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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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  • 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, with Arm Holdings and AMD standing out as surviving the sell-off and coming out looking even stronger

    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

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

    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 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 are the best positioned companies to take advantage of the next AI megatrend

    60% confidence
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Ce que nous observons
Q4 2026 Biotech Catalyst Cluster: Late-Stage Data and PDUFA Dates Converge
Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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Signaux que nous suivons
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Tendances que nous surveillons ›
Là où les sources divergent
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It: Source | Via News | fr.via.news