The article highlights four AI stocks—Nvidia, Alphabet, Adobe, and Amazon—that could experience significant growth in the second half of 2025. It discusses factors like Nvidia's potential reapproval of a China export license, Alphabet and Adobe's discounted valuations relative to the S&P 500, and Amazon's cloud computing growth driven by AI demand.

Alphabet Inc. (GOOGL) saw a 20% surge in shares after reporting strong Q2 earnings, driven by 14% YoY revenue growth ($92.1B) and 28% YoY operating income increase. Google Search and Google Cloud outperformed expectations, with Cloud revenue up 26% to $10.4B and operating profit of $1.1B. The company announced a $70B share repurchase program and maintained a $118B cash balance.

Analysts are largely bullish on Alphabet's stock ahead of its second-quarter earnings report, citing growth potential in advertising and cloud services. A pending antitrust ruling could impact Google's Chrome browser and its competitive position in AI, with Wall Street closely watching the outcome.

The article highlights Alphabet, Manhattan Associates, and AT&T as tech companies that experienced significant surges in retail chatter on Stocktwits following their better-than-expected second-quarter earnings reports. The companies saw dramatic increases in retail sentiment and message volume, with Alphabet's chatter rising 506% in 24 hours, while Manhattan Associates and AT&T saw 500% and 430% increases, respectively.

Samsung Electronics is seeking alternatives to Alphabet's AI Assistant Gemini for its Galaxy S26 phones, exploring partnerships with Microsoft-backed OpenAI and Perplexity AI. The company is also evaluating new processors for the Galaxy S26 and reducing reliance on Qualcomm. Alphabet's stock (GOOGL) rose despite these developments, with analyst ratings indicating a Strong Buy consensus.