AI hardware dominated this week’s top-performing US mega caps.

💾 Sandisk +17% $SNDK
🖥️ Dell +15% $DELL
🚜 Deere +10% $DE
⚙️ Vertiv +9% $VRT
💾 Micron +9% $MU

Dell’s Q2 revenue jumped 58% to $47 billion. Its record $95 billion AI backlog and increased FY2027 revenue guidance, from $167 billion to $192 billion, lifted optimism across the AI hardware and storage sector.

Sandisk delivered the best weekly return. $SNDK gained 17% as Dell’s results reinforced expectations for sustained AI-related storage demand. Bastion ranks Sandisk among the top 6% of stocks for its combination of attractive valuation and strong price momentum.