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AI Stock Picks — September 15, 2026

The 5 AI-selected stock picks for September 15, 2026 from StocksRankings — with full investment thesis, bull case, bear case, and key catalyst for each.

5 AI Stock Picks for September 15, 2026

  1. NEM — Newmont Corporation [Lowest PEG]
    Newmont stands out as persistent inflation and geopolitical risk drive renewed interest in gold as a store of value, which is reinforced by today's CPI release at 3.35%. The company is the world's largest gold miner, generating $9.733B in free cash flow and returning 4.3% via dividends, which supports balance sheet strength and capital flexibility. The PEG ratio of 0.23 and 1-year return of +55% indicate the market is discounting its 69% EPS growth and 83% FCF growth, making the current entry attractive.
    Key risk: A sustained drop in gold prices or operational setbacks at key mines could impair Newmont's cash flow and dividend coverage.
  2. MU — Micron Technology [Top Performer]
    Micron Technology is ramping production of next-generation HBM3E memory, which is critical for AI data center buildouts as highlighted by ongoing demand despite sector volatility. The company holds a dominant position in high-bandwidth memory, and its 1-year return of +485.68% reflects sustained leadership and execution. The PEG ratio of 0.08 and forward P/E of 5.9x indicate the market is still underpricing its 276.4% EPS growth trajectory.
    Key risk: A sharp reversal in AI infrastructure spending or a major supply glut in memory chips could compress Micron's margins and earnings.
  3. MPC — Marathon Petroleum [Lowest PEG]
    Marathon Petroleum benefits from today's news of renewed Houthi attacks on Saudi infrastructure, which reinforce the need for secure North American refining capacity. The company operates a leading U.S. downstream network with $12.899B in free cash flow and a 2.2% dividend, supporting capital returns and resilience even if oil prices moderate. The PEG ratio of 0.34 and 1-year return of +120.32% show the stock is priced well below its 40% EPS growth and 81% FCF growth, offering strong risk-reward.
    Key risk: A rapid normalization of global refining margins or a regulatory crackdown on U.S. fuel exports could erode Marathon's earnings power.

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