Dan Ives Predicts a Strong Second Half for Tech. 2 Top AI Stocks to Buy Now.

Nology stocks, last year's big drivers of stock market gains, looked as if they were running out of that positive momentum just a few months ago

President Donald Trump announced plans for import tariffs, and investors worried that the move would crush corporate earnings and the general economy

But recent trade talks and deals reached -- including a trade agreement with China -- have eased investors' fears, allowing stocks to resume their upward path

And this trend may be far from over, according to one of the most watched analysts

Dan Ives of Wedbush, in an interview with Bloomberg, predicted a strong second half for nology stocks, calling this the "golden age" for the industry

He spoke of artificial intelligence (AI) stocks as having much more room to run and even said we're at "10 p

In the AI party that goes to 4 a. " The infrastructure buildout remains, and on top of this, new phases of AI growth are just beginning or yet to come, from the widespread use of AI agents for applying AI to real-world situations to the launch of humanoid robots

Against this backdrop, here are two top AI stocks to buy now to potentially benefit from explosive growth as this story develops

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The company has played a key role in the earliest stages of AI, with GPUs powering the training and inference of models

This has helped Nvidia's earnings roar higher

On a quarterly basis, revenue and net income have increased by double or even triple digits

Now, Nvidia also has what it takes to accompany customers through the rest of the AI adventure

The giant has rolled out enterprise software, networking equipment, and AI systems tailored to specific industries

Nvidia is even getting involved in the hot growth area of quantum computing, as it recently announced the construction of a specific re center in Boston

All this bodes well for growth, and in addition to this, Nvidia is making an important move to ensure its leadership over time: The company has put the focus on innovation, committing to updating its GPUs annually

Since Nvidia already sells the highest-performance GPUs, it will be difficult for rivals to catch up

Today, Nvidia s trade for 36 times forward earnings estimates, down from 50 times earlier in the year

This is a reasonable price now and may even be considered dirt cheap if we imagine where Nvidia may be a few years down the road

That's because the growth story of its commercial may be in its early days, and the U

Government's focus on efficiency could result in solid growth for Palantir's government

Palantir sells software that helps customers aggregate their data and use it to make key decisions, gain efficiency, or advance their strategies

The company launched an AI-powered system, its Artificial Intelligence Platform (AIP), two years ago, and since then, demand and revenue have roared higher

Quarter after quarter, Palantir has reported double-digit revenue growth for both its government and commercial es and has successfully balanced growth and fitability

AIP has particularly supercharged the commercial, with customers growing from a handful just a few years ago into the hundreds today

And Palantir's bootcamp training sessions, which help customers see how AIP can work for them in a matter of hours, have translated into major deals for the company

But as analyst Dan Ives has said, when looking at certain stocks, traditional valuation metrics often overlook the story several years down the road

Palantir's growth is going strong, and the company offers customers an easy and efficacious way to apply AI to their es -- and that means this AI giant could continue to roar higher in the second half and beyond

Adria Cimino has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Nvidia and Palantir nologies

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