The stock market has endured a lot of uncertainty at the start of the year. Tariffs led to sharp declines in most equities, but as the path gets clearer, stocks seem to be on the rise.

Does the recent rally present a buying opportunity for big-cap stocks or is it better to hold back? These are some of the things to keep in mind about the corporate giants before deciding if they make sense for your portfolio.

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Apple Remains Buffett’s Favorite

David Kass, clinical professor of finance at the University of Maryland’s Robert H. Smith School of Business, said Apple looks attractive at its current valuation. The recent dip and Buffett’s praises indicate the market may have been too harsh on this stock.

“I strongly recommend Apple to invest in right now. Apple has declined by about 20% year-to-date, providing an attractive entry point. It currently represents the largest equity holding of Warren Buffett’s Berkshire Hathaway portfolio and was singled out with praise at Berkshire’s annual meeting on May 3. Its dominant role in the smartphone market and its high profit margins are likely to continue in the foreseeable future.”

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Politics, Valuation and Sales Declines Weigh on Tesla

Although Kass is bullish on Apple, he doesn’t have the same perspective on Tesla stock. He highlighted a few concerns that may plague Tesla for a bit.

“I would take a cautious view of the outlook for Tesla . Although it has declined 26% year-to-date, it is still trading at an elevated forward P/E of 144 (next 12 months). Its most recent sales of new vehicles were disappointing and Elon Musk now faces ‘reputational risk’ as a result of his somewhat unpopular actions leading DOGE (Department of Government Efficiency) .”

Nvidia Remains the AI Leader

Nvidia has been in the spotlight for many years and speculation around chip restrictions, plus the now-forgotten DeepSeek drama, has put a lot of pressure on Nvidia’s price . Kass views it as a buying opportunity.

“Nvidia is very attractive at its current price. It has declined 13% year-to-date and trades at a relatively small premium to the S&P 500 with a forward P/E of about 27. It is at the forefront of the latest chip technology and will be dominating the production of AI chips for the foreseeable future.”

Amazon’s Online Retail Dominance Gives It an Edge

Kass also explained that Amazon’s successes with e-commerce position it to perform well in the long run. He views the recent dip as a buying opportunity.