Editor's Note: Tesla's long-awaited robotaxi service launches in Austin this weekend just as Micron reports what analysts expect to be record-breaking earnings driven by sold-out AI memory chips. With both companies directly tied to Nvidia's AI empire, this week could determine which AI stocks are positioned for the next explosive rally.
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Tesla's long-promised robotaxi service launches tentatively on June 22nd in Austin, Texas, representing the most significant test of AI-powered autonomous driving technology to date. CEO Elon Musk announced the "tentative" launch date for public rides, with initial testing beginning with 10-20 Model Y vehicles operating in geofenced areas of Austin. Wall Street analysts like Wedbush's Dan Ives believe robotaxis will usher in the "golden era of autonomous for Tesla" that could power its market capitalization to more than $2 trillion by the end of next year.
The launch comes as Tesla tries to arrest a global vehicle-sales slide, with some analysts attributing the majority of Tesla's stock market value to hopes for robotaxis and humanoid robots it has yet to deliver. Tesla stock is down roughly 16% this year, making the Austin launch especially critical for demonstrating the company's AI capabilities. Unlike competitors like Waymo, which already provides 250,000 paid rides weekly across four U.S. cities, Tesla is playing catch-up in the autonomous vehicle space. However, Musk's confidence remains undaunted, stating during April's earnings call that Tesla will have "99% market share or something ridiculous" in the robotaxi market.
Micron Technology reports third-quarter earnings Wednesday after market close, with analysts expecting the company to showcase how the AI boom is transforming its business model. Analysts forecast earnings of $1.59 per share (+156.4% year-over-year) on revenue of $8.8 billion (+29.7% year-over-year), driven by unprecedented demand for AI memory chips. The company's high-bandwidth memory (HBM) chips are completely sold out for calendar years 2024 and 2025, with pricing already locked in.
Micron's Chief Business Officer Sumit Sadana projects that "HBM, high capacity memory and data center flash storage, each of these three product categories will be multiple billions of dollars in revenue in 2025". The company recently began mass production of its 24-gigabyte HBM3E chips for use in Nvidia's H200 Tensor Core GPUs, with the new chips consuming 30% less power than competing systems. Despite controlling only 10% of the global HBM market compared to SK Hynix's 50% and Samsung's 40%, Micron plans to grow its market share to 20%-25% by 2026.
"I Missed NVIDIA and Regretted It" — Don't Miss This Second Chance
In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents.
The company just became the world's third $3 trillion company...
And the stock is up massively since Jeff's recommendation.
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And it's in large part because these companies are connected to Elon Musk and Nvidia.
Both Tesla's robotaxi ambitions and Micron's memory chip success directly connect to Nvidia's dominance in the AI sector. Nvidia recently reported revenue of $44.1 billion in the first quarter of fiscal 2026, representing a 69% year-over-year increase, with the company accounting for nearly 80% of the AI accelerator market. Major cloud providers are deploying Nvidia's new Blackwell architecture chips at massive scale—almost 72,000 GPUs weekly—with plans to ramp up even more in the coming quarter.
Tesla's robotaxi vehicles must process massive amounts of data from multiple sensors and cameras in real time, making them heavily dependent on advanced AI processing capabilities. Meanwhile, Micron's HBM chips are essential components in Nvidia's H200 and upcoming Blackwell processors, with the partnership positioning Micron as a critical supplier in the AI infrastructure build-out. Big Tech companies are expected to spend $325 billion on AI infrastructure this year, a significant increase over the $223 billion invested in 2024.
Beyond the headline Tesla and Micron stories, the AI infrastructure buildout is creating opportunities across multiple sectors. Broadcom has emerged as a prominent AI infrastructure player, with custom AI chips and networking solutions being used by three hyperscaler clients rumored to be Alphabet, Meta Platforms, and ByteDance. CEO Hock Tan expects these three hyperscalers alone to generate a serviceable addressable market of $60 billion to $90 billion in fiscal 2027.
CoreWeave, previously a cryptocurrency mining operator, has positioned itself as a prominent "AI Hyperscaler" with 33 purpose-built AI data centers across the United States and Europe. The company reported $982 million in revenue in the first quarter of fiscal 2025, up 420% year-over-year, driven by demand for its specialized AI-first cloud infrastructure. Other AI stocks showing momentum include SoundHound AI, which specializes in voice AI and soared more than 800% last year before pulling back 50% in 2025.
Several lesser-known AI companies are positioning for potential breakouts as the sector continues expanding. Quantum Computing Inc. has emerged as one of the best-performing AI stocks, developing quantum computers that use exotic physics to run much faster than conventional computers. Innodata Inc., a data engineering company that supports major tech firms in building AI systems, has capitalized on surging demand by signing eight big-tech clients between 2022 and 2024, including five of the "Magnificent Seven".
Palantir Technologies, originally founded to serve U.S. intelligence agencies, now serves over 700 global clients and recently announced a strategic partnership with xAI and TWG Global to help financial service providers scale AI. Dell Technologies has seen its AI-optimized server shipments explode to $2.1 billion in the latest quarter from $800 million in the year-ago period, with a $4.1 billion AI backlog. The company has boosted its dividend by 18% and maintains a forward yield of nearly 2%.
The convergence of Tesla's robotaxi launch and Micron's AI-driven earnings could signal the beginning of the next major phase in artificial intelligence investing. Deutsche Bank analysts have raised their S&P 500 target from 6,150 to 6,550 by end-2025, with AI stocks positioned to be key beneficiaries of renewed capital inflows. Nvidia currently trades at only 33x forward earnings estimates, down from 50x earlier this year, potentially creating a buying opportunity for those who believe in the long-term AI story.
The critical question for individual investors is whether this week's developments represent the start of another explosive AI rally or simply the continuation of steady, long-term growth. Tesla's robotaxi success could transform it from primarily a car manufacturer to an AI-powered services provider, while Micron's sold-out inventory suggests the AI memory shortage will persist well into 2026.
Those who position themselves correctly before the broader market recognizes these shifts could be setting themselves up for substantial returns—but timing will be everything as both opportunities and risks accelerate in this rapidly evolving sector.
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It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing…
Arijit Sengupta, founder and CEO of Aible, recently said this:
"We're maybe at 1% of where the AI adoption will be in the next two to three years."
That means, even though Nvidia has soared 198% last year alone…
It's still in the early innings.
Now, Nvidia has moved on to the next frontier of AI it intends to dominate.
And we believe the three companies partnering with Nvidia during this next stage of its AI supremacy are likely to benefit as well.
Learn more about Nvidia's "Silent Partners" today.
A revolutionary new robot is beginning to emerge from the shadows. Elon Musk says it will "change civilization as we know it" while Bill Gates calls it "as revolutionary as the PC." But here's what they're not telling you about the stock positioned to dominate this trillion opportunity.
While everyone obsesses over AI chips, a massive energy crisis is brewing behind the scenes. Data centers will consume 160% more electricity by 2030, and there's only one power source that can handle this 24/7 demand. Three overlooked nuclear companies are positioned to become the backbone of the AI revolution.
This strange map reveals the locations the US government has begun selling off vast tracks of public lands to energy firms seeking to tap a new energy discovery in Utah. It's not nuclear, solar, wind, oil, gas, or coal... but it could provide virtually limitless energy to our country, forever.
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