2 Tech Titans Primed to Dominate the Next Decade – Buy Now, Thank Yourself Later

The tech sector's relentless rally leaves no room for doubt—these two stocks aren’t just climbing, they're rewriting the rules. Forget 'growth potential.' This is about market ownership.

1. The AI Juggernaut Printing Cash

While Wall Street analysts bicker over valuation models, this company’s neural networks are already monetizing the future. Last quarter’s revenue surge? Just a warm-up.

2. The Cloud King No One Can Catch

Legacy players keep throwing billions at 'digital transformation'—meanwhile, their market share keeps bleeding to this infrastructure behemoth. Churn rates? Practically theoretical.

Let the short-term traders sweat over Fed meetings. These picks play the decade-long game—where tech stacks compound and 'overvalued' becomes 'underpriced' in hindsight. (Bonus truth bomb: Your actively managed fund still can’t beat them.)

Image source: Getty Images.

1. Microsoft

(MSFT -0.40%) is the 800-pound gorilla in the cloud services market. Whilecontinues to control the top spot in market share, Microsoft Azure is growing faster and is on pace to eventually overtake the No. 1 position in the cloud market. Microsoft stock is up 26% year to date.

Azure and other cloud services from Microsoft posted a 39% year-over-year increase in revenue for the fiscal fourth quarter (which ended in June). Management credits its growing footprint of over 400 data centers in 70 regions around the world for its momentum.

The company is further bolstering its competitive position with tools like Microsoft Fabric. This is a data and analytics platform that is rapidly expanding. Revenue grew 55% year over year last quarter, indicating that Microsoft is positioned to capture demand for AI-driven database services.

Microsoft generates $281 billion in annual revenue right now, yet management noted that there is $368 billion worth of contracted backlog across its cloud business.

With a company this large growing earnings per share at 24% year over year in the recent quarter, it's possible that Wall Street is still underestimating the size of the AI opportunity. Analysts are projecting low-double-digit earnings growth over the next few years, but that might be underestimating the company's opportunity. Microsoft has delivered excellent returns for investors for many years, and that streak doesn't appear to be ending anytime soon.

Image source: Getty Images.

2. Oracle

(ORCL 1.38%) is another top tech stock to ride the growing investment in cloud services. Oracle's Cloud Infrastructure business is experiencing explosive growth, which sent the stock to new highs after its fiscal Q4 earnings report in June. "In Q4, we hit double-digit revenue growth and it's only going up from here," CEO Safra Catz said during the earnings call.

Oracle has been building up its cloud offering for over a decade, and it's paying off. Companies are choosing Oracle for its market-leading database services to leverage autonomous features. Autonomous database consumption revenue grew 47% year over year, accelerating from 27% growth in the year-ago quarter.

Beginning in fiscal 2026, management expects growth to accelerate. Company guidance calls for total cloud revenue growth to be over 40% in constant currency, with cloud infrastructure growth of over 70%, which includes the autonomous database business.

Oracle is playing an important role in enabling the AI revolution across the economy. This is evidenced by its participation in the Stargate Project with OpenAI, which aims to build state-of-the-art AI infrastructure in the U.S. The revenue expected from Stargate should at least marginally contribute to Oracle's growth over the next decade.

For what it's worth, Wall Street analysts expect Oracle's adjusted (non-GAAP) earnings to grow at an annualized rate of 19% through fiscal 2030. Oracle is an industry-leading cloud database provider with a large suite of enterprise applications. It has a long history of delivering solid returns to investors, with the stock up over 500% in the last decade. With growth accelerating due to AI, it should continue to reward shareholders.