Alphabet and Microsoft: AI Cloud Bets to Hold for the Next Decade

The Motley Fool flags Alphabet and Microsoft as solid long-term bets in AI and cloud computing. It highlights Google Cloud’s 63% year-over-year revenue growth, margin expansion, Gemini and TPU AI offerings, and Microsoft Azure’s 40% YoY growth plus Copilot integration and OpenAI stake as durable AI drivers. The piece argues these two stocks could pay off over the next decade, while noting Alphabet wasn’t in Stock Advisor’s latest top-10 list.