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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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  • 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

  • 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

  • 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

  • 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

  • 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

  • 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
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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
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.
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 | Finance Via News