AI Infrastructure Stocks Surge 166-315% While Software Names Tumble in Market Split
SanDisk stock jumped 315.3% and Western Digital surged 166.1% as investors dump AI software stocks and pile into hardware. Micron Technology posted record Q1 2026 revenues with margin expansion while two firms announced $400 billion in infrastructure spending. The bifurcation separates speculative AI plays from companies building the physical backbone.
ViaNews Editorial Team (Markets)•