Bernstein names winners and losers in the AI driven data explosion [Yahoo! Finance]
HP Inc. (HPQ)
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Source: Yahoo! Finance
Analyst Mark Newman argued in a note Thursday that “the Intelligence Revolution driving the data explosion… still has room to run with no signs of slowing in 2026,” and sees no reason for model developers to ease investment as AI capabilities improve. In its 2026 U.S. IT hardware outlook, Bernstein identifies memory and hard-disk drive suppliers as the clearest beneficiaries. According to Newman, “the data explosion necessary to enable and run AI models fuels an acceleration in memory and storage demand, creating an unprecedented memory & storage super cycle.” He notes that intense training workloads, richer content creation, and longer retention requirements are driving “insatiable (and price insensitive) demand” that has resulted in unprecedented price hikes. Bernstein highlights SanDisk and Seagate as its top picks for 2026. The firm raised its SanDisk target price to $580, citing “unprecedented NAND shortages and price increases,” while calling Seagate “a less volatile be
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HPQ
Earnings
- 11/25/25 - Beat
HPQ
Sec Filings
- 12/30/25 - Form 4
- 12/29/25 - Form 8-K/A
- 12/29/25 - Form 144
- HPQ's page on the SEC website