By James Brumley
Publication Date: 2026-02-15 17:00:00
Key Points
Worries about excessive spending on AI stocks have upended several key stocks within the industry.
This concern doesn’t apply to every name in the business.
One company has already established a nice revenue flow for the next several years, regardless of what happens to the AI industry.
- 10 stocks we like better than Arm Holdings ›
It’s been a tough past few months for owners of artificial intelligence (AI) stocks. Microsoft, for instance, is down more than 20% from its October peak. These steep sell-offs are part of a bigger philosophical indictment of the amount of money that big technology companies are spending on AI, and how little of a return many of them are seeing yet.
Not every one of these AI names deserves the pullback they’ve recently experienced, though. One name in particular is likely to bounce back faster than Microsoft shares — or any other recently weak tickers — once more investors realize this. That name is Arm Holdings (NASDAQ:…
