{
  "id": 16784830,
  "title": "Prediction: This Artificial Intelligence (AI) Memory Stock Will Go Parabolic on Oct. 30",
  "url": "https://urgent.news/2026/10/27/prediction-this-artificial-intelligence-ai-memory-stock-will-go",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-27T19:00:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/27/prediction-this-artificial-intelligence-ai-memory/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Micron Technology (MU) is a prominent manufacturer of memory chips essential for artificial intelligence (AI) computing, experiencing a remarkable 225% increase in stock value so far in 2023, ranking third among Nasdaq-100 performers. Despite this impressive performance, Micron's shares have been volatile and now trade approximately 24% below their all-time high. The upcoming earnings reports from Alphabet (GOOGL +2.11%) and Amazon (AMZN +2.06%) on October 28 and 29 could reveal the impact of the global memory shortage on AI-related capital expenditures (capex). Amazon CEO Andy Jassy has noted the increasing importance of memory costs in its 2026 capex budget, while Alphabet raised its forecast to $195 billion to $205 billion, attributing it to accelerating infrastructure investments and capacity supply constraints. Elon Musk also highlighted RAM supply as a constraint on AI infrastructure development. As AI models require substantial memory for both training and inference, the memory shortage could lead to higher prices, benefiting Micron's revenue growth, expanding profit margins, and earnings visibility. If Amazon and Alphabet explicitly emphasize the memory shortage, rising component prices, or the increasing demand for memory-intensive AI applications during their earnings reports, investors may begin to view Micron's growth as more durable than anticipated. Thus, the author predicts Micron could rally just in time for Halloween, potentially surpassing its all-time high.",
  "summary": "Alphabet and Amazon report third-quarter earnings on Oct. 28 and 29, respectively.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Prediction: This Artificial Intelligence (AI) Memory Stock Will Go Parabolic on Oct. 30",
        "url": "https://urgent.news/2026/10/27/prediction-this-artificial-intelligence-ai-memory-stock-will-go-16786066",
        "published": "2026-10-27T19:20:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}