2 AI Stocks I'd Buy and Hold for the Next Decade -- Even After This Year's Big Run

Walmart and Alphabet’s Wing said they will expand their drone delivery partnership to seven new U.S. metro areas—Memphis, New Orleans, Philadelphia, Phoenix, San Diego, the San Francisco Bay Area and Salt Lake City—under a plan for a 270-location network. Wing said it has completed well over 1 million commercial deliveries. Service uses tethered drones to drop packages in about 30 minutes, with availability via Walmart or the Wing app.

Amazon priced a record C$14 billion bond sale in Canada (about $10 billion), including a C$4.75 billion 30-year tranche. The deal is the largest corporate bond in Canadian dollars, surpassing Alphabet’s C$8.5 billion issue, and moved Amazon into the top 10 issuers by outstanding debt in a Bloomberg index. Canadian bond investors reportedly sold some longer-dated issues to make room; spreads widened ~2 bps Tuesday.

Wall Street fell sharply Wednesday as U.S.-Iran tensions outweighed inflation data that largely matched forecasts. The S&P 500 dropped 1.6% to 7,267.65, the Nasdaq fell 2% to 25,169.50, and the Dow slid 1.9% to 49,919.09. Brent rose 2.4% to $93.64. The U.S. CPI showed headline inflation up 0.5% m/m and 4.2% y/y; core up 0.2% m/m and 2.9% y/y. Tech and semiconductors declined, and Super Micro Computer fell nearly 28% after plans to raise $7 billion.

The NMPA said U.S. music publishing revenue rose to $7.3 billion in 2025 (from $7.04 billion in 2024 and $6.2 billion in 2023). NMPA COO/CLO Danielle Aguirre cited Spotify and Amazon’s 2024 subscription “bundling” as causing nearly $500 million in lost value since 2024 and shifting royalty splits to 53% performance/47% mechanical. The NMPA also announced AI licensing deals with Udio and KLAY.

Amazon has agreed to borrow about $17.5 billion in a delayed-draw term loan from banks including Citigroup, JPMorgan Chase, Wells Fargo, HSBC, and BofA Securities, according to Bloomberg. The company also planned a $14 billion Canadian bond sale two days earlier, bringing new financing to about $31.5 billion in 48 hours. Reuters says the loan will be for general corporate purposes.

U.S. stocks fell more than 1% Wednesday afternoon as chip shares extended declines and renewed U.S.-Iran tensions boosted uncertainty. The S&P 500 tech index fell 1.1% and a semiconductor index dropped 2.6%, with Nvidia and Broadcom among laggards. The Dow fell 1.42%, S&P 500 1.19%, Nasdaq 1.49%. Super Micro slid 20.9% after plans to raise $7 billion. Investors also weighed higher-rate expectations and Fed policy.