Motley Fool Backs 3 Big Tech Stocks for 10 Years as Cloud Growth Hits 63%

1 articles · Updated · The Motley Fool · May 16

Alphabet, Amazon and Microsoft were named decade-long buys, with the call centered on cloud businesses that are expanding rapidly as AI demand soaks up computing capacity.
63% growth at Google Cloud, 40% at Microsoft Azure and 28% at AWS in the latest reported quarters underpin the thesis that cloud remains each company’s fastest-growing segment.
Heavy capital spending to build AI infrastructure is distorting earnings-based valuation measures, leading the analysis to favor operating cash flow as the cleaner yardstick.
Amazon and Microsoft were singled out as the better values now, while Alphabet was described as the priciest of the three despite its faster cloud growth and generative AI position.

With Oracle touting a $523B backlog, can it truly challenge the cloud titans or is it a high-risk bet?

As giants bet $500B on AI hardware, could rapid obsolescence and massive write-downs trigger another tech bubble?