Zacks Investment Ideas highlights Micron, Alphabet, and SanDisk as three red-hot tech stocks climbing in 2026, driven by AI infrastructure demand.

SanDisk holds a Zacks Rank #1 (Strong Buy) rating, with Zacks Consensus Sales estimate of $16.5 billion for its current fiscal year reflecting a 120% climb from the year-ago period; earnings growth is forecasted to grow 1500% in its current fiscal year and an additional 170% in FY27.

Micron, a world leader in memory and storage solutions for the DRAM market, also maintains a Zacks Rank #1 (Strong Buy) and has held this ranking since roughly the beginning of September 2025; Zacks Consensus estimates suggest 200% YoY sales growth on 600% higher earnings in its current fiscal year.

Alphabet's Google Cloud revenue totaled $20.0 billion, reflecting a rock-solid 62.7% YoY growth rate and crushing consensus estimates; the company posted a strong double-beat relative to consensus estimates, crushing EPS estimate by more than 90% and posting a 2.7% sales surprise.