2 Millionaire-Maker Artificial Intelligence (AI) Stocks

Patrick Sanders, The Motley FoolMon, March 2, 2026 at 1:50 AM UTC

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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.

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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?

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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.

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Source: “AOL Money”