Dec. 4 at 6:24 PM
Daniel Ives is a 4.75-star Wall Street Analyst at Wedbush adds
$CRWV $IREN &
$SHOP to his IVES AI 30 list heading into 2026 - he removed
$SOUN $NOW & CRM
Ives expects 2026 to be another robust year for the tech sector, w/ the AI Revolution taking center stage. The AI infrastructure developed throughout 2025 will pave the way for transformative monetization opportunities in 2026 & the years ahead, he added
Ives gave his rationale for adding the 3 stocks to his fund. CoreWeave stands to benefit from surging demand for AI computing power, including GPUs & specialized components, which are currently outstripping supply.
Iren’s strength lies in supplying large-scale power for AI, with a secured 3 gigawatts of capacity in North America & a plan to merge power supply w/ data centers.
Finally, he is optimistic about Shopify due to its strong push to integrate AI throughout its platform, improving customer experience, & operational efficiency.