Tem $1.000? 2 Ações de Tecnologia para Comprar e Manter a Longo Prazo

The tech sector has been one of the hottest for growth investors, as it has a long history of outperforming the S&P 500. For instance, the State Street Technology Select Sector SPDR ETF has delivered roughly 140% in gains over the past five years, while the S&P 500 hasn't even doubled over the same stretch. Investors can get more nuanced in the tech industry with funds like the iShares Semiconductor ETF, which has almost quadrupled over the past five years.

But the performance of the broader tech industry compared to indexes explains why many investors prefer hunting for good picks in this sector. You can start your search with these promising tech stocks if you have $1,000 ready to invest.

Image source: Getty Images.

1. Nvidia

Nvidia (NVDA +0.38%) is the largest AI chipmaker, and the competition isn't close. The company generates more revenue in a quarter than most of its competitors earn in an entire year. Even after years of strong growth, Nvidia still has the pedal to the metal.

The AI leader reported 85% year-over-year revenue growth in its fiscal 2027 first quarter, and its Q2 FY27 guidance implies more than 10% sequential growth.

It isn't just AI models like ChatGPT that need all those chips. Nvidia CEO Jensen Huang told shareholders that agentic AI is just getting started and is "scaling rapidly across companies and industries." Grand View Research projects a meaningful 46.2% CAGR for the enterprise agentic AI market through 2030.

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NASDAQ: NVDA

Nvidia

Today's Change

(0.38%) $0.74

Current Price

$195.57

Key Data Points

Market Cap

$4.7TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Day's Range

$193.99 - $197.54

52wk Range

$158.39 - $236.54

Volume

114.8K

Avg Vol

159M

Gross Margin

74.15%

Dividend Yield

0.14%

Physical robots can usher in the next wave of growth for Nvidia, and the company is already prepared for that opportunity. Halos for Robotics, Nvidia's full-stack, open robotics safety system, was recently touted as the first of its kind in a June press release. Nvidia intends to be the catalyst behind every AI innovation, which can position the stock for meaningful long-term growth.

2. Microsoft

Microsoft (MSFT 0.94%) is another AI winner, but a 21% decline over the past year doesn't match up with its fundamental gains. The drop has resulted in a 23 P/E ratio as profits and sales continue to surge.

The tech giant recently delivered 18% year-over-year revenue growth in its fiscal 2026 third quarter. Operating income rose 20% year over year, with Microsoft Cloud doing the heavy lifting. Microsoft CEO Satya Nadella also touted the company's AI business surpassing $37 billion in annual recurring revenue, more than doubling year over year.

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NASDAQ: MSFT

Microsoft

Today's Change

(-0.94%) $-3.68

Current Price

$386.81

Key Data Points

Market Cap

$2.9TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Day's Range

$381.26 - $389.04

52wk Range

$349.20 - $555.45

Volume

34.6K

Avg Vol

40.1M

Gross Margin

68.31%

Dividend Yield

0.92%

Total cloud revenue reached $54.5 billion, up 29% year over year. That's almost two-thirds of the company's total revenue. As the cloud platform continues to gain market share, Microsoft's overall revenue growth rates should continue to accelerate.

The AI tailwind should extend for multiple years, and Microsoft has positioned itself well. Just because some investors are selling their shares doesn't make Microsoft a bad investment. The mismatch between Microsoft's declining stock price and strengthening fundamentals presents a buying opportunity.