Core Insights - The tech sector continues to outperform the broader market, with the S&P 500 up by 81% and the State Street Technology Select Sector SPDR ETF up by 116% over the past five years [1][2] Nvidia - Nvidia is a key player in the AI boom, providing essential AI chips that are critical for the functionality of AI applications [5][6] - The company reported a net income of $31.9 billion, reflecting a 65% year-over-year increase, positioning it as a contender for the world's most profitable publicly traded company [6] - Nvidia is set to release its new Vera Rubin chip in the second half of 2026, which is expected to enhance revenue growth [7] - The company returned $37 billion to shareholders through stock buybacks and dividends in the first nine months of fiscal 2026 [7] Micron Technology - Micron provides memory storage solutions that support AI chipmakers, focusing solely on AI infrastructure after exiting the consumer segment [9][10] - The company reported a 57% year-over-year revenue increase in Q1 FY26, with expectations for continued revenue acceleration [10] - Micron's stock trades at a low PEG ratio of 0.18, indicating it may be undervalued despite strong growth rates [11] Amazon - Amazon's stock has been relatively flat, with a 36% increase over the past five years, despite strong growth in its AWS and online advertising segments [14][15] - The company reported a 14% year-over-year sales increase in Q4 2025, with AWS growth at 24% [15] - Morgan Stanley has raised its price target for Amazon to $300, suggesting potential for a stock rally as fundamentals improve [18]
3 Millionaire-Maker Stocks to Hold for the Next 10 Years