S&P 500 Hardware Mutiny: Why Storage Stocks Are Eating Software’s AI Premium
S&P 500 rotation favors memory and disk makers as hyperscalers fund AI storage buildouts; software multiples wobble while HBM and nearline HDD pricing firms.
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S&P 500 rotation favors memory and disk makers as hyperscalers fund AI storage buildouts; software multiples wobble while HBM and nearline HDD pricing firms.