6 AI hardware stocks to own for the remainder of the year, according to an analyst

An Evercore ISI analyst has identified six AI hardware stocks to watch for the rest of the year, highlighting storage makers, networking providers, and Apple as key beneficiaries. The call underscores the broadening of the AI investment thesis beyond chip designers to the physical infrastructure that supports AI workloads.

Storage and networking are fundamental to scaling AI data centers, as large language models require massive data throughput and low-latency connections. Apple, meanwhile, represents the edge of AI deployment, with on-device processing expected to drive future demand. For investors, the analyst's view suggests that AI's growth phase is moving into more diverse hardware segments.

What to watch includes company earnings and capital expenditure guidance from major cloud providers, which often signal demand for infrastructure. Product cycles, especially around data center upgrades and edge devices, will also be relevant. As always, individual circumstances and risk tolerance should guide any investment decisions.