystem.
