Hard-Drive Makers Are the Real AI Winners. Expect More Gains, Citi Says.

2025-12-02 14:39

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TechnologyStreet NotesHard-Drive Makers Are the Real AI Winners. Expect More Gains, Citi Says.By Nate WolfShareResizeReprintsIn this articleSTXWDCSPXSNDKPSTGForget chips and energy. The best artificia...

Technology
Street Notes

Hard-Drive Makers Are the Real AI Winners. Expect More Gains, Citi Says.By Nate Wolf

ShareResizeReprintsIn this articleSTXWDCSPXSNDKPSTG

Forget chips and energy. The best artificial-intelligence stocks this year have been the hard-drive duopoly Seagate Technology and Western Digital, and their run isn’t stopping soon, Citi says.