The Motley Fool·2025-03-31 07:51Core Viewpoint - The article discusses the recent decline in AI-related stocks and suggests that investors should consider buying certain AI stocks for potential long-term gains. Group 1: Alphabet - Alphabet is viewed as a strong long-term investment in AI despite concerns about generative AI threatening Google Search and regulatory challenges [2] - The company is actively embracing generative AI, with its Google Gemini version 2.5 Pro ranked as the top large language model, enhancing user satisfaction and search usage [3] - Google Cloud is the fastest-growing cloud services provider, and Alphabet's Waymo self-driving car business is expected to dominate the autonomous ride-hailing market [4] Group 2: Amazon - Amazon's AWS remains the largest cloud services provider and is expected to continue growing, even if at a slower pace compared to competitors [5] - Amazon CEO Andy Jassy expressed optimism about AWS's future, predicting widespread incorporation of generative AI in applications [6] - Amazon's investment in AI innovator Anthropic, which has made significant advancements in AI models, is seen as a positive move [7] - The e-commerce segment of Amazon still has growth potential, with AI initiatives expected to enhance profitability and customer retention [8] Group 3: Nvidia - Nvidia's stock has faced significant declines, presenting a potential buying opportunity despite slowing growth and regulatory challenges [9] - The company remains a leader in AI chip production, with its new Blackwell platform expected to drive growth [10] - Nvidia's valuation has become more attractive following the sell-off, with a reasonable PEG ratio of 1.1, suggesting potential for future gains [11]