2 AI Stocks to Buy in January and Hold for 20 Years

4 days ago 6

John Ballard, The Motley Fool

Sun, January 4, 2026 astatine 12:05 PM CST 5 min read

  • Nvidia's tremendous fiscal resources should alteration it to nutrient further innovative solutions for AI for galore years.

  • Alphabet's investments successful information centers and AI chips should proceed to wage disconnected for investors.

  • 10 stocks we similar amended than Alphabet ›

Like the net was 30 years ago, artificial quality (AI) is the adjacent large technological displacement that volition reshape the economy. That besides makes it a generational accidental for investors to accrue wealthiness by buying and patiently holding the close maturation stocks. Research from Morgan Stanley projects that AI could present operating efficiencies worthy arsenic overmuch arsenic $40 trillion to the planetary system implicit the agelong term.

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Investors don't request to gamble connected unproven companies and excessively risky stocks for the accidental to nett from this trend. Simply sticking with starring tech stocks could assistance you execute market-beating returns. After all, it's the world's largest and astir profitable companies that are doing overmuch of the enactment progressive successful enabling the wider adoption of AI. To presumption your portfolio to nett from this opportunity, I suggest adding shares of these 2 tech titans that volition apt inactive beryllium starring their respective industries 20 years from now.

Nvidia headquarters

Image source: Nvidia.

For those seeking to nett from the AI inclination implicit the past fewer years, Nvidia (NASDAQ: NVDA) has been 1 of the champion stocks to own, and the company's innovation and fiscal fortitude should support it successful the driver's seat. Its high-end graphics processing units (GPUs) are utilized by each the starring unreality infrastructure providers, and those information halfway GPUs are sold retired for the foreseeable future.

Nvidia's information halfway gross surged by 66% twelvemonth implicit twelvemonth past 4th to $51 billion. This high-growth trajectory reflects a semipermanent modulation from accepted computing that relies much connected cardinal processing units (CPUs) to accelerated computing that demands monolithic quantities of parallel processors specified arsenic GPUs.

The bully quality for investors buying Nvidia banal contiguous is that this modulation volition unfold implicit galore years. Capital spending connected AI infrastructure is expected to turn from $600 cardinal successful 2026 to astatine slightest $3 trillion by 2030. This monolithic buildout portends important maturation for Nvidia.

Nvidia volition person to proceed innovating to support its pb implicit different semiconductor companies that are designing chips to grip AI workloads. However, successful caller years, it has accelerated its gait of innovation, moving to a cadence of introducing caller and amended GPU architectures annually. That continually pushes its chips' show to caller levels, and volition marque it hard for competitors to support up. It is already preparing to motorboat its Vera Rubin chips successful 2026 -- those volition present important show improvements implicit its existent Blackwell generation.


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