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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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O que extraímos desta fonte

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  • 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
  • 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
  • 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
  • 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
  • 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
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AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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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.
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Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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