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The Smartest Growth Stocks to Buy Right Now

July 6, 2025
04:25 AM
5 min read
AI Enhanced
investmentstockstechnologye-commercemarket cyclesseasonal analysismarket

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The S&P 500 (^GSPC 0. 83%) is back to growth after declining for most of the year, and it's hitting new highs, recently up 5% year to date. When the market...

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5 min read

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investment

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Published

July 6, 2025

04:25 AM

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The Motley Fool

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Key Topics
investmentstockstechnologye-commercemarket cyclesseasonal analysismarket

The S&P 500 (^GSPC 0. 83%) is back to growth after declining for most of the year, and it's hitting new highs, recently up 5% year to date

When the market is down, investors tend to run to safe stocks, which can tect your investments under challenging conditions

As the market rallies, it might be a good time to reconsider growth stocks, which can drive high gains in good times

Here are some excellent candidates that look great ideas to me right now

Image source: Getty Images

Nvidia Nvidia (NVDA 1. 28%) is the top artificial intelligence (AI) chip ducer, and despite the hype, its stock is reasonably priced

It's up 1,500% over the past five years, and while there's no guarantee of future results, it looks to be headed higher

It reported outstanding results, again, for the 2026 fiscal fourth quarter, and the opportunity is still massive

Data centers are exploding, and agentic artificial intelligence (AI) is on the rise. "Countries around the world are recognizing AI as essential infrastructure, just electricity and the internet, and Nvidia stands at the center of this found transformation," CEO Jensen Huang said

Although there are other AI chip competitors, Nvidia has the most premium ducts, and it partners with the world's top AI platforms

If you didn't benefit from Nvidia's early rise, you can still benefit from its further growth

MercadoLibre MercadoLibre (MELI 1. 62%) is an e-commerce and fin giant in Latin America, and it has huge opportunities, as its target market embraces nology

The regions in which it operates lag behind other global the U

And China, giving MercadoLibre ample space to keep growing

Although it's a powerhouse, with a 64% (currency neutral) increase in revenue from last year, it only has $22 billion in trailing-12-month sales

That's fairly small for an industry giant, and investors should expect it to be able to keep that up

It continues to launch imvements to its marketplace and new ducts and services throughout its enterprise, and it applied for a bank charter in Mexico

These upgrades should drive engagement and growth as the company meets its customers' needs

Amazon Amazon (AMZN 1. 62%) is the largest U

E-commerce company by far, with nearly 40% of the market

But it's not relying on that to stay ahead; it's constantly adding ducts, imving its speed, and launching new services and segments to generate growth

Its most compelling opportunities today are in AI through Amazon Web Services (AWS), its cloud

AWS is the leading global cloud services vider, with 30% of the market

It's loading the platform with every shape and size of features and tools to give its clients the broadest exposure to AI development

Management says it's already a $100 billion, but it's its infancy

Echoing Nvidia's Huang, CEO Andy Jassy said, "From our perspective, we think virtually every application that we know of today is going to be reinvented with AI inside of it and with inference being a core building block, just compute and storage and database. " Amazon should benefit from the same AI tailwinds as Nvidia, and it has years of growth up ahead

Shopify Shopify (SHOP 1. 48%) is the other U

E-commerce giant, but it doesn't sell ducts directly to customers

It has a huge asment of e-commerce services that power millions of online merchants, and increasingly, physical stores as well

It's become more of a commerce company than an e-commerce company, integrating the digital and physical for a seamless experience

In fact, offline revenue is growing faster than the company total, up 33% year over year in the first quarter versus 27% for the total

Shopify is benefiting organically as e-commerce increases as a percentage of retail sales, and it's also bringing out new, imved features and targeting more types of clients

It has successfully moved from its target market of small es to capture greater market in medium-sized and enterprise es, and the larger es are where the biggest opportunities are

It's also launching more features internationally to grab more global market, where it's still behind other service viders

Taiwan Semiconductor Taiwan Semiconductor (TSM 0. 75%), or TSMC, is a foundry, and it duces the physical chips for the world's leading chip designers, Apple and Nvidia

It's growing at a healthy rate, with sales up 35% year over year in the 2025 first quarter, and it's another company benefiting from the rise of AI

However, since it makes all kinds of chips and has all kinds of customers, it's shielded from negative impact to any particular client or

In fact, while AI is its biggest segment right now, accounting for 59% of the total, smartphones make up a significant 28%

TSMC is the kind of leading, reliable giant that offers value for investors, but it's still in high-growth mode, making it a super stock for almost any kind of investor

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors

Jennifer Saibil has positions in Apple, MercadoLibre, and Taiwan Semiconductor Manufacturing

The Motley Fool has positions in and recommends Amazon, Apple, MercadoLibre, Nvidia, Shopify, and Taiwan Semiconductor Manufacturing

The Motley Fool has a disclosure policy.