The first half of 2026 is almost over, and AI remained the dominant theme on Wall Street. But the trade was no longer just about NVIDIA. Investors rotated across AI chips, memory, cloud computing, autonomous driving, robotics and the space economy. Some stocks rallied on stronger-than-expected earnings. Others stayed in the spotlight despite sharp pullbacks, as investors questioned valuations and the pace of AI monetization. Here are 10 of the most talked-about U.S. stocks among Tigers in the first half of 2026. $Micron Technology(MU)$ has been one of the biggest winners of the AI memory trade. Strong demand for HBM and DRAM, driven by AI data centers, helped push the stock sharply higher after a major earnings beat.