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2 AI Stocks That Survived the March Sell-Off -- and Look Stronger Because of It

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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 AI infrastructure market looks poised to begin its next megatrend
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
The AI infrastructure market looks poised to begin its next megatrend
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
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
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
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