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Micron Technology (NASDAQ: MU) is the first to market with fourth-generation high-bandwidth memory (HBM), essential for AI accelerator platforms. Their sales have surged, driven by partnerships with major players like Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD). Micron’s stock has gained 47% in the first half of 2025. The company plans to invest $10.2 billion in capital expenses this year to expand production capacity.
IBM (NYSE: IBM) reported a significant increase in demand for its WatsonX generative AI service, with an order book exceeding $6 billion—up from $1 billion in the same quarter last year. Approximately 80% of this revenue is from consulting services. IBM’s stock has risen 33% in 2025, reflecting the success of its pivot to AI and cloud consulting.
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