Micron and Keysight ride AI boom to record stock gains in 2026
Micron Technology has become the top-performing stock in the Score Portfolio, with gains nearing 197% since its purchase in December 2025. The company’s success follows a surge in memory chip prices, which have more than doubled in recent months. Meanwhile, Keysight Technologies has also seen remarkable growth, with an open-end turbo call warrant rising by over 229% since acquisition. Micron’s strong performance comes as demand for DRAM and HBM memory chips outstrips supply. The shortage has been driven by the rapid expansion of AI data centres and increased orders from the defence sector. As a result, the company sold out its entire 2026 production earlier this year. Its current Score stands at 89%, with particularly high marks in growth (97%) and momentum & volatility (82%).
Keysight Technologies, a provider of testing and measurement systems for chips, networks, and high-speed connections, has also thrived. The company’s tools are essential for validating AI servers, data centre infrastructure, and advanced semiconductors. An open-end turbo call warrant on Keysight, bought on December 19, 2025, at €5.38, now trades at €17.71. The decision to enter the Keysight position was based on technical strength, confirmed by a clear entry signal. The exit strategy will rely solely on momentum and trend indicators, ensuring a disciplined approach to the trade.
Micron’s stock has surged since its December 2025 purchase, while Keysight’s warrant has delivered even higher returns. Both companies are benefiting from the AI boom, with Micron capitalising on chip shortages and Keysight supporting critical testing needs. Their strong performance reflects broader trends in technology and defence-driven demand.
