The Street is undervaluing these tech hardware names, says Bernstein's Mark Newman

Com for imprint for certain. >> Welcome back to The Exchange Bernstein. Initiating coverage with an outperform rating on four key IT hardware names this morning.The firm saying they see big gains ahead for Apple, Dell, SanDisk and Seagate as AI spending continues to ramp. Those four names in the green so far this month. But there is one that is outperforming the rest so far this year, and that is Seagate.Our mystery chart from earlier. It is up 142% in 2025. It's also the name Bernstein says they are mos ...