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

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

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
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
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
We flag conflicts openly ›
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2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It — Source | Via News | Via News