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SanDisk and Western Digital are the Real AI Kings of 2026

Summary by 247wallst.com
As investors turned their back on software (notably, the seat-based software-as-a-service companies), they’re turned towards hardware in a big-time way. You wouldn’t know it by looking at those flat shares of Nvidia (NASDAQ:NVDA), but the iShares Semiconductor ETF (NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within ... SanDisk and Western Digital are the Real AI Kings of 2026

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247wallst.com247wallst.com
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SanDisk and Western Digital are the Real AI Kings of 2026

As investors turned their back on software (notably, the seat-based software-as-a-service companies), they’re turned towards hardware in a big-time way. You wouldn’t know it by looking at those flat shares of Nvidia (NASDAQ:NVDA), but the iShares Semiconductor ETF (NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within ... SanDisk and Western Digital are the Real AI Kings of 2026

·New York, United States
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247wallst.com broke the news in New York, United States on Tuesday, February 3, 2026.
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