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The S&P 500 and Nasdaq Composite have seen impressive gains over the last ten years.
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Key factors propelling the market to new heights include ramped-up spending on infrastructure and a booming interest in artificial intelligence (AI).
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Tesla and Nebius Group are two notable players blending AI with infrastructure and related services.
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Many experts believe these stocks could introduce the next generation of billionaires.
Over the past decade, the Nasdaq Composite and S&P 500 have achieved total returns of 415% and 297%, respectively.
Most of these gains have emerged since 2020, coinciding with heightened domestic infrastructure spending and, of course, a surge in investment in AI.
I think AI will maintain its role as a crucial driver of economic growth over the coming decade. There are numerous ways to engage with the AI boom, but a couple of names really catch my eye.
Let me explain why I think Tesla and Nebius Group could outperform the market in the next ten years.
Tesla is a forerunner in the electric vehicle (EV) sector and has been innovating in green energy products. More recently, CEO Elon Musk has articulated a vision for Tesla, aiming to transform it into a tech-enhanced service provider.
Musk’s ambition to pivot Tesla toward technology can be summarized with one word: autonomy.
He’s aiming to layer on new services within Tesla’s automotive framework, particularly in ride-hailing and delivery. The idea is to establish a global fleet of self-driving taxis, a project dubbed robotaxis.
In theory, robotaxis could revolutionize Tesla’s business model by providing a continuous, high-margin revenue stream rather than relying on one-off vehicle sales.
Besides self-driving vehicles, Tesla is also working on humanoid robots called Optimus, which aim to assist in areas like logistics and retail. Musk is particularly optimistic about Optimus, predicting that the robotics division might represent as much as 80% of Tesla’s future value.
While Tesla isn’t the only player in self-driving cars and humanoid robots, it distinguishes itself by developing both technologies in-house. Moving forward, this integrated approach might give Tesla a significant edge over competitors with more fragmented operations.
Some on Wall Street argue that this strategy gives Tesla unique flexibility as it attempts to monetize its AI strategy. If successful, Tesla could find itself at the crossroads of rising consumer and business demand, ultimately increasing profit margins.
As a long-time advocate of Tesla, I’m hopeful about Musk’s capacity to realize these ambitious projects, leading to sustained growth and exceptional operational performance.
You might not be very familiar with Nebius Group. The company debuted on the Nasdaq last year after spinning off from its parent company, Yandex.
Nebius operates in several sectors: cloud infrastructure, self-driving vehicles, AI services, and educational technology, which is quite broad—it reminds me of Amazon’s diverse ecosystem.
However, the main catalyst for Nebius’s growth is its data center operations. Due to its close ties with Nvidia, the company can source high-performance GPUs and quickly outfit its data centers.
From there, Nebius offers access to AI accelerators through its cloud platform, allowing businesses to utilize advanced chips on a flexible, on-demand basis instead of investing heavily upfront.
Recently, the company secured a $17.4 billion cloud infrastructure agreement with Microsoft, showing just how critical neocloud has become as hyperscalers increase their investments to meet the surging demand for AI capabilities.
With AI infrastructure spending on the rise, along with the burgeoning applications in robotics and autonomous systems, Nebius seems well-positioned to capitalize on these trends. It’s not hard to imagine Nebius becoming a household name and a major player in the AI landscape over the next decade.
Have you ever felt like you missed out on the best investment opportunities? You might want to pay attention now.
In rare instances, expert analysts issue alerts for “Double Down” stocks—companies likely to thrive. If you’re concerned about missing the boat, this might be the time to jump in.
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NVIDIA:If you had invested a thousand dollars in 2009 when it doubled, you would have about $525,174 now!
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Apple:If you had invested a thousand dollars in 2008 when it also doubled, you would have $51,385 now!
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Netflix:If you’d invested a thousand dollars back in 2004 when it doubled, you’d have around $603,392 today!
We’re currently alerting investors about three great companies.this may be the last opportunity like this for a while.
See the 3 stocks »
*Stock Advisor returns as of October 27, 2025
It’s worth mentioning that positions exist in Amazon, Microsoft, Nvidia, and Tesla. The Motley Fool recommends and holds positions in these companies.
Prediction: These stocks could outperform the market over the next 10 years.
