2 Undervalued AI Companies to Buy in 2026 and Hold for Decades

Core Insights - The most durable AI investments will be driven by companies integrated into AI adoption and monetization trends, rather than short-term earnings spikes [1] - 90% of AI investors plan to hold or buy more AI stocks in the next year, highlighting a strong long-term interest in the sector [1] Micron Technology - Micron's Q1 fiscal 2026 earnings show a 57% year-over-year revenue increase to $13.6 billion and a 167% year-over-year EPS surge to $4.78, driven by high demand for DRAM and NAND memory from data center and AI customers [3] - The high-bandwidth memory (HBM) market is expected to grow from $35 billion in 2025 to $100 billion in 2028, with Micron holding a 21% market share, providing strong revenue visibility and pricing power [4] - Memory is becoming a strategic component for AI systems, with increasing memory content per device across various applications, positioning Micron as a potential long-term earnings compounder [5] Alphabet - Alphabet is effectively monetizing its AI technologies on a global scale, contributing to its growth prospects [6] - Both Micron and Alphabet have experienced significant share price gains in 2025 while maintaining reasonable valuations relative to their future growth potential [6]