Mon Jul 14 14:20:00 UTC 2025: **AI Stocks Poised for Rebound: Amazon and Alphabet Highlighted as Potential Winners**
**[City, State] -** After a challenging first half of 2025, artificial intelligence (AI) stocks are showing signs of recovery, fueled by easing trade tensions and strong capital spending plans from tech giants. Investors are regaining confidence, and analysts are pointing to specific companies primed for growth in the latter half of the year.
Amazon (AMZN) and Alphabet (GOOGL) are among the leading contenders, according to The Motley Fool analysts. While Amazon’s stock remained stagnant in the first half due to tariff concerns, the company’s diverse product sourcing and proven ability to navigate difficult economic climates position it for future success. Amazon Web Services (AWS) is expected to benefit significantly from the ongoing AI infrastructure buildout.
Alphabet, despite experiencing a dip earlier in the year, has rebounded strongly and is poised for further gains. The company’s Google platform and Google Cloud business are thriving, driven by AI innovations. Specifically, Alphabet’s LLM is enhancing search experiences and advertising targeting, while Google Cloud’s AI products are driving revenue growth. An attractive valuation of 18 times forward earnings estimates further bolsters Alphabet’s appeal.
While Amazon and Alphabet are promising, the article references that The Motley Fool Stock Advisor identified 10 stocks they believe are better AI plays for investors, as Amazon didn’t make the cut.