6 AI hardware stocks to own for the remainder of the year, according to an analyst

An Evercore ISI analyst argues that several AI hardware names can keep outperforming in the second half of 2026, driven by continued capital spending on AI infrastructure. The note highlights storage makers Seagate and Western Digital as beneficiaries of tight storage supply, rising pricing power, and strong demand from hyperscalers and cloud providers. It also favors networking and connectivity names Amphenol, Arista Networks, and Cisco, citing AI demand, product strength, customer diversification, and Cisco’s AI revenue and Silicon One opportunity. For Apple, the analyst sees upside from the iPhone 18 Pro cycle, a potential foldable launch, and monetization from Apple Intelligence and Siri upgrades. Overall, the article is bullish on AI-related hardware and suggests the rally in these stocks may have more room to run.