Key Takeaways NVIDIA, Micron and Palantir are gaining momentum as AI demand lifts hardware, software and cloud markets.Micron raised its revenue outlook on strong HBM demand, with FY25 sales rising to $37.38 billion.Palantir boosted its full-year guidance after a surge in U.S. commercial and government AIP adoption.Like in 2025, the rapid growth of artificial intelligence (AI) is expected to persist in 2026 and beyond, driving demand for AI hardware, software and cloud infrastructure worldwide. Micron Techn ...