Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.
Source: https://www.zacks.com/commentary/2882042/3-storage-devices-s…
Will they or won’t they? Stocks have moved higher in the last quarter of 2025 as the Federal Reserve started to cut interest rates.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
It’s helpful to remember that many of today’s top mega-cap companies started as speculative small-cap stocks. But no matter the size of the company, the best stocks are the ones that continue to grow revenue and earnings.
