Western Digital
The Great Storage Supercycle: Data Storage Stocks Explode as AI Hardware Rotation Hits Fever Pitch
NEW YORK — On April 1, 2026, the financial markets witnessed a historic shift as investors aggressively pivoted away from software-as-a-service (SaaS) and back into the physical backbone of the digital economy: hardware and memory. In a trading session that analysts are calling the "Infrastructure Renaissance," data storage stocks