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-0.00149845112023641 -0.00021612275772652 -0.00136877746560053 -0.00425041423528571 0.00749225560118137 0.00721850010806136 0.00556155896549242 0.0169872487572941
Stock impact report

Memory Is Wall Street's Favorite Tech Trade as Mag 7 Disappoints [Yahoo! Finance]

Sandisk Corporation (SNDK) 
Company Research Source: Yahoo! Finance
Companies like Sandisk Corp., Western Digital Corp., and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026, even with their recent declines, as heavy spending on artificial intelligence creates insatiable demand for memory and storage components used in data centers. They were also top performers in 2025. “Infrastructure is the place to be,” said Rob Thummel, a senior portfolio manager at Tortoise Capital, which holds shares of Western Digital, Seagate, Sandisk and Micron Technology Inc. in its Tortoise AI Infrastructure ETF. The strength of these stocks runs counter to the Magnificent Seven technology giants, all of which are down this year, with an index of the group declining 10%. And with so many AI hyperscalers needing memory and storage products, the companies now have tremendous pricing power, suggesting that the old playbook surrounding the cyclical nature of the business may need to be reconsidered. In particular, the stocks fit into th Show less Read more
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