2 Millionaire-Maker Artificial Intelligence (AI) Stocks

Source The Motley Fool

Key Points

  • Oracle's cloud computing segment is growing fast, and customers are lining up for computing capacity.

  • Tesla wants everyone to own an Optimus robot.

  • 10 stocks we like better than Oracle ›

The idea of becoming a multimillionaire can be daunting, but it certainly can be done if you have the patience and discipline to ride the market for a long time. The power of compounding returns, combined with consistently adding to your portfolio, makes such a windfall possible.

The S&P 500 delivered a 13.5% annualized return over the last decade -- a strong number that was pulled higher in recent years by artificial intelligence (AI) stocks. And while the sector is in a bit of a lull now, the build-out of data centers, AI-powered software, and robotics makes artificial intelligence a fantastic bet right now.

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If you want to do better than the S&P 500's returns, several AI stocks fit the bill. These two in particular are on different paths, but I think both provide excellent opportunities to push your investment portfolio to that multimillion-dollar level.

A boy sitting at a desk as money falls around him

Image source: Getty Images.

1. Oracle

Oracle (NYSE: ORCL) has its biggest growth opportunity in its cloud computing segment, which generated $7.977 billion in revenue in the second quarter of fiscal 2026 (ending Nov. 30, 2025), up 34% from a year ago. That makes the cloud computing sector Oracle's biggest driver of revenue and was a big reason the company's $16.058 billion in revenue was up 14% year over year.

Management sees the massive opportunity in AI right now, so the company is spending heavily. Oracle raised $58 billion to pay for data center projects in New Mexico, Texas, and Wisconsin, and it has a huge $300 billion deal with OpenAI, the maker of ChatGPT, to supply AI infrastructure and cloud computing services.

All of that spending has pushed Oracle's debt to more than $100 billion -- a load that's contributed to the stock's drop in recent months. Management announced that it plans to raise $45 billion to $50 billion of gross cash proceeds -- by selling shares and equity-linked instruments, as well as by issuing mandatory convertible preferred securities that will convert to common stock in the future.

Considering that Oracle is raising the money to meet the needs of many well-heeled customers, including Advanced Micro Devices, Nvidia, and Meta Platforms, analysts remain bullish about the company's future. The consensus price target from analysts surveyed by Yahoo! Finance indicates an 82% potential gain in Oracle stock.

2. Tesla

Tesla (NASDAQ: TSLA) has been an innovator for years with its electric vehicles, but today I'm much more intrigued by CEO Elon Musk's plan for the Optimus robot -- its humanoid machine, already working in Tesla factories, which Musk says will one day help "eliminate poverty" by being mass-marketed for factories and residences.

Musk hopes the Optimus robot will be on sale -- with a projected price of $20,000 to $30,000 -- by the end of next year, but production is already underway. Musk announced plans to end production of the Tesla Model 3 and Model Y at the company's Fremont, California, production facility, and instead use the space for Optimus production.

Tesla stock has plenty of supporters -- one of the biggest is Wedbush Securities analyst Dan Ives, who has a $600 price target. That would be a 48% gain, soundly beating the overall market and helping push your portfolio higher.

Should you buy stock in Oracle right now?

Before you buy stock in Oracle, consider this:

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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $519,015!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,086,211!*

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*Stock Advisor returns as of March 1, 2026.

Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, Nvidia, Oracle, and Tesla. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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