The first half of the year was a difficult one for many artificial intelligence (AI) shares, because investors missed high growth players. The reason? President Donald Trump’s Import Tariff Plan could raise prices for a wide range of goods, and it can damage the procurement power, to touch corporate expenses and eventually watching growth companies.
As a result, S & P 500, Dow Jones Industry Mediumand and and Nasdaq composite Swipe in April, but in recent weeks, the mood of the investor improved. British and Chinese and Chinese preliminary trade deals, commented on the technological giants that will not stop the speeds of potential tariffs and repeating capital spending plans.
Although the tariff situation stays uncertain, the more aim of the market, as well as a solid long-term worldview of certain companies, now creates a fantastic time to access AI shares. Especially two can be placed well to fly in the second half.
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The best word to describe Amazontoward (NASDAQ: Amzn) In the first half, the shareholder performance is “canceled”. The company actually ended half the same level, sent 0% to the period. Investors can be worried about the Tariffs from Amazon: E-commerce requirements and income and income and the Amazon Web Services (AWS) can see the expenditure of customers.
However, there is a key to believe that these problems will not happen. Amazon has a wide selection of products and welding countries that make it flexible in one of the company Import the tariff environment. As for AWS, so far the company’s powerful spending message suggests that customers are clinged and slowed by AI strategies.
I like the idea that Amazon proves the ability to manage the difficult environment. A few years ago, inflation increasingly revised his value structure. This action immediately helped to get rid of the first annual loss of Amazon for about ten years. This new expense structure should facilitate future pressure on expenses such as import tariffs.
Finally, the construction of the AI infrastructure continues, and as the world’s largest cloud company in the world, customers should take advantage of and seek other AI solutions. This must increase the Amazon’s billion dollars. And this is both 35 times an estimate Forward earnings estimatesLast year, it may ask for more than 40 times, and in the second half of investors can assemble these shares.
Alphabet (NASDAQ: GOOG)(NASDAQ: Googl) Among the total uncertainties I mentioned above, the share in the first half of the year shifted more than 6%. Since the lowest point in April, I have earned more than 20%, I think it will be significantly higher in months in the months to gain more than 20% and improving growth players.
Like Amazon, the alphabet is a market leader, which proves itself over time, gains significant growth and billions of dollars. This is thanks to the Google Cloud, the company’s Google Platform and its cloud computing work. Google Platform brings income through advertising, because the advertisers will be Google to the world’s Internet search leader and the extensive services of Google cloud are a $ 1 billion dollar income driver.
And AI is currently in the center of the story. The company has developed its own large language model (LLM), and it approaches more targeted advertising campaigns for better search practices and ads for users. Both of these elements should increase advertisers and even increase the spending.
As for Google Cloud, the growth of AI products and services increased and the section has increased by more than $ 12 billion in revenue in the last quarter. This momentum, Cloud clients, as we are in the first days of the AI story, are developing and scale as the AI story is still developing.
It is especially trading for the fact that investors can involve especially for the alphabet, its dirty cheap assessment, just 18 times 18 times. This can help the best AI share to be louder in the second half of 2025.
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John McKey, the All Foods market, which is a subsidiary company, is a member of the Board of Directors of Motley Soop. An executive President Suzanne Frey in the alphabet is a member of the Board of Directors. Adria Cimino Amazon has positions. Motley has Foox positions and recommends alphabet and amazon. Motley Fool has a Disclosure Policy.
