Stock Market Sell-Off: 2 Brilliant AI Stocks to Buy Hand Over Fist Right Now, According to Wall Street

Core Viewpoint - Economic uncertainty from President Trump's trade policies has led to a significant decline in the U.S. stock market, with the S&P 500 down 14% and the Nasdaq Composite down 19%. Despite this, Wall Street remains optimistic about Nvidia and Amazon, both of which have high buy ratings among analysts [1]. Nvidia - Nvidia specializes in accelerated computing, particularly in AI applications, and is known for its graphics processing units (GPUs) [3]. - The company holds an 84% market share in AI accelerators and over 50% in networking gear for generative AI workloads, with expectations to maintain this leadership through at least 2028 [4]. - Nvidia faces challenges due to new export controls on its H20 GPUs in China, which may result in a $5.5 billion charge and potential revenue loss of up to $18 billion this year [5]. - The stock is currently 33% below its high, presenting a buying opportunity, with earnings expected to grow at 38% annually through fiscal 2027 [6]. - Analysts project that Nvidia can outperform the S&P 500 over the next three to five years despite potential further declines due to upcoming semiconductor tariffs [7]. Amazon - Amazon has three key growth areas: e-commerce, digital advertising, and public cloud services, leveraging AI to enhance revenue and efficiency [8]. - The company operates the largest online marketplace outside of China and is developing around 1,000 generative AI applications to optimize operations [9]. - Amazon Web Services (AWS) is the leading public cloud service, with significant developments in AI, including the generative AI platform Bedrock and custom chips for AI tasks [10]. - Among analysts, 95% have a buy rating on Amazon, with an average target price of $255 per share, indicating a 47% upside from the current price of $173 [11]. - Amazon stock is currently 28% below its high, making it an attractive option for investors, with earnings expected to grow at 16% annually through 2026 [12]. - Similar to Nvidia, Amazon is also expected to outperform the S&P 500 over the next three to five years despite current market bearishness [13].