S&P 500 Recovery and AI Stock Opportunities
The S&P 500 has rebounded from a steep decline of approximately 19% during the first four months of 2025. Key stocks offering exposure to artificial intelligence (AI) include Nvidia (NASDAQ: NVDA), ASML (NASDAQ: ASML), and Amazon (NASDAQ: AMZN). As of now, Nvidia trades at about 52.5 times operating cash flow and a trailing P/E ratio of 53, both cheaper than its historical averages. ASML, while trading at a trailing P/E of 33.7, has a five-year average P/E of 40.8.
In contrast, Amazon has climbed merely 2.6% in 2025, lagging behind the S&P 500’s 6.4% growth. Its stock currently trades at 36.7 times trailing earnings, significantly lower than its five-year average P/E of 64.1. Despite challenges, these companies present varied opportunities for investors seeking AI-related exposure.
