Category: Markets
Published: 2026-06-30T15:09:40.000Z
The article analyzes Seagate (STX) and Micron (MU) as AI storage stocks, both benefiting from the expanding AI-driven market. Seagate leverages its HDD technology for hyperscale data centers and enterprise storage, while Micron excels in DRAM, NAND, and HBM for AI servers. Despite Seagate's attractive dividends and stable growth, Micron is presented as having higher upside due to more direct exposure and leadership in the rapidly growing HBM market.
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