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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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  • 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 AI infrastructure market looks poised to begin its next 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
  • 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
  • The emergence of agentic AI is about to flip the AI data center on its head

    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
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Sinais que acompanhamos
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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Onde as fontes divergem
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It — Source | Via News | pt.VIA.NEWS