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Source document· April 25, 2026

The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit.

View original at finance.yahoo.com
The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit. The so-called "Great Rotation" out of tech and artificial intelligence (AI) stocks appears to have been short-lived…
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  • Broadcom projected it would sell $100 billion in AI chips alone in fiscal year 2027

    60% confidence

  • Broadcom is a leader in data center networking with its Tomahawk Ethernet solution and is seeing robust growth in that segment

    60% confidence

  • AMD is the leader in the data center CPU market

    60% confidence

  • AMD's chiplet design packs more memory into its chips, differentiating it in the inference GPU market

    60% confidence

  • Growth is still the place to be in equities, and right now the biggest growth is coming from AI

    60% confidence

  • Hyperscalers are increasingly turning to Broadcom as they look to become less reliant on Nvidia

    60% confidence

  • The Great Rotation out of tech and AI stocks appears to have been short-lived

    60% confidence

  • As agentic AI rises, the CPU-to-GPU ratio in AI data centers is about to get much tighter

    60% confidence

  • Broadcom's projected $100 billion in AI chip revenue for FY2027 is approximately 5 times the total AI revenue it produced in the prior year

    60% confidence

  • The next phase of AI will be more about inference and AI agents rather than model training

    60% confidence

  • AMD's data center CPU business is set to deliver new CPUs designed specifically for agentic AI

    60% confidence

Data points we hold from this source

Anthropic · backlog21 USD
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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The "Great Rotation" Out of Tech Is Fading. Here Are the Best Artificial Intelligence (AI) Growth Stocks Poised to Benefit. — Source | Via News | Finance Via News