6 AI hardware stocks to own for the remainder of the year, according to an analyst
MarketWatch·
- Evercore ISI analyst Amit Daryanani identified 6 top hardware and technology stocks to own for the second half of 2026, driven by robust artificial intelligence demand.
- The recommended picks include storage makers Seagate Technology and Western Digital, networking providers Amphenol, Arista Networks and Cisco Systems, and Apple.
- Strong fundamentals, tight storage supply, scaling technology platforms, networking refresh cycles, and upcoming product catalysts are expected to support continued outperformance and growth.
