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2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It

View original at fool.com
Motley Fool - Stock Analysis Title: 2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It Date: 2026-04-04 15:30 Source: https://www.fool.com/investing/2026/04/04/2-ai-stocks-that-survived-the-march-sell-off-and/?source=iedfolrf0000001 <p>The March sell-off hit even the hottest areas of techno…
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What we drew from this source

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  • The AI infrastructure market looks poised to begin its next megatrend

    60% confidence
  • Not every tech stock was down in March 2026, with Arm Holdings and AMD standing out as surviving the sell-off and coming out looking even stronger

    60% confidence
  • The emergence of agentic AI is about to flip the AI data center on its head

    60% confidence
  • Arm Holdings and AMD are the best positioned companies to take advantage of the next AI infrastructure megatrend

    60% confidence
  • GPUs have been the dominant chips used to train large language models and run AI inference

    60% confidence
  • Arm Holdings and AMD came out of the March sell-off looking even stronger

    60% confidence
  • Arm Holdings and AMD stocks both rose in March 2026 during the sell-off

    60% confidence
  • The AI infrastructure market looks poised to begin its next megatrend

    60% confidence
  • Not every tech stock was down in March 2026

    60% confidence
  • Arm Holdings and AMD are the best positioned companies to take advantage of the next AI megatrend

    60% confidence
  • GPUs have been the dominant chips used to train large language models and run AI inference

    60% confidence
  • The emergence of agentic AI is about to flip the AI data center on its head

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
We flag conflicts openly ›
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