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Prediction: These Stocks Could Deliver Market-Beating Returns Over the Next Decade
The Motley Foolยท2025-11-03 05:15

Group 1: AI's Impact on Market Growth - Artificial intelligence (AI) has been a significant factor in driving stock market gains, with the Nasdaq Composite and S&P 500 achieving total returns of 415% and 297% over the last 10 years, respectively [1] - Much of the market growth occurred post-2020, fueled by increased domestic infrastructure spending and accelerated investment in AI [3] Group 2: Tesla's Strategic Vision - Tesla is positioned as a leader in the electric vehicle (EV) sector and aims to evolve into a tech-enabled services business, focusing on autonomy [5] - The company plans to enter the ride-hailing and delivery markets through a new venture called Robotaxi, which could provide a high-margin, recurring revenue stream [6] - Tesla is also developing humanoid robots, known as Optimus, to assist in various sectors, with Musk suggesting that 80% of Tesla's future value could derive from robotics [8] - Wall Street analysts believe Tesla has unmatched optionality in commercializing its AI roadmap, potentially leading to increased sales and profit margins [9] Group 3: Nebius Group's Market Position - Nebius Group, which recently went public, operates in cloud infrastructure, autonomous vehicles, AI services, and educational technology, similar to Amazon's diversified ecosystem [11] - The company's growth is primarily driven by its data center operations, leveraging partnerships with Nvidia to provide high-performance GPUs [12] - Nebius has signed a significant $17.4 billion cloud infrastructure deal with Microsoft, highlighting the importance of neoclouds in meeting AI capacity demands [14] - As AI infrastructure spending grows, Nebius is well-positioned to capitalize on emerging opportunities in robotics and autonomous systems, potentially becoming a leading name in AI [15]