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2 Artificial Intelligence (AI) Stocks That Could Be Poised for a Big Second-Half Comeback

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The first half of the year has been somewhat of a rollercoaster ride for stocks — and investors. Though all three major indexes have now crossed into positive territory, that wasn’t the story just a few weeks ago. The S&P 500 index, the Dow Jones Industrial Average, and the Nasdaq Composite each sank in the early months of the year amid concerns that President Donald Trump’s import tariff plan would hurt the economy, earnings, and stock performance.

Since then, positive signs, such as initial trade deals and strong earnings reports, have eased investors’ minds, and as a result, the indexes rebounded. Still, certain growth stocks, such as some artificial intelligence (AI) players, remain in the doldrums and are heading for a first-half decline. Let’s take a look at two that could be poised for a big second-half comeback.

Image source: Getty Images.

1. Apple

As Trump announced his tariff plan, investors worried about what it could mean for Apple (AAPL 0.53%), in particular, because the company produces most of its iPhones in China, a country most highly targeted by tariffs. Though the president exempted electronics products, this exemption is temporary. He even threatened Apple recently with a 25% tariff on all imported iPhones.

Apple made a move to diversify its manufacturing base, promising that most U.S.-destined iPhones would soon be made in India, but that country faces tariffs, too. All this tariff uncertainty weighed on Apple stock, pushing it down by about 20% so far this year.

So, why should we expect a comeback in the second half? While Trump is serious about bringing manufacturing back to the U.S., it’s unlikely that he and his administration would make moves to destroy some of the country’s top companies, including Apple. We’ve seen signs of flexibility in initial U.S. trade deals with the U.K. and China, so it’s reasonable to expect a compromise with tech companies that won’t limit their growth.

Meanwhile, Apple is a well-established player with a strong financial situation. The company has more than $48 billion in cash and marketable securities. So, it has the resources to address challenges. At the same time, the smartphone giant has a newish growth engine in the form of services. Services revenue, thanks to Apple’s huge base of installed devices, has reached record levels quarter after quarter. This growth should continue as loyal Apple users continue to rely on the company for data storage, digital entertainment, and more.

All this means that today, Apple looks like a bargain, trading at 27 times forward earnings estimates, down from more than 35 times late last year. These levels offer it plenty of room to run, and it may do just that on any good news in the second half.

2. SoundHound AI

SoundHound AI (SOUN -1.11%) is a specialist in voice AI, with its technology powering voice systems in cars and restaurant ordering systems, to mention just two examples. The stock has plummeted 50% so far this year, but I see this as more of a buying opportunity than a reason to worry, and here’s why.

First, after a 150% increase in SoundHound shares over the past year, it’s not surprising that some investors may have locked in gains in recent times. Second, growth companies — particularly young growth companies — may struggle to expand during rough economic times, so investors’ concerns earlier this year led to a sell-off of these sorts of players.

Today, it’s important to look at SoundHound’s earnings performance and long-term prospects. The company is in high-growth mode, with revenue soaring 150% in the latest quarter as it expands its customer base across various sectors. This is key because use across industries lowers risk, meaning if one customer or industry suffers, SoundHound won’t necessarily suffer alongside it.

SoundHound has numerous patents protecting its technology, a system that immediately translates speech into meaning without the speech-to-text step. This results in speed and improved quality.

SoundHound’s rapid growth and revenue of $29 million in the quarter, along with the forecasted $140 billion AI voice market size, suggest that much more growth could be ahead for this voice specialist.

All this means that as uncertainty about the general economy lifts and SoundHound continues to deliver growth, the stock could roar higher in the second half of the year.



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The Greatest First Basemen of All Time According to Artificial Intelligence

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July 7, 2025

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In the intricate dance of Major League Baseball, the first baseman stands as a unique blend of offensive powerhouse and defensive anchor. They are the receivers of throws, the stretchers for outs, and often, the most prolific sluggers in the lineup. But who among these giants of the diamond truly represents the pinnacle of the position? Leveraging vast datasets of offensive metrics, defensive prowess, awards, and historical impact, Artificial Intelligence has meticulously analyzed the MLB careers of baseball’s greatest first basemen. The result is a definitive ranking of the top, based on an impartial assessment of their unparalleled contributions to the game.



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I asked ChatGPT to help me pack for my vacation – try this awesome AI prompt that makes planning your travel checklist stress-free

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July 7, 2025

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It’s that time of year again, when those of us in the northern hemisphere pack our sunscreen and get ready to venture to hotter climates in search of some much-needed Vitamin D.

Every year, I book a vacation, and every year I get stressed as the big day gets closer, usually forgetting to pack something essential, like a charger for my Nintendo Switch 2, or dare I say it, my passport.



