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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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  • 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

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

    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

  • 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

  • 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

  • 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
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Ce que nous observons
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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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
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Là où les sources divergent
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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