3 Technology Stocks That Could Help Set You Up for Life
By Chris Neiger, January 22, 2026
Investing in technology stocks has long been a proven pathway for impressive financial growth. However, with the tech sector’s rapid evolution, not every high-flying stock today will sustain its momentum in the years ahead. To build a portfolio that can potentially set investors up for life, focusing on companies that are deeply embedded in transformative, long-term trends — especially artificial intelligence (AI) — is a prudent strategy.
Here are three standout technology stocks that have carved significant niches in AI and are positioned to benefit from its rising global demand for years to come.
1. Micron Technology: Riding the AI Memory Boom
Micron Technology (NASDAQ: MU) may not be as widely recognized as some other tech giants, but it plays a critical role in the AI ecosystem. The company designs and manufactures essential memory components such as DRAM and NAND flash memory, which are integral to powering AI data centers.
The surge in AI applications has created unprecedented demand for memory, with Micron’s Executive Vice President of Operations, Manish Bhatia, describing the shortage as "really unprecedented." Micron’s status as a key memory supplier for major AI firms like Nvidia underscores its importance.
Financially, Micron has been flourishing, with revenues jumping 57% to $13.6 billion in the first quarter ending November 27, 2025. Its non-GAAP earnings per share skyrocketed 167% to $4.78, illustrating robust profitability driven by AI demand.
Looking ahead, Micron is investing aggressively to meet the growing memory needs. The company has broken ground on its first of up to four new factories in the U.S., signaling an investment of up to $100 billion over two decades to expand memory production capacity.
Key Micron Data
- Market Cap: $447 billion
- Current Price: $396.44 (January 23, 2026)
- Dividend Yield: 0.12%
- Gross Margin: 45.53%
2. Alphabet’s Google Gemini: Gaining Ground in AI Chatbots
Alphabet Inc. (NASDAQ: GOOG, GOOGL) has been on a strong growth trajectory, driven in large part by its AI initiatives, especially Google Gemini — its AI chatbot platform. While Gemini trails behind OpenAI’s ChatGPT in popularity, it has seen rapid user growth, reaching over 650 million monthly active users just six months after having 400 million.
Gemini’s integration across Alphabet’s ecosystem—from high-end Android devices to Google Workspace applications—helps it capture a broad audience. A major recent development is Apple’s new partnership to use Gemini as the AI model powering the upcoming iteration of Siri, effectively making Gemini a default AI assistant on Apple devices. This collaboration includes Apple reportedly paying Alphabet about $1 billion annually.
Alphabet’s solid fundamentals complement Gemini’s momentum. The company posted a 16% increase in sales to $102 billion in Q3 2025 (ending September 30), with non-GAAP earnings per share up 35% to $2.87. This synergy of strong financials, expanding user base, and strategic partnerships positions Alphabet to capitalize on AI growth for years ahead.
Key Alphabet Data
- Market Cap: $4 trillion
- Current Price: $329.02 (January 23, 2026)
- Dividend Yield: 0.25%
- Gross Margin: 59.18%
3. Taiwan Semiconductor Manufacturing Company (TSMC): The AI Processor Powerhouse
TSMC (NYSE: TSM) stands as the world’s dominant manufacturer of AI semiconductors, commanding an estimated 90% market share in advanced processor manufacturing. Virtually all major AI chips from firms like Nvidia are produced by TSMC.
TSMC’s recent quarterly results attest to its strong position. For the quarter ending December 31, 2025, sales climbed nearly 26% to $33.7 billion, with diluted earnings per American Depositary Receipt (ADR) increasing 35% to $3.14. Given projections that AI infrastructure spending could reach $4 trillion by the end of the decade, TSMC’s role as the go-to manufacturer for cutting-edge AI processors suggests long-term growth prospects.
Key TSMC Data
- Market Cap: $1.7 trillion
- Current Price: $333.70 (January 23, 2026)
- Dividend Yield: 0.94%
- Gross Margin: 59.02%
Conclusion
While stock investing always carries risks and no investment is foolproof, these three companies — Micron Technology, Alphabet, and Taiwan Semiconductor Manufacturing — have strategically positioned themselves at the forefront of AI technology. Their essential contributions to the AI supply chain and demonstrated financial growth suggest they could reward investors willing to hold them over the long term, potentially setting them up for life.
About the Author
Chris Neiger has been a contributing technology and automotive analyst for The Motley Fool since 2012. With a background as an automotive journalist for the BBC, he holds a master’s degree in journalism from Regent University and a bachelor’s degree from the University of Delaware.
For more insights and updates on investing in AI and technology stocks, visit The Motley Fool.
