Microsoft’s fiscal 2026 first quarter ended with a contracted backlog of nearly $400 billion, emphasizing its long-term revenue visibility. Taiwan Semiconductor Manufacturing maintains its dominance in the chip foundry market. Younger investors are increasingly confident in AI-powered investments, with 67% of Gen Z respondents seeing long-term potential compared to just 50% of baby boomers. Microsoft is scaling up real-world production-grade AI deployments across Azure, with cloud revenues rising 26% year over year to $49.1 billion in Q1. The company plans to increase its AI capacity by over 80% in fiscal 2026. Microsoft’s total commercial remaining performance obligations rose 50% year over year to nearly $400 billion, making it a smart pick for long-term investment. Taiwan Semiconductor Manufacturing has a nearly 72% share of the chip foundry market, aligning technology roadmap and capacity expansion with AI demand. TSMC has started volume production of 2nm chips and plans to introduce an enhanced version for continued market dominance. The CoWoS business is a significant growth catalyst for TSMC, with expectations to ship millions of wafers. Despite historically high forward P/E levels, TSMC remains a strong pick for the next decade.

Read more at Yahoo Finance: 67% of Gen Z Are Confident in AI Returns Versus Only 50% of Boomers. Here Are 2 AI Stocks to Buy Now and Hold for Decades.