Is arm a good AI stock?

Among AI stocks, however, Arm is “on the list, but near the bottom”, with Nvidia, AMD and Taiwan Semiconductor near the top (Deepwater does not have a position in Arm). Everything in computing is now branded as AI, just as a few years ago everything was cloud, and a few years before that everything was mobile.

How will AI affect arm stock?

The returns from the move to AI will be uneven, too. Some stocks will be lifted by the tide; some will be at the crest of the wave. That does not mean Arm has little growth potential. Patel says the company has a huge amount of room to increase the royalty rates it charges device makers that use its chip designs.

Is arm a paid-up AI story stock?

The second is that Arm is now a fully-paid-up AI story stock. The Financial Times, for example, reported that the results were “boosted by strong demand for artificial intelligence”. The company itself is not doing much to discourage the AI hype.