The winners within semis have been broad, but the undisputed kings of the 2026 semiconductor surge belongs to the memory and storage stocks. Could “storage” really be the “new gold” as the AI revolution looks to play out while hardware constraints look to be the hot topic for the hyperscalers?
As SanDisk and Western Digital shares enjoy their Nvidia-like moments, some investors are surely asking themselves whether the parabolic ascent is sustainable or not.
This post originally appeared at 24/7 Wall St.