Explore expert recommendations for Apple, Microsoft, Alphabet, Infosys, Reliance, and more

The global stock markets continue to present a variety of investment opportunities as of June 12, 2025. Experts are recommending a carefully selected mix of large-cap technology companies, financial firms, consumer-oriented businesses, and special situation stocks. With the latest economic data and company updates, several stocks stand out for both short-term trades and long-term investments. 

Apple Inc. (AAPL) 

Apple remains one of the most trusted names in the stock market. Its stock is currently priced at $198.78. The company holds a strong position with a price-to-earnings (P/E) ratio of around 33.7 and earnings per share (EPS) of approximately 6.42. 

Apple continues to benefit from its steady growth in services like the App Store, Apple TV+, and iCloud. Even during times of economic uncertainty, its hardware products such as iPhones, iPads, and MacBooks maintain solid demand. Experts highlight Apple’s ability to generate recurring revenues, conduct aggressive share buybacks, and deliver consistent dividends as strong reasons to include it in investment portfolios. Despite trading at a premium valuation, its stable earnings and future growth make it a favored pick. 

Microsoft Corporation (MSFT) 

Microsoft’s stock is trading at $472.62, with a P/E ratio of about 28.9 and EPS of 12.93. The company is a global leader in cloud computing through its Azure platform and continues to expand its presence in artificial intelligence and enterprise software. 

Analysts emphasize Microsoft’s strong position in emerging technologies and stable enterprise demand. Its diversified business model helps it navigate economic shifts while still generating strong profits. Recent developments in international trade, especially between the United States and China, have also brought some positive sentiment for major technology firms like Microsoft. As a result, Microsoft remains a highly recommended stock for long-term investors. 

Alphabet Inc. (GOOGL) 

Alphabet, the parent company of Google, has a stock price of $177.35. Its P/E ratio stands at 16.9, and its EPS is about 9.15, making it one of the more reasonably priced technology giants compared to its peers. 

Alphabet continues to dominate digital advertising while also expanding rapidly in cloud services through Google Cloud. Its strong cash flow, diversified revenue streams, and dominant market position make it an attractive option for investors. Experts consider Alphabet undervalued, offering potential for price appreciation as global digital ad spending and cloud computing grow further. 

Infosys and Biocon (India-Focused Picks) 

India’s stock market is also seeing strong momentum, with stocks like Infosys and Biocon gaining attention. 

Infosys, a major IT services company, is being highlighted for its potential near-term gains, especially in the futures and options market. Its global client base and consistent contract wins add to its stability. 

Biocon, a pharmaceutical company, continues to attract attention due to its strong product pipeline and global expansion. Its focus on biosimilars, research services, and specialty products make it a key player in the growing healthcare market. 

Both stocks are seen as excellent choices for investors looking to tap into India’s growing economy and global reach. 

HDFC Bank, Reliance Industries, TCS, and Hindustan Unilever 

Several large-cap Indian stocks are receiving expert recommendations: 

HDFC Bank: Known for its strong management and stable financial performance. It remains a top pick among Indian banks due to its ability to manage asset quality and maintain profitability. 

Reliance Industries: Diversified across energy, telecommunications, and retail, Reliance is seen as a strong growth story. 

TCS (Tata Consultancy Services): A global leader in IT services with steady earnings and new digital transformation projects. 

Hindustan Unilever (HUL): A leading consumer goods company with a wide range of essential products that ensure steady sales even during economic downturns. 

Experts believe these companies offer both stability and growth potential for Indian and global investors. 

Tata Motors, Mphasis, and Hero MotoCorp 

Other notable Indian companies being recommended include: 

Tata Motors: Benefiting from strong domestic auto sales and an expanding electric vehicle portfolio. 

Mphasis: Focused on IT services, with strong demand in global outsourcing and digital solutions. 

Hero MotoCorp: A market leader in two-wheeler manufacturing, positioned well to capture domestic demand and potential export growth. 

These companies combine solid fundamentals with opportunities tied to India’s growing economy. 

Financials, Aerospace, Defense, Energy, and Utilities 

Certain sectors are expected to perform well in the current economic environment: 

Financials: Banks such as Capital One, Bank of America, and HDFC Bank are gaining from higher interest rates, which improve profit margins. 

Aerospace and Defense: Companies involved in defense contracts and aerospace development are expected to benefit from global geopolitical tensions. 

Energy and Utilities: These sectors offer protection against inflation and are also seeing increased investment in infrastructure projects, particularly those related to artificial intelligence and data center growth. 

These sectors provide a balance of growth and stability, making them attractive for portfolio diversification. 

Special Situation: GameStop (GME) 

GameStop is again drawing attention in the market. The company recently raised $1.75 billion through a convertible bond offering and is considering increasing its holdings in Bitcoin. Despite a recent earnings miss that caused its stock to fall by 11%, some experts see its pivot towards cryptocurrencies and digital assets as a high-risk, high-reward opportunity. 

Other Stocks to Watch 

Several other companies are being identified as solid picks: 

Toast: Positioned well with the reopening of restaurants and increased demand for digital ordering systems. 

Palantir: Specializing in data analytics and defense technologies, Palantir offers exposure to growing government contracts. 

Shopify: Continues to benefit from the rise of e-commerce and digital retail solutions. 

JPMorgan Chase: A strong financial institution well-positioned in the current high-interest-rate environment. 

EQT Corporation: Focused on energy infrastructure, offering both growth and inflation protection. 

Macroeconomic Context 

Several broader economic factors are influencing expert recommendations: 

U.S.–China Trade Relations: Discussions around tariffs, rare-earth mineral exports, and trade frameworks continue to impact global market sentiment. 

Inflation: U.S. consumer price inflation rose about 2.4% year-over-year in May. While inflation appears to be cooling slightly, it remains sticky enough to keep the Federal Reserve cautious about cutting interest rates. 

Interest Rates: Bond yields have slightly declined, easing pressure on sectors sensitive to interest rates. However, any decision by the Federal Reserve regarding future rate cuts remains closely watched. 

Earnings: Investors are closely monitoring corporate earnings to gauge whether consumer demand and business investment remain strong. 

Summary Investment Approach 

Experts are suggesting a balanced investment strategy: 

Core Holdings: Large-cap technology leaders like Apple, Microsoft, and Alphabet. 

Cyclical Plays: Financials (such as Capital One, Bank of America, and HDFC Bank), industrials (like Tata Motors and Hero MotoCorp), and energy/utilities for stability. 

Growth and Thematic Plays: Stocks tied to AI, cloud computing, defense, and digital commerce such as Palantir, Shopify, Toast, and Infosys. 

Special Situations: High-risk opportunities like GameStop for aggressive investors. 

Macro Protection: Energy and utilities provide inflation protection while benefiting from ongoing infrastructure investment.