Author: Harsh Chauhan, The Motley Fool

The rapid adoption of cloud-based AI services is turning out to be a tailwind for these two names that have both seen their prices pull back in 2025.

Up 43% in the last month, its earnings are growing at an incredible pace thanks to a big improvement in its margins.

An acceleration in its growth, combined with its cheap valuation, makes it a no-brainer buy right now.

The recent sell-off has opened an opportunity for savvy investors to buy top companies at incredibly cheap valuations.

Both these names are playing a key role in boosting the adoption of AI and have witnessed a nice acceleration in their growth thanks to this technology.