Two Tech Giants Worth Buying Today for Long-Term Growth

Building wealth through stock investing doesn’t require taking unnecessary risks or chasing speculative bets. The best stocks to buy today are typically those that dominate their industries while continuing to drive meaningful innovation. Microsoft and Alphabet stand out as compelling candidates for long-term wealth creation, each leveraging artificial intelligence to strengthen their competitive positions and expand their addressable markets.

These companies serve billions of daily users, generating substantial cash flows that fund aggressive investments in AI infrastructure and product development. Their scale, combined with their ability to monetize AI features effectively, makes them particularly attractive for investors with a multi-year investment horizon.

Microsoft’s AI Monetization Strategy

Microsoft has positioned itself at the forefront of the AI revolution, with 900 million users now engaging with AI features across its product portfolio. The company’s Copilot AI assistant has crossed the 150 million monthly active users milestone, fundamentally changing how customers interact with its core productivity tools.

What makes this significant for long-term investors is the revenue impact. Microsoft 365 customers are demonstrating clear willingness to pay premium prices for AI-enhanced features. Recent quarters show 17% year-over-year revenue growth in this segment, driven by customers spending more per user on productivity tools. This expanding revenue per user metric is a critical indicator of pricing power and customer satisfaction—suggesting that the company’s AI investments are translating directly into higher profitability.

Supporting this trajectory, Microsoft’s Azure cloud business has secured $400 billion in future commitments from enterprise customers. While the company continues spending heavily on AI infrastructure, these commitments signal strong demand for years to come. The company’s net income has nearly doubled to $105 billion over the past five years, underscoring how successfully it converts its technological leadership into profits.

Alphabet’s Dominance in Digital Advertising

Alphabet benefits from a similar tailwind, though through a different mechanism. With 2 billion users across Search, Gmail, and YouTube, the company possesses an unparalleled platform for delivering targeted advertisements. The introduction of AI capabilities in Google Search has proven particularly impactful—AI-driven improvements help users find what they’re looking for more effectively, naturally creating more ad opportunities.

The results are evident in the financial data. Third quarter 2025 advertising revenue grew 14% year-over-year across Search, YouTube, and partner networks—an acceleration from 12% growth in Q3 2024 and 11% in Q3 2023. This consistent acceleration demonstrates that Alphabet’s AI investments are successfully capturing share within the expanding digital advertising market.

The longer-term opportunity appears even more compelling. Industry analysts estimate the global digital advertising market could reach $1.1 trillion by 2030, roughly double current levels. With Alphabet’s technological capabilities and network effects, the company is well-positioned to capture a significant portion of this growth. Its net income has more than doubled to $124 billion over the past three years, proof that expanding the advertising business translates into real profitability.

Why These Companies Merit Long-Term Investment

Both Microsoft and Alphabet benefit from network effects that become stronger over time. As they invest in AI, they don’t just improve their existing products—they expand their competitive moats, making it increasingly difficult for competitors to catch up. For investors seeking the best stocks to buy today with a long-term perspective, this durability matters enormously.

Their positions aren’t vulnerable to short-term headwinds. Even during economic slowdowns, both companies have demonstrated resilience through their dominant market positions. More importantly, their massive AI investments are positioning them to lead in what many analysts believe will be the most transformative technology trend of the next decade.

For patient investors building wealth over years or decades, companies that lead their industries while maintaining sustainable competitive advantages have historically delivered superior returns. Microsoft and Alphabet exemplify this profile, making them suitable core holdings for a long-term investment portfolio.