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Denodo Announces Plans to Further Support AI Innovation by Releasing Denodo DeepQuery, a Deep Research Capability — TradingView News

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July 7, 2025

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PALO ALTO, Calif., July 07, 2025 (GLOBE NEWSWIRE) — Denodo, a leader in data management, announced the availability of the Denodo DeepQuery capability, now as a private preview, and generally available soon, enabling generative AI (GenAI) to go beyond retrieving facts to investigating, synthesizing, and explaining its reasoning. Denodo also announced the availability of Model Context Protocol (MCP) support as part of the Denodo AI SDK.

Built to address complex, open-ended business questions, DeepQuery will leverage live access to a wide spectrum of governed enterprise data across systems, departments, and formats. Unlike traditional GenAI solutions, which rephrase existing content, DeepQuery, a deep research capability, will analyze complex, open questions and search across multiple systems and sources to deliver well-structured, explainable answers rooted in real-time information. To help users operate this new capability to better understand complex current events and situations, DeepQuery will also leverage external data sources to extend and enrich enterprise data with publicly available data, external applications, and data from trading partners.

DeepQuery, beyond what’s possible using traditional generative AI (GenAI) chat or retrieval augmented generation (RAG), will enable users to ask complex, cross-functional questions that would typically take analysts days to answer—questions like, “Why did fund outflows spike last quarter?” or “What’s driving changes in customer retention across regions?” Rather than piecing together reports and data exports, DeepQuery will connect to live, governed data across different systems, apply expert-level reasoning, and deliver answers in minutes.

Slated to be packaged with the Denodo AI SDK, which streamlines AI application development with pre-built APIs, DeepQuery is being developed as a fully extensible component of the Denodo Platform, enabling developers and AI teams to build, experiment with, and integrate deep research capabilities into their own agents, copilots, or domain-specific applications.

“With DeepQuery, Denodo is demonstrating forward-thinking in advancing the capabilities of AI,” said Stewart Bond, Research VP, Data Intelligence and Integration Software at IDC. “DeepQuery, driven by deep research advances, will deliver more accurate AI responses that will also be fully explainable.”

Large language models (LLMs), business intelligence tools, and other applications are beginning to offer deep research capabilities based on public Web data; pre-indexed, data-lakehouse-specific data; or document-based retrieval, but only Denodo is developing deep research capabilities, in the form of DeepQuery, that are grounded in enterprise data across all systems, data that is delivered in real-time, structured, and governed. These capabilities are enabled by the Denodo Platform’s logical approach to data management, supported by a strong data virtualization foundation.

Denodo DeepQuery is currently available in a private preview mode. Denodo is inviting select organizations to join its AI Accelerator Program, which offers early access to DeepQuery capabilities, as well as the opportunity to collaborate with our product team to shape the future of enterprise GenAI.

“As a Denodo partner, we’re always looking for ways to provide our clients with a competitive edge,” said Nagaraj Sastry, Senior Vice President, Data and Analytics at Encora. “Denodo DeepQuery gives us exactly that. Its ability to leverage real-time, governed enterprise data for deep, contextualized insights sets it apart. This means we can help our customers move beyond general AI queries to truly intelligent analysis, empowering them to make faster, more informed decisions and accelerating their AI journey.”

Denodo also announced support of Model Context Protocol (MCP), and an MCP Server implementation is now included in the latest version of the Denodo AI SDK. As a result, all AI agents and apps based on the Denodo AI SDK can be integrated with any MCP-compliant client, providing customers with a trusted data foundation for their agentic AI ecosystems based on open standards.

“AI’s true potential in the enterprise lies not just in generating responses, but in understanding the full context behind them,” said Angel Viña, CEO and Founder of Denodo. “With DeepQuery, we’re unlocking that potential by combining generative AI with real-time, governed access to the entire corporate data ecosystem, no matter where that data resides. Unlike siloed solutions tied to a single store, DeepQuery leverages enriched, unified semantics across distributed sources, allowing AI to reason, explain, and act on data with unprecedented depth and accuracy.”

Additional Information

  • Denodo Platform: What’s New
  • Blog Post: Smarter AI Starts Here: Why DeepQuery Is the Next Step in GenAI Maturity
  • Demo: Watch a short video of this capability in action.

About Denodo

Denodo is a leader in data management. The award-winning Denodo Platform is the leading logical data management platform for transforming data into trustworthy insights and outcomes for all data-related initiatives across the enterprise, including AI and self-service. Denodo’s customers in all industries all over the world have delivered trusted AI-ready and business-ready data in a third of the time and with 10x better performance than with lakehouses and other mainstream data platforms alone. For more information, visit denodo.com.

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pr@denodo.com



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