long-term investment

37 articles
The Motley FoolThe Motley Fool··Brett Schafer

Amazon at Crossroads: $200B AI Bet Tests Investor Patience as AWS Soars

Amazon invests $200B in AI infrastructure, faces near-term cash flow challenges, but AWS's 24% growth and long-term potential signal generational opportunity for patient investors.
AMZNdata centersvaluation
The Motley FoolThe Motley Fool··Courtney Carlsen

Uranium's Nuclear Moment: Why Cameco Could Be the Energy Stock of the Decade

Cameco positioned as key uranium supplier amid U.S. nuclear expansion plans, with 39% projected annual EPS growth through 2028 despite recent valuation concerns.
CCJBEPBEPHBEPIBEPJ+1nuclear energydata centers
The Motley FoolThe Motley Fool··Matt Dilallo

Three Renewable Energy Giants Positioned for Decades of Growth

Top renewable energy stocks $BEP, $CWEN, and $NEE offer 7-10% earnings growth and rising dividends through long-term power contracts and AI data center demand.
GOOGGOOGLNEENEEpNNEEpS+6earnings growthdividend stocks
The Motley FoolThe Motley Fool··Adria Cimino

Beyond CoreWeave Hype: Why Alphabet May Be the Smarter AI Infrastructure Play

CoreWeave doubled since IPO on AI demand, but Alphabet's diversified cloud and advertising businesses offer more stable, long-term growth potential.
NVDAGOOGGOOGLCRWVcloud computingAI infrastructure
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

IBM Stock Pullback Signals Opportunity as Tech Giant Adapts to AI Era

IBM stock pullback amid AI concerns presents buying opportunity for investors. Century-long adaptation track record and quantum computing investments suggest strong positioning ahead.
IBMquantum computingartificial intelligence
The Motley FoolThe Motley Fool··Neil Patel

Alphabet vs. Meta: Which AI Giant Offers Better Value for Long-Term Investors?

Alphabet and Meta plan $305B combined AI capex through 2026. Alphabet's diversified model and 750M Gemini users offer more resilience; Meta concentrates on advertising gains. Both trade below 30x forward P/E.
METAGOOGGOOGLcapital expenditurecloud computing
The Motley FoolThe Motley Fool··Chris Neiger

Tech Giants TSMC and Alphabet Offer Superior Returns vs. Crypto, Analysts Say

TSMC and Alphabet present superior long-term investment opportunities versus cryptocurrencies, leveraging semiconductor dominance and AI leadership with measurable earnings growth.
GOOGGOOGLTSMquantum computingAI stocks
The Motley FoolThe Motley Fool··Micah Zimmerman

Three High-Growth Stocks Positioned to Power Million-Dollar Retirement Portfolios

Three growth stocks—Sezzle, LegalZoom, and Braze—offer strong fundamentals and expansion opportunities for long-term retirement investing.
BRZELZSEZLfintechartificial intelligence
The Motley FoolThe Motley Fool··James Hires

NextEra Energy Capitalizes on Nuclear Renaissance With Google Deal, 32-Year Dividend Streak

NextEra Energy leverages nuclear partnerships and 32-year dividend growth to capitalize on global atomic energy resurgence, targeting 8% EPS growth through 2035.
GOOGGOOGLNEENEEpNNEEpS+3nuclear energydividend growth
The Motley FoolThe Motley Fool··Catie Hogan

Rocket Lab vs. Joby Aviation: Which Space Stock Offers Better 10-Year Returns?

Rocket Lab, with $602M projected revenue and $1.85B backlog, offers stronger 10-year investment potential than pre-revenue Joby Aviation, which faces binary FAA certification risk in 2026.
RKLBJOBYJOBY.WSFAA certificationair taxi
The Motley FoolThe Motley Fool··Justin Pope

Meta's AI Transformation: Why This Tech Giant Could Be a Forever Stock

Meta leverages AI across its 3.5B-user advertising platform while investing profits in custom chips and frontier AI models, positioning itself as a generational long-term holding.
METAartificial intelligenceAI monetization
The Motley FoolThe Motley Fool··Keithen Drury

Tech Giants $MSFT, $AMZN, $GOOGL Position for AI Boom With Data Center Expansion

Microsoft, Amazon, and Alphabet position themselves as essential AI infrastructure providers through massive data center expansions, capturing long-term revenue from growing enterprise AI demand.
MSFTAMZNGOOGGOOGLdata centerscloud computing
The Motley FoolThe Motley Fool··Justin Pope

Three AI Powerhouses Positioned for Decades of Growth

Nvidia, Meta, and Alphabet emerge as compelling long-term AI investments, dominating chips, advertising, and diversified AI infrastructure respectively.
NVDAMETAGOOGGOOGLdata centerAI infrastructure
The Motley FoolThe Motley Fool··Justin Pope

Three Semiconductor Giants Poised to Dominate AI-Driven Chip Demand

TSMC, ASML, and Arm Holdings positioned for decade-long growth fueled by AI expansion and advanced chip manufacturing demand.
NVDAMETATSMARMASMLsemiconductor stocksartificial intelligence
The Motley FoolThe Motley Fool··Dominic Basulto

Bitcoin vs. AI: Why Miners Are Hedging Bets as Valuations Diverge

Bitcoin miners diversify into AI computing as crypto underperforms AI stocks, though emerging AI-blockchain integration could reshape long-term valuations.
GSGSpAGSpCGSpDNVDA+2AI stocksBitcoin
The Motley FoolThe Motley Fool··Brett Schafer

Remitly's AI Edge Overlooked: Why Wall Street Mispriced This Fintech Gem

Remitly trades at just $16 with 8x forward P/E despite 26% YoY revenue growth and strategic AI integration, presenting potential millionaire-making opportunity.
RELYstablecoinsartificial intelligence
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Powerhouses to Hold Through 2035: TSMC and Palantir Lead the Race

TSMC and Palantir emerge as two essential AI holdings through 2035, with TSMC's chip-making dominance and Palantir's enterprise software platform both positioned for substantial long-term growth.
TSMPLTRartificial intelligenceAI adoption
The Motley FoolThe Motley Fool··Neil Patel

Dutch Bros Targets Nearly 80% Store Expansion as Growth Stock Gains Traction

Dutch Bros plans 79% store expansion by 2029 with 29.3% annual operating income growth, though valuation remains elevated at 64.1x forward P/E.
BROSSBUXexpansionvaluation
The Motley FoolThe Motley Fool··Stefon Walters

TSMC Stock Soars 107% in a Year: Is It Still a Buy at $1.8T?

TSMC stock surged 107% in one year, driven by 36% projected 2025 revenue growth and 90% market share in advanced AI chips. At 24.7x forward earnings, analysts view it as a reasonable long-term buy despite its $1.8T valuation.
NVDAMSFTAMZNAAPLTSMAI chipsvaluation
The Motley FoolThe Motley Fool··Will Ebiefung

Micron's $200B Bet on AI: Can Memory Chip Dominance Last Until 2030?

Micron doubles revenue and expands margins to 66% on AI demand, betting $200B to expand memory capacity by 2027. Current 11.5x P/E valuation looks attractive, but execution risks loom.
NVDAMUgenerative AIAI data centers