Reward 500 Tiger-coinsAI 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!
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Comments
I think Dan Ives’ updated list makes sense. CoreWeave, IREN $IREN Ltd(IREN)$ , and Shopify $Shopify(SHOP)$ fit the growing need for compute, energy-heavy AI infrastructure, and AI-driven commerce. The removals also feel reasonable given their weaker positioning in the AI monetization curve.
My top AI pick remains the major platforms like Nvidia $NVIDIA(NVDA)$ or Microsoft $Microsoft(MSFT)$ , which still hold the strongest long-term advantage. Among the newly added names, CoreWeave $CoreWeave, Inc.(CRWV)$ looks the most compelling infra play. Overall, I stay bullish on the sector heading into 2026, especially as enterprise adoption continues accelerating.
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