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

    60% confidence

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

    60% confidence

  • Broadcom projected it would sell $100 billion in AI chips alone in fiscal year 2027

    60% confidence

  • AMD is the leader in the data center CPU market

    60% confidence

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

    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

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

    60% confidence

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

    60% confidence

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

    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

Data points we hold from this source

Anthropic · backlog21 USD
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Lo que estamos viendo
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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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
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Donde las fuentes discrepan
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.
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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 | es.VIA.NEWS