Analysts Favor Nvidia Over Micron as AI Boom Continues

Wall Street favors Nvidia over Micron: Nvidia trades around $208 with a median target near $300 (about 44% upside), while Micron trades around $1,034 with a median target near $949 (roughly 8% downside). Nvidia’s AI-dominant GPUs and the Grace Blackwell/Vera Rubin roadmap support strong growth, whereas Micron faces a commoditized memory market, losing share to Samsung and SK Hynix in a cycle expected to peak around 2028, leading analysts to view Nvidia as undervalued and Micron as overpriced.