Some rollercaster rides have been riding for the first half of the year – and investors. Although all three major indices have now crossed the positive field, it was not a story a few weeks ago. S&P 500 Index, Dow jones industrial averageAnd this Nasdac Composite Every drowning in the early months of the year is worried that President Donald Trump’s import tariff scheme will damage economy, earnings and stock performances.

Since then, positive signs, such as early trade deals and strong income reports, have reduced the minds of investors, and as a result, the indexed retaliated. Nevertheless, some development stocks, such as some Artificial Intelligence (AI) players live in doldrums and are growing to fall in the first half. Let’s take a look at two that can be ready for a big second-half return.

1. Apple

As Trump announced His tariff planInvestors are worried about what it can mean Apple ,Aapl 0.04%,In particular, because the company produces most of its iPhones in China, a country that is most targeted by tariffs. Although the President exempted electronics products, this discount is temporary. He even threatened Apple with 25% tariffs on all imported iPhones recently.

Apple took a step to diversify its manufacturing base, promising that most of the American-determined iPhones would be built in India soon, but the country also faces tariffs. All this tariff uncertainty was weighed on apple stock, so far pushed down by about 20%.

So, why should we expect a return to the second half? While Trump is serious about bringing manufacturing back to the US, it is unlikely that he and his administration will take steps to destroy some top companies in the country, including Apple. We have seen signs of flexibility in the initial American trade deals with the UK and China, so it is appropriate to expect an agreement with technical companies that will not limit their growth.

Meanwhile, Apple is a well -established player with a strong financial position. The company has more than $ 48 billion in cash and marketable securities. Therefore, it has resources to resolve challenges. At the same time, the smartphone giants have a new development engine in the form of services. Revenue of services, thanks to the vast base of the installed equipment of Apple, the record level has reached the quarter after the quarter. This growth should continue because loyal apple users continue to rely on the company for data storage, digital entertainment and more.

This means that today, Apple looks like a bargaining, does 27 times business Further earnings estimateMore than 35 times at the end of last year. These levels provide a lot of rooms to run it, and it can do so on any good news in the second half.

2. Soundhound ai

Soundhound ai ,Son -0.91%, Voice AI has an expert, with its technology powering voice system in cars and restaurant ordering systems, to mention only two examples. Stock has fallen by 50% so far this year, but I see it as an opportunity to buy more for a reason to worry, and why here is here.

First, after an increase of 150% in soundhound shares in the last one year, it is not surprising that some investors may stop in profit in recent times. Second, Growth companies — especially Youth Development companies-can struggle to expand during some economic time, so the concerns of investors earlier this year sold these types of players.

Today, it is important to look at the performance of soundhound earnings and long -term possibilities. The company is in high-development mode, revenue is increasing by 150% in the latest quarter as it expands its customer base in various fields. This is important because the use in industries reduces the risk, which means that if a customer or industry suffers, the soundhound does not necessarily not be suffering along with it.

There are many patents protecting their technology in soundhound, a system that translates speech immediately without speech-read step. This gives speed and better quality.

With a rapid growth of soundhound and revenue of $ 29 million in the quarter, with a forecast of $ 140 billion AI voice market size, suggest that this voice may be much greater increase for experts.

This means that uncertainty about the general economy continues to increase lifts and soundhounds, the stock may be higher in the second half of the year.