Memory chips spark 2026 sales surge among top tech stocks

MarketWatch identifies 20 of 82 large-cap tech names with the fastest projected 2026 sales growth, led by Sandisk (SNDK) at about 131% and Micron (MU) at 65.5%; Palantir (PLTR), Nvidia (NVDA), Broadcom (AVGO) and others follow, with Palantir guiding to roughly 61% revenue growth in 2026 per its earnings, and Wedbush calling Palantir a top tech pick. The trend skews toward hardware and AI-related winners as Google and Amazon lift capex for chipmakers, while several names trade at lower forward P/Es than the IT sector despite higher earnings forecasts. Overall, the 2026 sales growth for these names far surpasses the S&P 500 information-technology sector’s expected ~17% sales growth for the year.