History Says Now Is the Time to Buy These 2 Brilliant Stocks
Microsoft isn't growing nearly as fast as Nvidia, and it's also spending a boatload of money on AI computing capacity. However, that's because the demand is there. Its cloud computing platform, Azure, is rapidly growing, rising 39% year over year in Q2 FY 2025 (ending Dec. 31). Cloud computing is how several AI companies are powering their workloads, as they don't have the capital necessary to build a data center themselves, so it makes more sense to rent it from a provider like Microsoft. This spending will help push Microsoft stock to new heights, but AI feature integration within Microsoft's core software suite is another source of growth.
While the market growth may be somewhat fatigued by AI spending, the reality is that it's still going to happen. The recent sell-off in tech stocks is a gift to investors of all varieties, and you can get a one-two punch of high growth and resilience by purchasing shares of Nvidia and Microsoft right now. I can think of few better buys in the stock market than this duo, and investors who have missed out on the impressive runs these stocks have been on over the past few years can remedy that mistake by buying them today.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $424,262!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,163,635!*
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*Stock Advisor returns as of February 21, 2026.
Keithen Drury has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool has a disclosure policy.
History Says Now Is the Time to Buy These 2 Brilliant Stocks was originally published by The Motley Fool
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