Geopolitics Alpha

Micron Leads Three AI Memory Stocks With Major Upside Potential

Published . Updated .

Key takeaways

  • AMD reported 45% revenue growth, while Supermicro nearly quadrupled quarterly sales.
  • Exposed: QQQ, AIQ, MSFT, GOOGL, AMZN
  • Market reaction: QQQ +1.4% on the day (still updating); AIQ +1.1% on the day (still updating); AMZN +7.1% on the day (still updating)

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Micron Leads Three AI Memory Stocks With Major Upside Potential

AMD reported 45% revenue growth, while Supermicro nearly quadrupled quarterly sales.

Directly affected

  • MU Micron Technology-20.2% 30d

    Named in this report.

  • AMD Advanced Micro Devices-21.3% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ-9.8% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-0.1% 17d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • NVDA Nvidia-8.4% 30d

    Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-17.2% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com+0.5% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MU+14.97%+3.46%base-5.68%after closeafter closeafter close
AMDNo price data for this ticker———————
QQQ+5.88%+0.76%base+1.37%after closeafter closeafter close
AIQ+8.17%+0.96%base+1.11%after closeafter closeafter close
NVDA+4.25%-0.87%base-1.78%after closeafter closeafter close
MSFT+2.19%+0.22%base+6.97%after closeafter closeafter close
GOOGL+16.24%-0.00%base+4.14%after closeafter closeafter close
AMZN+1.58%-4.14%base+7.08%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Micron Leads Three AI Memory Stocks With Major Upside Potential Yahoo Finance Singapore

Source: Yahoo Finance

Price since this story was published: Invesco Qqq Trust, Series 1 (QQQ)

CompanyWhenMoveStatus
Global X Fds (AIQ)that day+1.11%still updating
Global X Fds (AIQ)three days earlier+0.96%final price
Global X Fds (AIQ)five days earlier+8.17%final price
Amazon Com (AMZN)that day+7.08%still updating
Amazon Com (AMZN)three days earlier-4.14%final price
Amazon Com (AMZN)five days earlier+1.58%final price
Alphabet (GOOGL)that day+4.14%still updating
Alphabet (GOOGL)three days earlier-0.00%final price
Alphabet (GOOGL)five days earlier+16.24%final price
Microsoft (MSFT)that day+6.97%still updating
Microsoft (MSFT)three days earlier+0.22%final price
Microsoft (MSFT)five days earlier+2.19%final price
MUthat day-5.68%still updating
MUthree days earlier+3.46%final price
MUfive days earlier+14.97%final price
NVDAthat day-1.78%still updating
NVDAthree days earlier-0.87%final price
NVDAfive days earlier+4.25%final price
Invesco Qqq Trust, Series 1 (QQQ)that day+1.37%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+0.76%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+5.88%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies tied to this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Micron Leads Three AI Memory Stocks With Major Upside Potential.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • AIQ Global X Fds

    Global X Fds (AIQ) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Micron Leads Three AI Memory Stocks With Major Upside Potential.” Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    In “Micron Leads Three AI Memory Stocks With Major Upside Potential,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • GOOGL Alphabet

    Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Micron Leads Three AI Memory Stocks With Major Upside Potential.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • AMZN Amazon Com

    For “Micron Leads Three AI Memory Stocks With Major Upside Potential,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • META Meta Platforms

    For “Micron Leads Three AI Memory Stocks With Major Upside Potential,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

Invesco Qqq Trust, Series 1 (QQQ)

“Micron Leads Three AI Memory Stocks With Major Upside Potential” (4 Nov 2026) reaches Invesco Qqq Trust, Series 1 (QQQ) through this story.

The link for Invesco Qqq Trust, Series 1 (QQQ) is this: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Global X Fds (AIQ) is here too. Its reason reads: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Price levels for Invesco Qqq Trust, Series 1 (QQQ)

AIQ traded between 61.70 and 67.40 across 14 sessions. The latest close on file is 62.94. MSFT traded between 505.00 and 551.08 across 20 sessions. The latest close on file is 520.81. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.

A simple score for Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100Price not final

“Micron Leads Three AI Memory Stocks With Major Upside Potential” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.