Despite Bubble Fears, 93% of AI Investors Say They're Bullish on Long-Term Returns. Here Are 2 Stocks to Hold for a Decade or More.

• A survey by The Motley Fool recovered investors are assured that artificial quality companies volition present beardown returns implicit the agelong haul.

• Nvidia and Alphabet are positioned to payment from AI for years to come.

• The AI marketplace is already boosting their revenues, and some are increasing caller AI-powered businesses.

• 10 stocks we similar amended than Nvidia ›

The accelerated emergence of the artificial quality (AI) assemblage implicit the past fewer years has spurred concerns of an AI bubble. Could the manufacture beryllium connected people toward the benignant of clang that ended the dot-com bubble adjacent the commencement of the 21st century?

That's not a large interest for 93% of investors who ain AI stocks and AI ETFs, according to a survey conducted for The Motley Fool's 2026 AI Investor Outlook Report. These investors are assured that artificial quality companies volition present beardown returns implicit the agelong haul, and spot the industry's maturation arsenic a secular trend.

Two businesses poised for further semipermanent gains acknowledgment to AI are Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG). Both are susceptible of thriving implicit the adjacent decennary arsenic this transformative exertion reshapes industries.

Nvidia CEO Jensen Huang shares a affirmative position connected AI. "There's been a batch of speech astir an AI bubble," helium said during the company's astir caller net call. "From our vantage point, we spot thing precise different."

He went connected to explicate that unreality computing systems and information centers built chiefly astir CPUs alternatively than GPUs and different accelerators are not equipped to grip AI, requiring upgrades successful tech infrastructure. This is driving much request for Nvidia's products. For example, successful its fiscal 2026 3rd quarter, which ended Oct. 26, the company's revenues roseate 62% twelvemonth implicit twelvemonth to a grounds $57 billion.

In addition, artificial quality is ushering successful caller technologies, specified arsenic agentic AI and autonomous vehicles. These emerging fields, according to Huang, "will beryllium revolutionary, giving emergence to caller applications, companies, products, and services."

Nvidia is positioning itself to instrumentality vantage of these trends for years to come. For instance, it has developed specialized tech for self-driving cars, and is partnering with ride-hailing institution Uber successful its efforts to motorboat a fleet of autonomous vehicles by 2027.

While Nvidia is simply a person successful semiconductor chips, providing the computational powerfulness utilized to enactment AI systems, Google genitor Alphabet is delivering artificial quality to the masses.