Artificial Intelligence (AI) Shares Rise on News of Iran War Ending. Here Are 3 Great Ones You Can Download Now.
The market has been showing a big comeback since the Iran war was announced last week. I S&P 500 it has rebounded and is near a year-to-date low as of this writing, driven by low oil prices and some relief about what that means for the economy.
Artificial intelligence (AI) stocks make up a large portion of the weighted index, and high prices in the space are driving its returns. Oil is used for many purposes and affects many industries. In AI, that is reflected in the energy that powers data centers, in addition to how energy costs generally affect trade and inflation.
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As AI stocks rise, Alphabets (NASDAQ: GOOG), Nvidia (NASDAQ: NVDA)again Amazon (NASDAQ: AMZN) There are three very good shares that you can download.
Alphabet, Google’s parent company, has become an AI superstar, and its ability to take what was once a major threat and turn it into an advantage speaks to its resilience and power. When ChatGPT first appeared almost three years ago, it launched another popular search engine, which is Alphabet’s bread and butter: Google controls about 90% of search traffic. But the company has developed its own, competing language model, Gemini, which is very popular, with 750 million active users every month. It also offers an AI mode in its standard Google search, and Google is now a fully powered AI search engine.
Gemini contributes to the Alphabet business in several other important ways. It has resulted in an improved advertising business, as marketers can tap into the power of AI to create precise marketing campaigns with a robust and accurate set of analytics.
It also provides opportunities for the company’s cloud customers to engage and develop their own AI applications using Gemini and other AI platforms. The cloud business was on fire, with sales up 48% year over year in the fourth quarter of 2025. Customers are hungry for AI products, and the cloud backlog increased 55% in the fourth quarter to $240 billion.
As AI explodes, Alphabet has a place at the table. But because it’s so much more than AI, it’s a solid long-term value bet.
Nvidia is the poster child for AI, but has failed to impress the market recently. Investors have been concerned that hyperscalers are overspending and may not be able to recoup their investment, and if spending slows down, Nvidia will be hit hard.
However, management remains confident that spending will continue and that the end will come. CEO Jensen Huang recently estimated that there is a possibility of $1 trillion by 2027, and sales growth is increasing. The market is finally starting to believe that Nvidia, even the most valuable company in the world today, still has a long road to growth.
It’s releasing new products at a pace that’s hard to keep up with, and it just launched its latest platform, the Vera Rubin line. The ruby chips are faster and cheaper than Blackwell’s previous line, and Nvidia says it has commitments up to 2027.
Nvidia stock is still about 11% off its all-time high, and now might be a good time to buy the stock before it goes up again.
Amazon is the world’s largest cloud provider, accounting for nearly a third of the market. That gives it an edge in AI development, as it has great exposure and opportunity. That is why it is making the biggest investment in AI for all hyperscalers, who expect to spend $200 billion in 2026 alone. As unbelievable as that sounds, CEO Andy Jassy said the company is “making money faster than we can put it in.”
Amazon Web Services (AWS), the cloud business, grew 24% year over year in the fourth quarter, the highest rate in 13 quarters. That’s over a base of $35.6 billion, or a running average of $142 billion. The AI business is primarily in AWS, where Amazon provides AI development services to its large base of cloud customers, which continue to grow every quarter, including new and expanded deals with top names such as Visa, Lyftand the US Air Force in the fourth quarter.
It also has its own chip business that competes with Nvidia on price, and this business is growing in triple digits, reaching a run rate of 10 billion dollars in the fourth quarter.
Amazon stock is also rising with the market, which may have been underestimating its long-term opportunity, but you can still buy into its growth story.
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Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions and recommends Alphabet, Amazon, Lyft, Nvidia, and Visa. The Motley Fool has a policy of disclosure.
Artificial Intelligence (AI) Shares Rise on News of Iran War Ending. Here Are 3 Great Ones You Can Download Now. was originally published by The Motley Fool
