SanDisk and Seagate Named Bernstein Top Picks as AI Data Booms

TLDR Bernstein says the AI-driven data explosion will continue through 2026 with no signs of slowing down Memory and storage suppliers like SanDisk and Seagate are the biggest winners, with SanDisk getting a $580 price target Hardware makers including HP Inc., SMCI, Dell, and HPE face earnings pressure from rising component costs, with potential 19% [...]

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