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AI Stock Picks — September 4, 2026

The 5 AI-selected stock picks for September 4, 2026 from StocksRankings — with full investment thesis, bull case, bear case, and key catalyst for each.

5 AI Stock Picks for September 4, 2026

  1. MU — Micron Technology [Lowest PEG]
    Micron Technology, a leader in memory and storage solutions, is set to benefit from persistent demand for high-bandwidth memory in AI and data center applications, which is accelerating industry-wide capital spending. The company’s moat is reinforced by proprietary DRAM and NAND technologies, and its 1.08T market cap reflects its scale and supply chain dominance. The PEG ratio of 0.08, supported by 269% EPS growth and a 1-year return of 671%, signals the market is underpricing forward earnings power.
    Key risk: A sharp reversal in semiconductor capital spending or a collapse in AI infrastructure demand would materially weaken Micron’s revenue trajectory.
  2. BX — Blackstone [Contrarian Value]
    Blackstone, the world’s largest alternative asset manager, stands to grow fee-related earnings as institutional demand for private credit and infrastructure strategies increases in a high-rate environment. Its durable moat comes from $1T+ in assets under management and a multi-strategy platform that generates $4,425M in free cash flow. The stock’s RSI of 37 and concentrated $35.0M insider buying signal an attractive entry point as the market rotates toward value and yield.
    Key risk: A sudden downturn in private market valuations or a regulatory change affecting fund structures could impair Blackstone’s fee income and asset growth.
  3. TJX — TJX Companies [Winner on a Dip]
    TJX Companies, the leading off-price retailer, is positioned to capture incremental market share as consumers trade down amid sticky inflation and record-high diesel prices impacting supply chains. Its moat is the scale and agility of its global sourcing platform, which enables rapid inventory turnover and margin resilience even as input costs fluctuate. The RSI of 8.2 reflects a severe pullback, but the business model’s inelastic demand and 86% 5-year performance suggest the selloff is disconnected from long-term earnings power.
    Key risk: A sustained decline in discretionary consumer spending or a major supply chain disruption could pressure TJX’s traffic and margins.

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