3 Ai Stocks Worth Holding Until You Retire
One trend benefiting Palantir is the falling cost of using AI. As Chief Technology Officer Shyam Sankar said on the first-quarter earnings call, “As inference gets cheaper, the number of tasks that you can economically assign to AI grows exponentially.” Management raised its full-year revenue guidance at the time of the Q1 report, driven by “confidence in an accelerating U.S. market.”
A significant amount of expected growth is already priced into the stock, given its lofty price-to-sales multiple, but Palantir’s long-term opportunity is massive. The company sees itself becoming an operating system for entire industries as more companies adopt AIP. It has partnerships with businesses across a host of industries, including airlines, space, shipbuilding, insurance, healthcare, telecom, and automotive.
If the company’s top-line growth were to slow materially over the next few years, the stock would undoubtedly take a hit. But if AIP adoption continues to grow rapidly, this stock could be an excellent long-term compounder.
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NASDAQ: PLTR
Palantir Technologies
Today’s Change
(-2.99%) $-4.09
Current Price
$132.51
Key Data Points
Market Cap
$318B
Day’s Range
$131.63 – $135.73
52wk Range
$118.93 – $207.52
Volume
251.4K
Avg Vol
46M
Gross Margin
84.07%
CrowdStrike Holdings
As AI spreads throughout the economy, cybersecurity threats grow more sophisticated, and stopping them becomes a bigger challenge. That should drive more spending on cybersecurity. CrowdStrike has been a leader in that market for years and has consistently delivered high revenue growth and profitability.
The company offers a cloud-based platform that protects companies across employee devices and cloud computing environments. Annual recurring revenue hit a record $5.2 billion in fiscal 2026, up 24% year over year. It also generated $1.2 billion in free cash flow.
In December, CrowdStrike announced the launch of Falcon AI Detection and Response, which should drive greater adoption of its solutions. During the company’s fourth-quarter earnings call, CEO George Kurtz said, “AI is driving elevated demand for the Falcon platform and is a key accelerant for our business.”
Cybersecurity is a competitive industry, and investors will want to watch for any vulnerabilities in CrowdStrike’s offering that might dent confidence in its ability to protect enterprise data. Any high-profile incident could send the stock lower.
Still, this is a rapidly growing industry, and CrowdStrike is one of the best stocks to consider within it. It offers balanced revenue and free-cash-flow growth. The company expects annual recurring revenue to grow roughly fourfold to $20 billion over the next 10 years. This is the look of a market-beating investment.
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NASDAQ: CRWD
CrowdStrike
Today’s Change
(-3.90%) $-26.19
Current Price
$645.36
Key Data Points
Market Cap
$164B
Day’s Range
$633.09 – $660.66
52wk Range
$342.72 – $677.50
Volume
2.9K
Avg Vol
3.6M
Gross Margin
74.53%
Alphabet
Google parent Alphabet has built a substantial competitive moat through its custom chips, models, and cloud platforms — the essential infrastructure of AI. This significantly raises the odds that the company will be able to maintain a long-term growth trajectory as it becomes one of the leading suppliers of the most powerful technology ever invented.
What makes this narrative particularly attractive to investors is that Alphabet already has 2 billion users across its services, and it can leverage its Gemini AI models to drive higher revenue from advertising and subscription services (e.g., Google One). It generates most of its revenue from advertising, but it also posted a 19% year-over-year increase in subscription revenues last quarter, along with a 63% increase in cloud revenue.
Google has a strong ecosystem of services to monetize AI across consumer and enterprise cloud services. AI has supercharged the company’s growth, with total revenue up 22% year over year to $110 billion last quarter. Its $174 billion in trailing cash from operations is funding additional infrastructure investment, which should keep the growth flywheel spinning.
Beyond its core businesses, Google continues to invest in moonshot opportunities robotaxis (through its Waymo subsidiary) and its quantum computing chip, Willow. These could add additional upside that is not yet priced into the stock.
Another U.S. recession would ly hurt Google’s advertising revenue and send the stock down, as it did in 2022. But over time, investors should expect Alphabet to benefit from long-term growth in digital advertising and cloud services enhanced by its AI models.
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About the Author
John Ballard has been a contributing writer at The Motley Fool since 2016, covering consumer goods and technology stocks. He holds a bachelor’s degree in business administration with a focus in real estate finance from the University of Arkansas at Little Rock.
Stocks Mentioned
Palantir Technologies
NASDAQ: PLTR
$132.59
(-2.94%)-$4.01
Motley Fool Stock Advisor’s Latest Pick
—% Avg Return
Alphabet
NASDAQ: GOOGL
$389.00
(+0.03%)+$0.12
Alphabet
NASDAQ: GOOG
$384.93
(+0.02%)+$0.09
CrowdStrike
NASDAQ: CRWD
$645.50
(-3.88%)-$26.05
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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