NVIDIA and Amazon: 2 Growth Stocks to Buy as Inflation Eases

The article argues that cooling U.S. inflation is improving the outlook for growth stocks, especially technology and consumer discretionary names. June CPI eased to 3.5% year over year, with core CPI slowing to 2.6%, strengthening expectations that the Federal Reserve may eventually cut rates rather than hike again. Lower inflation and softer Treasury yields should support equity valuations and financing conditions. The piece highlights NVIDIA as a beneficiary of sustained AI infrastructure spending and accelerating Blackwell deployments, while Amazon is positioned to gain from stronger consumer purchasing power and continued AWS/cloud demand. Both stocks are presented as well-placed to outperform in a less restrictive rate environment, making the article broadly bullish on large-cap growth equities.