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12-06

Looking toward 2026, AI is likely to remain a dominant investment theme, with AI picks from Wedbush, as outlined by analyst Dan Ives, well-positioned to capture sector growth, though there are nuances to consider

The AI list includes heavyweights like NVIDIA (NVDA) and Microsoft (MSFT), while some of the newly added names, such as CoreWeave Inc (CRWV), IREN Ltd (IREN), and Shopify (SHOP), stand out as intriguing

CRWV specializes in AI infrastructure and GPU cloud services, SHOP enhances AI-driven e-commerce solutions, and IREN targets AI for energy and sustainability, given the growing demand trends, all are promising bets for the future

Top AI picks for 2026 remain NVDA due to its leadership in AI hardware and GPUs for model training, and MSFT for its dominant position in Azure cloud AI-driven computing and enterprise software, though other names on the list should not be dismissed given strong sector potential if the right niche is selected。。。

Tag :@Huat99  @Snowwhite  

2026 AI List: Do You Agree with Wedbush’s Picks?

@Tiger_comments：
AI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out: $MongoDB Inc.(MDB)$ delivered a major earnings beat and raised guidance. $Credo Technology Group Holding Ltd(CRDO)$ reported blowout top- and bottom-line results and issued a sharply higher-than-expected revenue outlook. $Salesforce.com(CRM)$ posted better-than-expected quarterly profit and raised its outlook. Dan Ives tweeted that the robust numbers from MongoDB, $Marvell Technology(MRVL)$ , and $CrowdStrike Holdings, Inc.(CRWD)$ are sending an important fundamental signal: the AI Revolution demand trend is spreading to other key areas of tech. He believes this will be a key theme in 2026 as the Fourth Industrial Revolution takes hold. Dan Ives also updated his AI 30 winner list ahead of 2026, expecting Big Tech to remain the dominant force in financial markets next year. He anticipates another year of strong gains, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial applications. However, he is updating his roster of potential stock market beneficiaries from the ongoing AI boom. Added: Neocloud $CoreWeave, Inc.(CRWV)$, bitcoin miner turned data center company $IREN Ltd(IREN)$ , and $Shopify(SHOP)$. Removed: $SoundHound AI Inc(SOUN)$ , $ServiceNow(NOW)$ $Salesforce.com(CRM)$ Questions: Will AI remain the main investment theme in 2026? Do you agree with Ives’ AI list? Are you bullish on the newly added names: CRWV, Shopify, and IREN? What’s your top AI pick? Leave your comments to win tiger coins! Cilck to join our recent TA challenge: Understand Market Signals! How to Spot $MSFT & $TSLA's Uptrend?
2026 AI List: Do You Agree with Wedbush’s Picks?

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