2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
This article is a bullish long-term opinion piece arguing that AI adoption will create major economic value and that two profitable software names are positioned to benefit over the next decade: Palantir and Microsoft. It highlights Palantir’s improving growth profile, with Q2 revenue up 27% year over year and U.S. government revenue up 24%, alongside expanding free cash flow margins. It also emphasizes Microsoft’s AI monetization through Copilot, Copilot+ PCs, and Azure, noting 13% growth in Office 365 commercial revenue and 29% growth in Azure/other cloud services, with AI contributing 8 percentage points. The piece frames both companies as relatively safe AI bets because of scale, profitability, and existing customer bases, implying a positive long-term market outlook for AI software leaders.