2 AI Stocks Poised to Surge on the Halloween Effect

NVIDIA (NVDA) and Micron Technology (MU) are the two AI-infrastructure names Zacks Investment Research flags for a seasonal "Halloween effect" push, and both are posting numbers that explain the interest.

Start with Micron. Fiscal 2026 revenue surged to $133.19 billion, with gross margins reaching 87%. A margin at that level on that revenue base points to pricing power in a market where demand for AI chips is running hot. That is interpretation, but the figures are what carry the thesis.

NVDA's Data Center segment is the other pillar. Data Center revenue jumped 117% to $89 billion, confirming that AI infrastructure spending remains the dominant driver of its results.

Both companies project strong future revenue and earnings growth, according to the article, supported by robust AI chip demand and expanding profit margins. Interpretation: the pairing makes sense as a thematic trade, since MU's memory exposure and NVDA's data center exposure both lean on the same AI buildout. That also means correlation risk. A wobble in AI demand sentiment would likely hit both names at once.