These Red Hot Tech Stocks Sport Bullish Growth Outlooks

Zacks highlights SanDisk and Western Digital as beneficiaries of AI-driven storage demand, citing large upward earnings and sales revisions and strong YTD rallies. SanDisk is up ~280% YTD with consensus Q1 sales of $4.6B (170% YoY) and EPS estimate of $13.92 versus a loss a year ago; Western Digital is up ~120% YTD with a Q1 EPS estimate of $2.39 and consensus sales growth around 40% YoY. Both firms are due to report around April 30. The piece frames these beats and revisions as part of a broadly positive Q1 earnings backdrop and suggests that outsized results from AI-related storage names are supporting bullish sentiment in the tech sector, which could lift related indices and tech-heavy ETFs.