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Which stocks will win from the huge US$3.5 trillion spend on AI?
US markets dipped overnight with investors concerned rates may not be coming down as soon as hoped in the US. They're also cautious about massive spending plans on AI. But that huge spend will benefit some stocks, by a lot, across the whole AI supply chain. At very top of that list may be the memory, data storage sector, despite its phenomenal run in 2025, it may not be done at all.
Watchlist: SanDisk, Applovin, ANZ Bank
Check out these stocks at www.moomoo.com/quote
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By Moomoo Australia & New ZealandUS markets dipped overnight with investors concerned rates may not be coming down as soon as hoped in the US. They're also cautious about massive spending plans on AI. But that huge spend will benefit some stocks, by a lot, across the whole AI supply chain. At very top of that list may be the memory, data storage sector, despite its phenomenal run in 2025, it may not be done at all.
Watchlist: SanDisk, Applovin, ANZ Bank
Check out these stocks at www.moomoo.com/quote