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2 AI Stocks to Buy in January and Hold for the Next 10 Years
The technology sector continues to stand out as a major growth engine heading into 2026, driven by relentless demand for artificial intelligence (AI) services. Cloud adoption, data center expansion, and AI infrastructure spending are creating long-term opportunities across the tech supply chain.
Here are two AI-focused stocks analysts believe could deliver strong wealth-building returns over the next decade:
Advanced Micro Devices (AMD)
Advanced Micro Devices is emerging as a key beneficiary of the global AI infrastructure boom. The chipmaker has delivered annualized revenue growth of over 20% in the past two years and expects growth to accelerate further as AI investments scale up.
2025 revenue forecast: $34 billion
Long-term revenue growth outlook: ~35% CAGR over the next 3–5 years
Expected earnings growth: ~45% annually
AMD’s data center business remains a major growth driver, with revenue reaching a record $4.3 billion in Q3. The company expects this segment to grow at over 60% annually over the next five years. Its Ryzen CPUs continue to gain market share from Intel, pushing client segment revenue to a record $2.8 billion, up 46% year over year. The gaming segment has also rebounded sharply, generating $1.3 billion last quarter.
Additionally, AMD’s adaptive computing portfolio, including FPGAs, positions it strongly in edge AI and specialized computing, giving it a competitive edge in emerging AI use cases.
Microsoft (MSFT)
Microsoft remains one of the most dominant players in the AI ecosystem, supported by its vast cloud infrastructure and subscription-driven business model. Microsoft Cloud revenue: $46 billion (+26% YoY)
Azure revenue growth: 40% YoY
Expected earnings growth: ~13% annually
The company invested $69 billion in capital expenditures over the past year to strengthen its AI and cloud capabilities, fully funded by operating cash flows. Microsoft 365 now has over 400 million paid subscribers, while its Copilot AI assistant has crossed 100 million monthly active users. AI continues to be a key growth driver for Azure, reinforcing Microsoft’s leadership in enterprise AI adoption. Despite heavy AI investments, Microsoft remains highly profitable, with operating profit rising 24% YoY, outpacing revenue growth.
