Resistant recovery on the stock exchange can continue. Among the momentary de -escalation of the US tariffs, the main indexes such as S&P 500 AND FTSE 100 They showed strength in recent weeks.

Many factors can still deraise the return of the stock exchange. Inflation is sticky, geopolitical tensions remain, and the tariff trial looks brittle. But investors who sit on the side may lose a great long -term purchase if share prices continue to grow.

With this in mind, these two actions are worth considering today after the falls of high share prices.

Amazon

Starting with the “wonderful seven”, Amazon (Nasdaq: Amzn) It looks attractive now. The price of Amazon shares has already regained the face of the “Liberation Day”, but still dropped by 16% compared to the peak of February.

It can be a fourth largest company in the world with market capitalization above 1.6 % of pounds, but Amazon seems ready for further expansion. His cloud processing unit is a great example.

Amazon Web Services (AWS) is the fastest growing company department and already claims that almost a third of the cloud service market. The growing adoption of artificial intelligence technology (AI) causes demand.

It quickly becomes a market leader in artificial intelligence. Internal systems drive novel data centers, reducing Amazon relying on Nvidia. It bodes well for AWS margins. His Trainium2 Chips cost about 40% less than the NVIDIA GPU. Plus Trainium 3Because it will be launched this year, it promises four times improvement in performance and better energy efficiency.

Tariffs remain a challenge for the basic activity of electronic trade. On the other hand, the 90-day tariff relief was agreed between the USA and China. However, both Beijing and Washington have already accused the second of violating a novel order. There is a lot of political risks over the company.

Price ratio for a forward to profit (P/E) Amazon above 31.1 leaves little space for an error. Having said this, such indicators cannot be viewed in insulation. I think that a costly valuation can be justified on the basis of the group’s growth potential. If the stock rally continued, I would not be surprised when Amazon shares pay a fee.

Melrose Industries

Turning to the household stock market capabilities, FTSE 100-LISTED Melrose Industries (LSE: MRO) is an aviation and defensive company that deserves a closer look. This is the main supplier of airframe structures Airbus AND Boeing.

The price of Melrose shares has dropped by 26% over the past year. Unchanged guidelines for FY24 results have damaged market trust. In addition, the company’s struggle with supply chain problems for aircraft components that can last for two years or longer.

Nevertheless, there are also many reasons for optimism. Last year, Melrose’s profit increased by 42% to 540 million GBP, and revenues increased by 11% to 3.5 billion GBP. Regardless of what fears investors can have about miniature -term forecast, it cannot be denied that these are excellent numbers.

Defense constitutes about one third of Melrose’s activity, and the components for F-35 fighters are a key source of revenues. When Prime Minister Starmer prepares Great Britain “readiness to fight the fight“And military budgets as part of the NATO alliance, the defense department is supporting the environment in order to ensure further development.

The long -term goal of revenues of £ 5 billion until 2029 also looks promising. Trade on the future of P/E below 14, I think Melrose Industries is a clear opportunity to consider today.