Artificial Intelligence (AI) Stock was touched by the sky in 2024 amidst 2024, which can revolutionize businesses, save time and money and lead to important discoveries. These players recently faced some difficult months due to concerns about the potential economic recession. However, some uncertainty has passed, better day suggestions may be ahead for AI shares.

against this backdrop, Nvidia ,NVDA -1.14%,, Apple ,Aapl 2.22%,And Heroic ,AMZN -1.38%, Are ready to climb in the second half. here’s why.

1. Nvidia

President Donald Trump plan to plan Tariff on imports Several weeks ago, AI chip was weighed on technology shares including veteran NVidia. It pushed Nvidia below 30% below the beginning of the year in early April. Although the President initially exempted electronics products, this exemption was temporary, suggesting chips and other items will have to face tariffs at some point in the near future.

But Nvidia has since turned back, thanks to optimism that the tariff would not originally stand as required and as the company showed its earning strength through the first quarter of the year. NVIDIA revenue rose by 69% to $ 44 billion, demanded strong, and Customers indicate comments He The plans to spend their spending for the year continue. This is well for the ongoing growth for Nvidia.

At the top of it, the chip is investing in American manufacturing to limit any final tariff effect and is affixed to its plan to update the chips on an annual basis – a step that should put it ahead of rivals.

Today, Nvidia trades only 33 times Further earnings estimateA few months ago, below about 50 times ago, and this level gives the stock a lot of space for walking in the second half.

2. Apple

Among all the top technical stocks, Apple may be the one who has recently suffered the most between tariff disturbance. Trump angered that Apple has generally produced most of the iphones abroad, even threatened to impose 25% tariffs on Apple’s imported iPhones. Meanwhile, Apple has made efforts to diversify its manufacturing, which plans to move it from China to India.

Uncertainty remains because the President wants to produce Apple iPhone to the US, but doing so can lead to a much higher price for the smartphone. All of this hurt Apple Stock, which is about 20% below since the beginning of the year.

I see it as an opportunity to purchase because I do not think the purpose of America is to destroy the development of the object. It is possible that both sides reach a proper agreement. Meanwhile, Apple Stock may jump back in the coming months as a result of any positive news on this subject.

It is important to remember that Apple has created a very profitable smartphone empire, which has a tremendous trench, or competitive advantage, and these elements should support development over long periods. This means that now purchasing Apple can benefit in the coming months, but better, you were set for long -term victory.

3. Amazon

Amazon’s performance has been sluggish in recent times, with a decline of 3% for the year, amid concerns that tariffs can damage its e-commerce business and cloud computing Unit, Amazon Web Services (AWS).

But as mentioned above, the worst condition is avoided by tariff landscape, and the US is progressing on trade agreements. Therefore, I will not expect to see a big impact from the tariff on the development of Amazon.

One important thing is that Amazon has changed its cost structure again in recent years after facing rising inflation pressure. This helped the company return to development in only one year, and efforts have deployed it well to maximize the profit during future challenging times. So, these cost structure tricks should help manage the Amazon to manage any possible tariff position that moves forward. And events like Prime Day, which occur in the second half of the year, can help promote revenue.

AWS is also seeing a tremendous increase with its AI efforts, which has helped it reach an annual revenue run rate of $ 117 billion. We are still in a hurry in the AI ​​story, so I will expect to see the ongoing growth in the region, especially since AWS is the world’s number 1 cloud service provider.

Today, Amazon shared the trade for 34 times further earning estimates, an appropriate level that can motivate investors to buy – and help to take stock in another half.