Trump Calls Micron One of the ‘Hottest’ Companies as Nvidia Surges, but MU Stock Is Up 228% in 2026

• Micron stock has surged roughly 228% in 2026, putting the memory-chip maker well ahead of Nvidia despite Nvidia’s latest blockbuster rally
• Trump has called Micron one of the “hottest” companies in the world after the chipmaker announced a $10 billion investment in new US research labs focused on AI and advanced computing
• Nvidia stock is surging on strong earnings and guidance, with shares jumping nearly 9% after the company reported $96.2 billion in quarterly revenue and forecast $108 billion for the next quarter

Donald Trump has put Micron back in the spotlight, calling the chipmaker one of the “hottest” companies in the world after its $10 billion US research investment. Meanwhile, Nvidia has been making headlines for a separate reason, with its stock jumping sharply after another strong earnings report. But looking beyond the latest trading session, the semiconductor race gets more interesting. Micron stock has posted a huge gain this year, opening up a notable gap with Nvidia stock.

Also Read: Ethereum Price Could Target $5K After $3K Breakout, Says Arthur Hayes, What’s the September Outlook?

Trump Puts Micron in the AI Memory Race

Trump’s comments came after Micron announced plans to put $10 billion into a new research hub over the next decade. The company says Micron Research Labs will focus on memory, computing, packaging, and future semiconductor manufacturing, with a flagship campus planned for Boise, Idaho.

The investment adds to more than $250 billion Micron has separately committed to US manufacturing and R&D. Trump pointed out both figures while praising Micron CEO Sanjay Mehrotra and the company’s role in keeping advanced technology in the US.

Trump’s comments have put Micron in the headlines. Memory has become increasingly important to the AI buildout, particularly as demand for high-bandwidth memory rises alongside spending on AI infrastructure.

Also Read: Meta Stock Surges 5% as $16.7B Settlement Equals Just 49 Days of Projected 2028 Profit

Nvidia Stock Gets Its Own Boost

Amid this, Nvidia stock jumped 8.7% on Thursday after the company posted $96.2 billion in second-quarter revenue, up 106% from a year earlier. Nvidia also forecast $108 billion in third-quarter revenue.

The scale of the move was notable. Nvidia added roughly $442 billion to its market value in one session. Meanwhile, the company said demand for its AI infrastructure continues to accelerate.

There was an interesting hiccup in the results. Nvidia also flagged tight memory supplies, pointing out how closely the company’s growth is tied to the memory market.

But the focus is back on MU stock. Shares of Micron have gained more than 228% in 2026, according to recent market data. Nvidia’s latest jump is impressive, but its stock was up about 22% for the year after Thursday’s rally.

For investors watching the AI trade, the gap says something important. Nvidia remains the dominant name in AI computing, but Micron is benefiting from another part of the same spending boom. The market may still talk about Nvidia first. MU stock, at least this year, has been doing the louder work.

Also Read: Bitcoin Reclaims $80K as Quantum-Safe Transaction Hits Mainnet, CZ Says $1M Is Coming Sooner