The first half of 2026 is offi

The first half of 2026 is officially in the books. Here are the top S&P 500 performers so far this year.

$SanDisk Corp.(SNDK)$ +857% – explosive re-rating as the memory cycle repricing accelerated.

$Micron Technology(MU)$ +303% – sustained upside driven by pricing power and cycle recovery.

$Intel(INTC)$ +278% – legacy chip narrative re-rated on AI spillover demand.

$Western Digital(WDC)$ +271% – storage demand and supply discipline led to a revaluation.

$Seagate Technology PLC(STX)$ +250% – enterprise storage benefiting from the same structural wave.

What matters now isn't just the returns, but how tightly capital rotated into one theme: AI infrastructure bottlenecks and memory supply constraints.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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