Key Takeaways:
- Alphabet, Amazon, and Microsoft are three AI stocks that are likely to remain winners in the next decade
- These companies have demonstrated their ability to adapt to changes and capitalize on significant market opportunities
- Agentic AI, robotaxi market, and quantum computing are some of the opportunities that these companies are well-positioned to take advantage of
- Amazon’s expansion into new markets, such as satellite internet service and personal robots, is a key aspect of its growth potential
- Microsoft’s integration of generative AI throughout its products and services, as well as its investments in quantum computing, make it a strong player in the AI landscape
Introduction to AI Stocks
The artificial intelligence (AI) market is rapidly changing, and some of the current hot stocks may not even exist in 10 years. However, there are some AI stocks that have the potential to remain winners in the long term. As the article notes, "Multiple challenges have arisen for Google’s parent, Alphabet, over the years. Companies have tried to dethrone Google Search with rival search engines. TikTok’s success raised questions about YouTube’s dominance. Regulators have threatened harsh penalties. Some believed that generative AI presented an existential threat to Google Search." Despite these challenges, Alphabet has emerged stronger than ever, with a massive cash stockpile and soaring revenue and profits.
Alphabet’s Resilience
Alphabet’s ability to adapt rapidly to changes and capitalize on significant market opportunities has been the key to its success. As CEO Sundar Pichai noted in the company’s third-quarter update, "every major part of our business" delivered double-digit growth in the quarter. The company is well-positioned to take advantage of opportunities such as agentic AI, the robotaxi market, and quantum computing. Google Cloud is poised to be a big winner in the agentic AI space, while Waymo is leading the way in the robotaxi market. Google’s Quantum AI is also well-positioned to help usher in a new era of technology.
Amazon’s Indispensability
Amazon has made itself indispensable to consumers’ everyday lives, with millions of people shopping online using its e-commerce platform, reading books on its devices, and watching programs on its streaming services. The company’s cloud service provider, Amazon Web Services (AWS), is the world’s largest, with customers including ESPN, Facebook, and Netflix. As the article notes, "I suspect Amazon will be even more firmly entrenched in everyday life 10 years from now." Amazon is likely to be a key beneficiary of the adoption of agentic AI and will continue to grow its e-commerce business. The company’s expansion into new markets, such as satellite internet service and personal robots, is also a key aspect of its growth potential.
Microsoft’s Adaptability
Microsoft was once the technology giant that seemed to be left behind, but that is no longer the case. The company has adapted to change more effectively than IBM did in the 1980s, and its response to the early success of OpenAI’s ChatGPT by integrating generative AI throughout its products and services was a brilliant move. Microsoft is well-positioned to navigate future changes in the AI landscape and will be one of the giants of quantum computing in 10 years. The company’s topological superconductor technology has the potential to enable the scaling of quantum systems more effectively than other approaches.
Conclusion
In conclusion, Alphabet, Amazon, and Microsoft are three AI stocks that have the potential to remain winners in the next decade. These companies have demonstrated their ability to adapt to changes and capitalize on significant market opportunities. As the article notes, "I expect Alphabet to remain resilient over the next 10 years. The keys to the company’s success will, as they have been in the past, be its ability to adapt rapidly to changes and capitalize on significant market opportunities." With their strong positions in the AI landscape and their ability to adapt to change, these companies are likely to continue to thrive in the years to come.
https://www.fool.com/investing/2026/01/07/3-artificial-intelligence-stocks-you-can-buy-and-h/