🔥 2026 AI List Deep Dive: Do You Agree with Wedbush’s Picks? Dan Ives just refreshed his AI-30 winners list for 2026 — and the reshuffle says a lot about where the next wave of AI gains may come from. He expects Big Tech to push another ~20% climb in 2026 as AI shifts from hype to real commercial scale. Here’s the in-depth breakdown with added context, signals, and risks. ⚡️ ⸻ 1) What Wedbush Actually Changed — and Why It Matters 🧭 Ives’ latest update moved the list away from classic SaaS giants and toward GPU infra, data infrastructure, and commercial-ready platforms. Adds ➕: CoreWeave, IREN, Shopify Removals ➖: ServiceNow, Salesforce, SoundHound Why this is meaningful: • ⚙️ Compute capacity becomes the bottleneck → GPU clouds gain pricing power • 🧠 Data infrastructure becomes the monetiz

I trust Tom Lee much more than Dan Ives. He lack clarity and has never explain financial related details of his stock pick. Shallow talks. He basically follow news feeds from Yahoo Finance, CNBC and etc....

Yes. AI is the technology trend for 2026. The company I support mostbos Google.

Not familiar. Will buy etf if price is good..

🌟🌟🌟 It is gratifying to know that my 2 top picks $Alphabet(GOOG)$ and $NVIDIA(NVDA)$ is in Wedbush's 2026 list . I share Dan Ives' bullish outlook on the AI revolution which is based on the core thesis that the market is still underestimating the scale and long term impact of artificial intelligence. I like Dan Ives' idea of the "4th Industrial Revolution" - the beginning of a multi decade build out rather than a speculative bubble . @Tiger_comments @TigerStars @Tiger_SG @TigerClub

The strongest AI candidate in 2026 Dan Ives’ revised AI-30 framework suggests that infrastructure-layer AI names remain the most advantaged going into 2026. The companies with the clearest revenue visibility, deep enterprise penetration and defensible moats continue to be the hyperscalers and critical-infrastructure vendors. For 2026, the strongest overall AI pick is still Microsoft. It benefits from four reinforcing drivers: 1. Copilot embedded across Windows, Office and Azure 2. Cloud-scale AI infrastructure 3. The most proven enterprise distribution 4. Early monetisation already showing up in growth reacceleration This makes it the clearest “AI monetisation now” story, not merely a future optionality play. --- Is Snowflake the buying opportunity? Snowflake remains one of the purest ente

Dan Ives is back with a fresh shakeup to his popular IVESAI 30 list. The veteran tech analyst at Wedbush just added two red-hot AI pure-plays in CoreWeave (CRW), Iren (IREN), and another tech giant, Shopify (SHOP), to his roster of AI winners heading into 2026. In this article I would like to share why I prefer to look at high-quality AI stocks in 2026, and here is a forward-looking analysis on why investors may favor high-quality tech names like $Alphabet(GOOGL)$, $Amazon.com(AMZN)$ Amazon (AMZN), $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR), $NVIDIA(NVDA)$ Nvidia (NVDA), and

yes AI has so many legs to go... for AI go for the top names, that's all you need. PLTR and those Big tech.  although he took away CRM... CRM just getting started...it going back all time highs man... buy it now. last chance. not financial advice just enthusiasm

Believe AI will remain as the main investment theme in 2026. So far the capabilities are just merely explored, much more can be done and much more to explore in 2026 and beyond

While Ives includes Palantir in his "AI 30," my top individual pick, prioritizing pure-play enterprise monetization and untapped government market leverage, would be Palantir Technologies (PLTR).Palantir has the highest potential growth curve tied to the moment enterprises actually integrate AI into their core operations. It is the specialist designed for this exact inflection point.

Who knows when the AI love affair will end. If it works out then lots of job losses ahead and mega profits galore at $Microsoft(MSFT)$ and $Alphabet(GOOG)$

AI will remain the dominant theme for 2026 for sure

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

yes spotify

AI will most likely remain the main investment theme in 2026 as big tech pours trillions into AI infrastructure and investors are weighing the profits vs risks.

Thank you AI sector

yes, I still think AI will remain the dominant theme in 2026. I am neutral on Dan Ives list and my conviction is still with Nvidia, Microsoft, Google and Apple. These are the ones I can sort of understand.

AI will remain the dominant stock market force in the near future. My top AI pick is GOOGL. Out of the newly added ones, my favourite is Shopify.