Key Takeaways:
- Artificial intelligence (AI) has become a mainstream technology, transforming the way companies conduct their business and attracting new investor interest.
- Taiwan Semiconductor Manufacturing, CrowdStrike, and Microsoft are three AI stocks that are good long-term buys.
- These companies have a strong case for being staples in their respective industries, with a high potential for growth and stability.
- Investing in these companies can provide a balanced portfolio, with a mix of established tech giants and innovative players in the AI industry.
Introduction to AI and its Impact
Although artificial intelligence (AI) has been around for decades, it didn’t hit the mainstream until the past couple of years. Since then, it has become a regular part of many people’s lives and transformed the way many companies conduct their business. As the article states, "AI has also attracted new investor interest, with many individuals putting money into AI stocks, hoping to profit from the newfound tech gold rush." However, it’s essential to note that not all AI companies will succeed, and some will inevitably fizzle out. Therefore, it’s crucial to invest in companies that have a strong foundation and a high potential for long-term growth.
Taiwan Semiconductor Manufacturing: A Crucial Player in the AI Industry
Taiwan Semiconductor Manufacturing (TSMC) is not a traditional AI company, but it plays a vital role in the industry. As the article notes, "TSMC is the world’s largest semiconductor foundry, responsible for actually producing many of the chips that power today’s electronics." The company is responsible for manufacturing over 90% of the world’s advanced chips used in data centers, which power the supercomputers needed to train AI models. TSMC’s capabilities are far beyond those of its closest competitors, and its role in the AI industry is crucial. As the article states, "without TSMC producing them, the supply and quality of these chips would likely decline." With a market cap of $1.7 trillion and a dividend yield of 0.94%, TSMC is an attractive investment opportunity.
CrowdStrike: A Pioneer in AI-Driven Cybersecurity
CrowdStrike Holdings is a cybersecurity company that has been at the forefront of AI innovation. The company uses AI to detect and stop attacks in real-time, without much human intervention. As the article notes, "Being one of the first movers in its field has given CrowdStrike a data advantage that it uses to make its AI models more effective and harder for hackers to get around." CrowdStrike’s customers are increasingly relying on the company for protection, with nearly half of its customers using at least six of its modules. The company’s total addressable market is expected to grow from $140 billion in 2026 to $300 billion by 2030, making it an attractive investment opportunity. As the article states, "whether it hits that mark remains to be seen, but even past 2030, CrowdStrike has all the tools to be a long-term staple in the cybersecurity world."
Microsoft: A Tech Giant with a Strong AI Foundation
Microsoft is a well-established tech company that has grown to operate in many categories, including productivity software, hardware, cloud computing, gaming, and more. The company’s business is built in a way that AI can only be an asset, and it’s not reliant on it for success. As the article notes, "Management has direct access to millions of businesses and consumers via its software, operating system, and Azure cloud platform." This allows Microsoft to integrate AI into its tools, increasing their appeal and strengthening the company’s pricing power. With a market cap of $3.4 trillion and a dividend yield of 0.74%, Microsoft is a stable and attractive investment opportunity. As the article states, "it’s a stock you can load up on and sleep well at night without worrying about how volatile the AI industry may be in the coming years."
Conclusion and Investment Strategy
In conclusion, Taiwan Semiconductor Manufacturing, CrowdStrike, and Microsoft are three AI stocks that are good long-term buys. These companies have a strong foundation, a high potential for growth, and a stable presence in their respective industries. By investing in these companies, investors can create a balanced portfolio that is well-positioned to benefit from the growth of the AI industry. As the article notes, "if you have $3,000 to invest, consider splitting it among these AI stocks that are good long-term buys." By doing so, investors can reap the benefits of the AI revolution while minimizing the risks associated with investing in this rapidly evolving industry.
https://www.fool.com/investing/2026/01/15/got-3000-3-artificial-intelligence-ai-stocks-to-bu/