Seagate Technology Holdings (STX) is identified as the second AI memory stock to buy, representing an equally important, often overlooked, side of the AI storage story.
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Dan Ives: "Trillions Will Be Spent In This AI Arms Race" (2 AI Memory Stocks to Buy Now)
Jun 17, 2026
Dan Ives discusses the massive spending expected in the AI arms race, highlighting the competition between the US and China. He touches on the complexities of AI regulation, particularly concerning Anthropic and its model Claude, and its implications for European businesses. The creator plans to dive into two AI memory stocks to buy.
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Tickers discussed in this post
SanDisk is presented as a compelling investment for exposure to the storage side of the AI revolution due to its strategic importance in data infrastructure and improving fundamentals.
SanDisk (SNDK) is recommended as a top AI memory stock due to its crucial role in storing the vast amounts of data required by AI models.
Nvidia is mentioned as a key player in the AI and robotics revolution, indicating its role in the broader technological advancement.