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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

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

    60% confidence

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

    60% confidence

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

    60% confidence

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

    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

  • 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

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

    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

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
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
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
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 | ViaNews Market