In 2026, stocks related to AI infrastructure have significantly surged, notably SanDisk (SNDK), Micron (MU), and Vertiv (VRT), all reporting robust financial performances driven by increased demand primarily from AI applications. SanDisk’s stock is up 150%, with a projected sales estimate of $18.6 billion for FY26 and earnings growth expected to reach nearly 2100%. Micron anticipates a 200% YoY sales increase and a staggering 610% growth in earnings within the same fiscal period.
Vertiv has also benefited, with current estimates indicating a 35% YoY sales growth and a 53% increase in earnings for FY26. The momentum for these companies is largely attributed to the growing need for memory and storage solutions within AI data centers, which has created a fervent investment climate.
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