{"id":713747,"date":"2026-06-04T04:20:12","date_gmt":"2026-06-04T04:20:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/713747\/"},"modified":"2026-06-04T04:20:12","modified_gmt":"2026-06-04T04:20:12","slug":"2-ai-stocks-id-buy-and-hold-for-the-next-decade-even-after-this-years-big-run","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/713747\/","title":{"rendered":"2 AI Stocks I’d Buy and Hold for the Next Decade — Even After This Year’s Big Run"},"content":{"rendered":"\n

Two of the biggest names in artificial intelligence (AI)<\/a> have climbed sharply this year, which raises a fair question for long-term investors: Is it too late to buy? Amazon (NASDAQ: AMZN) is up about 8% year to date as of this writing, while Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) is up roughly 13% and has more than doubled over the past year.<\/p>\n

But the AI infrastructure build-out arguably still looks early, and both companies run the kind of cash-generating machines that can fund it for years. Even more, they’re the type of formidable, diverse businesses likely to not just survive but thrive during a period of significant technological change like the one we’re in today.<\/p>\n

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Here’s a closer look at why I’d buy and hold each for the next decade.<\/p>\n

\"Computer Image source: Getty Images. Amazon: a cloud business that keeps accelerating <\/p>\n

The heart of the case for Amazon is Amazon Web Services (AWS), its cloud computing<\/a> business, and its most profitable operation. AWS revenue rose 28% year over year in the first quarter of 2026 to $37.6 billion — its fastest growth in more than three years and an acceleration from 24% in the fourth quarter of 2025 and 20% in the third quarter. For a segment already at a $150 billion annual revenue run rate, this acceleration is particularly impressive.<\/p>\n

“It’s very unusual for a business to grow this fast on a base this large,” said Amazon CEO Andy Jassy in the company’s first-quarter earnings call.<\/p>\n

The growth comes alongside a custom-chip effort aimed at lowering the cost of AI computing.<\/p>\n

Amazon’s chips business — inclusive of Graviton, Trainium, and Nitro — has exceeded a $20 billion annual revenue run rate and is growing at a triple-digit rate. Additionally, Amazon’s advertising, a high-margin business, grew 24% to more than $17 billion in the quarter.<\/p>\n

The cash from these businesses funds an enormous build-out. Amazon has guided to about $200 billion in capital expenditures in 2026. And first-quarter capital spending alone reached $44 billion.<\/p>\n

With this said, the company’s trailing-12-month free cash flow has dwindled to around $1 billion. The risk, therefore, is that spending stays high longer than it takes the payoff to show up in margins.<\/p>\n

Trading at around 30 times earnings as of this writing, the stock isn’t cheap. But the underlying business is looking exceptionally good.<\/p>\n

Story Continues <\/p>\n

Alphabet: even faster cloud growth and a resilient core <\/p>\n

Alphabet’s growth story is arguably even more exciting.<\/p>\n

Its Google Cloud segment grew 63% year over year in the first quarter to $20 billion, accelerating from 48% in the fourth quarter of 2025 and 34% in the third, making it the fastest-growing of the major cloud platforms. Additionally, Google Cloud backlog, or contracted revenue not yet recognized, nearly doubled from the prior quarter to more than $460 billion. Yes, that’s nearly half a trillion dollars.<\/p>\n

“Our enterprise AI solutions have become our primary growth driver for Cloud for the first time,” said Alphabet CEO Sundar Pichai in the company’s first-quarter earnings call. And Pichai added that “revenue from products built on our gen AI models grew nearly 800% year over year.”<\/p>\n

And the core business that is helping fund Alphabet’s build-out to capitalize on this massive backlog is also seeing strong momentum.<\/p>\n

Revenue from Alphabet’s “Google search and other” segment rose 19% year over year, stifling worries that AI chatbots would chip away at search.<\/p>\n

Highlighting the company’s overall momentum, Alphabet’s total revenue grew 22% to $109.9 billion.<\/p>\n

Like Amazon, Alphabet is spending aggressively, too.<\/p>\n

The company raised its 2026 capital expenditures guidance to a range of $180 billion to $190 billion, and chief financial officer Anat Ashkenazi said 2027 spending would rise significantly from there. To help fund it, Alphabet recently announced plans to raise more than $80 billion through an equity offering.<\/p>\n

The stock trades at about 27 times earnings as of this writing. So, like Amazon, shares aren’t expensive, but they’re not cheap either.<\/p>\n

Why I’d hold both for a decade <\/p>\n

Both Amazon and Alphabet are pouring capital into AI at a scale that is squeezing near-term free cash flow, and either could disappoint if that spending outruns the returns. Additionally, regulatory scrutiny hangs over both companies — and it may only intensify as these businesses grow.<\/p>\n

But these are two of the sturdiest businesses in technology, with dominant core franchises and cloud units that are still accelerating years into the AI era. If the infrastructure build-out has another decade to run — and these spending plans suggest both companies are betting it does — each looks positioned to compound through it. Buying and holding both for the long haul, while keeping any single position sized sensibly given the risks, seems like a decent idea — even after these stocks’ strong run-ups.<\/p>\n

Should you buy stock in Alphabet right now? <\/p>\n

Before you buy stock in Alphabet, consider this:<\/p>\n

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*Stock Advisor returns as of June 3, 2026. <\/p>\n

Daniel Sparks<\/a> and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool has a disclosure policy<\/a>.<\/p>\n

2 AI Stocks I’d Buy and Hold for the Next Decade — Even After This Year’s Big Run<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Two of the biggest names in artificial intelligence (AI) have climbed sharply this year, which raises a fair…\n","protected":false},"author":2,"featured_media":713748,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,245,971,4987,276,277,6095,49,48,61],"class_list":["post-713747","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-alphabet","tag-amazon","tag-amazon-web-services","tag-artificial-intelligence","tag-artificialintelligence","tag-businesses","tag-ca","tag-canada","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/713747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=713747"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/713747\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/713748"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=713747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=713747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=713747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}