3 Tech Stocks to Buy in October, Starting With Microsoft
If you’re looking for technology stocks to add to your October watch list, there are plenty of names to consider. But Microsoft (MSFT -0.41%), Broadcom (AVGO -1.38%), and Micron Technology (MU -1.91%) stand out as three of the sector’s most interesting names, each benefiting from trends that could drive massive growth for years to come.
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Microsoft is weaving AI across its massive software empire
Microsoft is entering October with something investors want to see: evidence that AI is spreading across its massive software ecosystem. Microsoft Cloud continued to grow strongly in its latest quarter, with Azure and its first-party AI applications driving demand. As a result, commercial remaining performance obligations (RPO) also expanded sharply, pointing to a stronger outlook for the company’s cloud revenue.
93/100
Today’s Change
(-0.41%) $-2.19
Current Price
$527.12
Key Data Points
Market Cap
Day’s Range
$525.68 – $531.66
52wk Range
$349.20 – $553.72
Volume
1.8M
Avg Vol
28M
Gross Margin
67.94%
Dividend Yield
0.69%
On top of that, Microsoft isn’t treating AI as a stand-alone product. Copilot is being pushed deeper into Microsoft 365, while the company adds coding and agent capabilities and brings more of the Office experience directly into Copilot. That gives Microsoft an edge in distribution: AI can become part of the software businesses already use every day.
Meanwhile, Microsoft is also expanding its AI infrastructure. Management said it remains on track to roughly double capacity within two years, while its own Maia silicon is being used alongside chips from Nvidia and Advanced Micro Devices. The company is also optimizing existing infrastructure across silicon, systems, and software, including improvements in Copilot’s workload throughput.
If Microsoft represents the software side of the AI build-out, Broadcom offers another important piece: the custom chips and networking needed to make all that compute work.
Broadcom’s custom AI chips are fueling its next growth phase
Broadcom is seeing massive demand for its custom AI accelerators and AI networking solutions. The demand has been so strong that Broadcom created an AI infrastructure financing platform to help customers purchase compute capacity powered by its custom accelerators and networking technology.
In fact, that demand should only grow as hyperscalers shift toward customized compute systems instead of relying entirely on off-the-shelf chips.
91/100
Today’s Change
(-1.38%) $-5.19
Current Price
$370.63
Key Data Points
Market Cap
Day’s Range
$369.12 – $374.34
52wk Range
$289.96 – $495.00
Volume
2.7M
Avg Vol
22.6M
Gross Margin
66.54%
Dividend Yield
0.69%
Meanwhile, another notable development is Broadcom’s partnership with OpenAI. The two companies unveiled Jalapeño, an AI chip designed for AI inference, and it’s meant to power a multigeneration compute platform deployed at scale.
The broader trend is clear: As AI models grow larger and inference becomes a larger share of the workload, the industry needs more specialized infrastructure, and Broadcom is providing the hardware to build it. But every AI chip needs something else to hold data: high-performance memory. That’s where Micron enters the scene.
Micron shows how AI is reshaping memory’s role in computing
Micron is in the middle of one of the biggest demand trends in the AI build-out: memory. And even with record revenue in 2026, Micron is positioning itself for an even stronger fiscal 2027.
Looking ahead, Micron has been working directly with AI companies to design next-generation infrastructure. Its agreement with Anthropic spans enterprise AI, memory, and storage architecture, allowing it to support Anthropic’s growth over the next several years, especially as it scales its compute capacity.
Micron Technology
91/100
Today’s Change
(-1.91%) $-19.97
Current Price
$1,025.59
Key Data Points
Market Cap
Day’s Range
$1011.42 – $1029.60
52wk Range
$179.61 – $1255.00
Volume
4.3M
Avg Vol
33.3M
Gross Margin
85.86%
Dividend Yield
0.04%
Meanwhile, Micron is investing in new memory technology and manufacturing capacity. Recent initiatives include an ultra-dense memory module designed for advanced servers and additional manufacturing investments in the U.S.
As AI workloads become more demanding, memory is becoming less of a supporting component and more of a core part of the AI system. That raises the question of which of these three AI plays best fits an investor’s portfolio heading into October.
Which of these three AI stocks is best for investors?
Microsoft, Broadcom, and Micron each offer a different way to play the AI build-out, and they fit different kinds of investors. Microsoft is the safer, steadier pick, since its AI push rides atop an already dominant, diversified software business that should cushion any near-term stumbles.
Broadcom sits in the middle, pairing real, contracted AI revenue with the added risk of depending on a handful of large hyperscale customers. Micron is the higher-risk, higher-reward option, tied to the famously cyclical memory market, which means its gains and its setbacks tend to be the most dramatic of the three.
For investors willing to match their risk tolerance to the right name, any of these three tech stocks could be worth adding to an October watch list.