These “beautiful seven” shares will be the most valuable company in the world in 10 years

• The long -term value of generative AI should not be fully recognized by anyone.

• NVIDIA has so far been the biggest winner of AI spending, but the second-order effects of the trend can be even greater.

• Meta Platforms has a clear route map for how AI can improve his company in the long term.

• 10 shares that we like than Meta platforms ›

If you looked at a list of 20 most valuable companies in the world from a decade ago, you will notice various well -known names: Apple” MicrosoftGoogle (now Alphabet), And Berkshire Hathaway All made the list then.

But no matter how things have remained the same, there has also been a considerable turnover and movement in the ranks. Wells Fargo And Novartis I have fallen far on the list over the past decade. Nvidia Was only recently climbed from the Midden-CAP sharing range in 2015, but rose in the top 10 in 2021.

All this means that many can change in 10 years. And I believe that a “Magnificent Seven” company that today brings out the back in that group is also the one who is best positioned to become the most valuable company in the world in the following decade.

NVIDIA has been a huge beneficiary of the massive artificial intelligence (AI) infrastructure expenditure by the hyperscalers in recent years: Microsoft, Alphabet, Amazon, And Meta platforms (Nasdaq: Meta). The advanced GPUs (graphic processing units) are unparalleled when it comes to training large language models in the most cost -efficient way. As a result, Nvidia sells its chips just as quickly as they are manufactured (indeed, faster – the order behind Blackwell GPUs is now about a year), which leads to a strong margin extension and profit growth.

But the long -term winners of every technological revolution are usually those who can best use the technology. This means that the second-order effects of new technology are even greater than the effects of the first order. To use the Old Gold Rush analogy, it is not the pick and kick makers, but the gold diggers with the best systems for using those picks and kicks that become richest of them all.

With that in mind, Meta looks the best to take advantage of everything that can do large language models and generative AI. That is why I expect it to be the biggest winner of the second order of artificial intelligence, and why I expect that tail winds will push it into the status of the most valuable company in the world. It will just take some time before the company (and investors) fully realizes the impact of AI on his company.

Meta has long been a large investor in artificial intelligence. It is fundamental for its core activities, which simply places content for users. Whether that content was originally generated by a friend, a stranger or a company, Meta has become very good in popping up the correct content for users to maximize income through a combination of increased involvement and increased advertising value. And the AI ​​algorithms are an important reason why it was able to do that successfully.

Generative AI powered by large language models has the potential to unlock a lot of value for Meta's activities. Here are four ways that can happen the next decade.

Meta required advertisers selected a target group for their advertisements. Although advanced marketers may be able to create a few extra basic points of performance from adapted advertisement, Meta's AI is now doing an excellent job to find those target groups to optimize for conversions (or another campaign objective).

As a result, there is more emphasis on the advertisement Creative. Developing a good advertisement creative that resonates with the target group performs exceptionally well on the meta platform. But that requires a lot of tests and iteration, not to mention time. Generative AI can help develop dozens of advertising creatives with hyper-oriented copy, images and videos. This in turn improves the conversions faster than all the improvements that Meta can make in the targeting algorithm.

Meta also has more potential to take advantage of generative AI than other digital advertising channels such as Google or Amazon. That is because marketers use Meta to find their target groups, while advertisements on Google or Amazon already have viewers with a high intention. If someone is looking for “shovel” on Amazon, no complicated software is needed to find out that you will probably do well to show them advertisements for kicking.

Meta benefits from building different types of AI agents for its customers.

During the profit call from Meta's first quarter, CEO Mark Zuckerberg described his vision for AI in advertisements: “Our goal is to make it so that each company can in principle tell us what goal they try to achieve … and how much they are willing to pay for each result, and then we just do the rest,” he said.

What he describes is an AI agent who will make some advertisements, she will test with the help of meta's automated targeting, repeats those creatives and ultimately produces the desired result. The savings of the advertisers in time and resources must translate into higher advertising prices for Meta.

Meta can also benefit from developing customer service agents and sales agents for his messages apps. This can enable companies to deepen their relationships with potential and existing customers without considerably spending overhead. What is even more important, that software scales quickly and easily. That should enable Meta to massively expand its click-to-message activities, which from the beginning of 2023 was an annual company of $ 10 billion. An analyst thinks that chat agents can be a $ 100 billion company for Meta.

Generative AI helps marketers make more fascinating advertisements. Ultimately, Meta AI could use to generate tailor -made content for each user.

Zuckerberg said the same amount about the profit call of the company in the first quarter. “AI also makes it possible to create better content,” he said. Although some of that content will be in collaboration with human makers, he also sees “AI content immediately generating for people who are personalized for them”.

If Meta is able to make an endless feed of hyper -specific personalized content, this can result in one of the most fascinating platforms ever. Moreover, the advertisements can make it even more effective, because AI-generated advertising campaigns are just as personalized and even indistinguishable from entertainment in Meta's feeds.

Meta was an early mover when it came to Virtual Reality (VR) and Augmented Reality (AR). One of the biggest challenges with which it is confronted is that there is no large ecosystem of content, nor many fascinating use cases for a headset compared to smartphones and other computer formats. Generative AI could, however, help to solve that.

The company has already seen success in integrating Meta AI into glasses, giving the AI ​​the opportunity to absorb visual data from the world as the user sees. Augmented Reality goes one step further by enabling the AI ​​to communicate almost with the world. This can lead to all kinds of interesting interactions between people and computers, better user interfaces and improved experiences.

Just as Zuckerberg AI suggests that unique content generates for users on Facebook and Instagram, it can also generate even more compelling and interactive content. That is the type of content that could push Ar and VR headsets forward, and Meta is well positioned to possess that size with his 10-year lead.

There is a good reason why Meta is willing this year to spend around $ 70 billion on capital expenditure, mainly according to the progress of AI development. The potential payment for the company is huge, probably more than any other company.

So, while Nvidia picks the rewards in the short term, Meta is the greatest long-term winner of AI, and I expect this to translate into the social media giant who will be wearing a much larger market capitalization over a decade of today.

Consider this: Before buying stock in meta platforms:

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John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of the Motley Fool. Suzanne Frey, a director of Alphabet, is a member of the board of directors of the Motley Fool. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and Sister of Meta Platforms CEO Mark Zuckerberg, is a member of the Motley Fool's Board of Directors. Wells Fargo is an advertising partner of Motley Fool Money. Adam Levy has positions in alphabet, Amazon, Apple, Meta platforms and Microsoft. The Motley Fool has positions and recommends Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft and Nvidia. The Motley Fool recommends the following options: Lang January 2026 $ 395 calls on Microsoft and short January 2026 $ 405 calls on Microsoft. The Motley Fool has a disclosure policy.

Prediction: these “Magnificent Seven” shares will be the most valuable company in the world in 10 years, was originally published by De Motley Fool