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 semis have been broad, but the undisputed kings of the 2026 semiconductor surge belongs to the memory and storage stocks. Could "storage†really The gai ...