The surprising stocks leading the tech sector this year thanks to an AI renaissance

Core Insights - Western Digital and Seagate, previously considered cyclical stocks, are now positioned at the forefront of the AI boom due to the increasing importance of storage technology [1] - Analysts predict continued growth in the storage sector, indicating no signs of a slowdown in demand [1] Company Analysis - Western Digital and Seagate have transitioned from being overlooked stocks to key players in the rapidly evolving storage technology market [1] - The rise of AI applications has significantly increased the demand for advanced storage solutions, benefiting both companies [1] Industry Outlook - The storage technology industry is experiencing a renaissance, driven by the AI boom, which is expected to sustain growth in the foreseeable future [1] - Analysts remain optimistic about the industry's trajectory, suggesting robust opportunities for investment in storage technology [1]