Artificial Intelligence: Two Stocks in Focus

Artificial Intelligence (AI) remains a hot topic in financial markets, attracting both institutional and private investors seeking long-term growth opportunities. Two companies gaining particular attention in this context are Micron Technology and Oracle. Micron Technology, a market leader in the memory sector, recently made headlines with above-average revenue and earnings in the fourth fiscal quarter of 2024. The AI trend is driving demand for Micron's HBM chips, known for their high energy efficiency. This is especially relevant for energy-intensive data centers increasingly relying on Micron's HBM3E technology. Additionally, Micron has entered into long-term contracts with customers, ensuring high price transparency and predictability. Moreover, Micron is experiencing strong demand for its high-capacity DRAM products. Despite its impressive market performance, the company is currently trading at a relatively low valuation, making its shares even more attractive to purchase. In contrast, Oracle plays a crucial role in the development of complex AI systems by processing and storing large volumes of data. Thanks to a strategic partnership with major cloud providers like Amazon's AWS, Google Cloud, and Microsoft Azure, many customers are motivated to migrate their databases to the cloud. This has made Oracle a dominant player in the cloud, reflected in impressive revenue growth. Its strong financial position and valuation below the industry average make Oracle a particularly interesting investment in a high-growth environment. With a strong drive for innovation and solid financial metrics, both Micron and Oracle present compelling options for investors looking to benefit from the dynamic developments in the AI field.