The market has seen a significant recovery since last week’s announcement of a ceasefire in Iran. of S&P500 As of this writing, it has rebounded and is roughly flat since the start of the year, on the back of lower oil prices and reassurance about what that means for the economy.
Artificial intelligence (AI) stocks make up the bulk of the weighted index, with rising stocks in this sector driving the recovery. Petroleum is used for various purposes and affects many industries. In the case of AI, in addition to the general impact of energy costs on commerce and inflation, it also shows up in the energy that powers data centers.
As AI stocks rise, alphabet (GOOG 0.20%), Nvidia (NVDA +2.59%)and Amazon (AMZN +2.05%) Here are three great stocks to cover.
Image source: Getty Images.
1. Alphabet
Google’s parent company Alphabet has become a star in AI, and its ability to take what was once a major threat and turn it into an advantage speaks to its durability and strength. When ChatGPT first appeared about three years ago, it presented an alternative to the standard search engine that is the bread and butter of Alphabet. Google controls about 90% of search traffic. However, the company has developed its own competing large-scale language model, Gemini, which has become an extremely popular language model with 750 million monthly active users. Regular Google Search also offers an AI mode, making Google a fully AI-powered search engine.
Today’s changes
(-0.20%) $-0.65
current price
$315.72
Key data points
Market capitalization
$3.8 trillion
daily range
$314.54 -$319.50
52 week range
$148.40 -$350.15
volume
12M
average volume
22M
gross profit
59.68%
dividend yield
0.27%
Gemini also contributes to Alphabet’s business in several other important ways. It has led to improvements in the advertising business as advertisers can harness the power of AI to create accurate marketing campaigns with a robust and accurate set of analytics.
It also provides opportunities for the company’s cloud clients to work on and develop their own AI apps using Gemini and other AI platforms. The cloud business is doing well, with sales increasing 48% year-on-year in the fourth quarter of 2025. Customers are hungry for AI products, and cloud backlog rose 55% to $240 billion in the fourth quarter.
As AI explodes, Alphabet is playing a key role. But this is much more than AI, so you can be sure of long-term value.
2. Nvidia
Nvidia is the poster child for AI, but it hasn’t been able to make an impression on the market lately. Investors are concerned that hyperscalers are overspending and may not be able to recoup their investments, and any slowdown in spending would have a major impact on Nvidia.
However, management remains confident that spending will continue and that there will be a windfall. CEO Jensen Huang recently assessed that the company has a $1 trillion opportunity by 2027 and that revenue growth is accelerating. The market is finally starting to believe that even though Nvidia is the most valuable company in the world today, it still has a long runway of growth.
Today’s changes
(2.59%) $4.76
current price
$188.67
Key data points
Market capitalization
$4.6 trillion
daily range
$184.32 – $190.00
52 week range
$95.04 – $212.19
volume
5.9 million
average volume
179M
gross profit
71.07%
dividend yield
0.02%
The company releases new products at a pace that’s hard to keep up with, and recently launched its newest platform, the Vera Rubin series. The Rubin chips are faster and cheaper than the previous Blackwell series, and Nvidia says it has a contract through 2027.
Nvidia stock is still down about 11% from its high, so now might be a good time to buy the stock before it spikes again.
3. Amazon
Amazon is the world’s largest cloud provider, accounting for approximately one-third of the market. This gives you the greatest exposure, opportunity, and edge in AI development. That’s why the company is making the largest AI investment of all hyperscalers, expected to spend $200 billion in 2026 alone. As unbelievable as it may sound, CEO Andy Jassy said the company is “monetizing capacity as quickly as we can install it.”
Today’s changes
(2.05%) $4.78
current price
$238.43
Key data points
Market capitalization
$2.6 trillion
daily range
$235.20 -$240.43
52 week range
$165.28 – $258.60
volume
3M
average volume
51M
gross profit
50.29%
Cloud business Amazon Web Services (AWS) posted a 24% year-on-year increase in the fourth quarter, the highest growth rate in 13 quarters. That’s a huge base of $35.6 billion, or a run rate of over $142 billion. The AI business primarily runs on AWS, and Amazon provides AI development services to a huge base of cloud customers. AWS continues to grow each quarter, including new and expanded deals with notable companies such as: visa, liftUS Air Force in the fourth quarter.
The company also has its own chip business, which competes with Nvidia on price, and is growing at triple digits, with a run rate of $10 billion in the fourth quarter.
Amazon’s stock price has rebounded with the market potentially underestimating its long-term opportunity, but we can still support the company’s growth story.
