Sandisk Is the Best-Performing S&P 500 Stock During the First Half of 2026. Here's What Stock I Think Will Dominate the Second Half (Hint: It's Not SpaceX)

Sandisk has surged ~800% in the first half of 2026 due to a critical memory chip shortage driven by AI data center buildout. While Sandisk could continue its momentum, analyst Keithen Drury predicts Nvidia could be the dominant performer in the second half of 2026, potentially doubling in value as investors price in continued AI spending beyond 2026. Nvidia currently trades at 21.5x forward earnings, historically ending years at 40x or higher.