Which stocks will win from the huge US$3.5 trillion spend on AI?
Автор: Moomoo Australia & New Zealand
Загружено: 2026-02-12
Просмотров: 1343
Описание:
US markets dipped overnight with investors concerned rates may not be coming down as soon as hoped. They're also cautious about massive spending plans for AI. But that huge spend will benefit stocks 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.
00:00 Market wrap 📰
04:25 Focus on beneficiaries from AI spend🔎
Today's watchlist ⬇️
11:36 Sandisk keeps rising: https://www.moomoo.com/stock/SNDK-US
14:14 Applovin gets no love: https://www.moomoo.com/stock/APP-US
17:29 ANZ's overhaul pays off: https://www.moomoo.com/stock/ANZ-AU
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