Dec. 30 at 8:55 PM
Wedbush analyst Dan Ives named his top AI-related stocks to watch in 2026: Microsoft, Apple, Tesla, Palantir, and CrowdStrike. He expects Microsoft’s Azure cloud platform to see strong growth from rising AI infrastructure demand. Apple could begin monetizing AI technology, leveraging its massive iOS and iPhone user base under CEO Tim Cook through 2027.
Tesla’s self-driving technology and robotics, including the upcoming Cybercab, could boost its market capitalization to
$2 trillion. Palantir remains a key AI beneficiary, with sustained demand for its AI platform supporting its growth potential despite valuation concerns. CrowdStrike is highlighted as a cybersecurity company positioned to benefit from AI integration across its products.
All five companies are included in the Wedbush AI Revolution ETF (IVES), which is based on Ives’s research, though he is prohibited from holding the fund or the underlying stocks himself.
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