On March 10, Stephen Byrd from Morgan Stanley appeared on a CNBC Television interview to discuss the impact of increasing oil prices on the AI trade as hyperscalers are using a lot of power. Byrd noted that the AI trade can absorb the increased cost of power as it is a small part of the overall data center economics. However, it cannot afford to absorb the loss of power supply. Byrd highlighted that his discussions with hyperscalers revealed that most of the data centers plan to go off the grid, generating their own power, and also have the capacity to supply electricity to the grid in times of requirement.
On the same day, Michael Sansoterra from Silvant Capital appeared on a CNBC Television interview to discuss the state of the technology sector amidst ongoing geopolitical conflicts. Sansoterra noted that markets have fallen in the past due to geopolitical conflicts but rebounded every time. He highlighted the 9/11 attacks and the Iraq war, when markets fell but rebounded shortly afterwards. He advised investors to look through these events as they do not make long-term changes to consumer behaviors. Sansoterra noted that the current market sell-offs have created attractive entry points for stocks like Nvidia and Palantir. Silvant Capital expects these companies to continue exceeding expectations.
With that, let’s take a look at the 15 Best Technology Stocks to Buy for the Long Term.
Our Methodology
We sifted through financial media reports to compile a list of Technology stocks widely discussed for their long-term potential, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
15 Best Technology Stocks to Buy for the Long Term
15. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Stacy Rasgon from Bernstein released a research note stating that reports suggest that Washington is drafting new regulations which will require licensing for AI chip exporters to sell chips internationally. The analyst noted that it could directly impact major companies including NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, and Broadcom.
Earlier on March 5, Rasgon reiterated a Buy rating on Nvidia with a price target of $300. The analyst highlighted that the regulation has not been finalized yet and can be changed or abandoned. He also noted that this regulation does not mean a ban on exports but will allow the government to gatekeep AI exports.
Rasgon highlighted in the research note that Nvidia’s latest 1,000 chip shipment is expected to go through a “fairly simple review” process. He noted that Nvidia will be impacted by the regulation as much of the company’s revenue is US-led. The company’s fiscal 2026 revenue consisted of 70% sales from the US, while Taiwan based customers accounted for only 20% of the total revenue.
NVIDIA Corporation (NASDAQ:NVDA) is headquartered in Santa Clara, California. It designs and sells advanced semiconductors, primarily graphics processing units and AI accelerators, that power gaming, professional visualization, data centers, and autonomous systems.
14. Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280.
The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This follows a 14% decline in December 2025. The analyst noted that this reflects normalization after a strong selling season following the launch of iPhone 17.
Overall smartphone shipments in China declined by around 16% year-over-year in January 2026. Moreover, UBS noted that iPhone’s share in the market declined to around 11% in January from 14% a year ago. This marks the lowest January shipments for Apple since 2019.
Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium line of products, which includes the iPhone, iPad, Mac computers, and a range of other accessories, has earned the company widespread acclaim and customer loyalty.
