Motley Fool Recommends Micron Technology and Amazon for Long-Term AI Investment

3 articles · Updated · The Motley Fool · Apr 26

Micron's revenue nearly tripled year over year in Q2 FY2026, with a net profit margin of 57.8%, while Amazon Web Services' revenue grew 24% year over year in Q4 2025.
Micron shifted focus to high-margin AI infrastructure, raising its dividend by 30%, and projects $34.25 billion in Q3 revenue. Amazon leverages AI across its businesses and holds over $86.8 billion in cash.
Both companies are positioned to benefit from a projected 30.6% CAGR in the AI industry through 2033, with Micron supplying essential memory chips and Amazon dominating cloud infrastructure and AI services.

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