🔥 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....

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

$SaaS Concept(BK4528)$ $Credo Technology Group Holding Ltd(CRDO)$ SaaS titans are erupting like volcanoes in the AI landscape – MongoDB rocketed 15% after-hours on a Q3 revenue crush to $628 million (up 19% YoY, smashing $592 million estimates) and a 30% Atlas surge, while Credo Technology blasted 12% on $268 million Q2 sales (272% YoY leap) and $335-345 million Q3 guidance amid optics frenzy for data centers. These pops aren't isolated fireworks; they're flares from the exploding AI ecosystem where Google's $91-93 billion capex blitz is pulling hyperscalers into a $1 trillion vertical AI gold rush, outpacing traditional SaaS with 23.8% annual growth forecasts to $355 billion by 2029. As CrowdStrike, Sn

$UiPath(PATH)$ is scheduled to report its Fiscal Q3 2026 earnings tomorrow, Wednesday, December 3, 2025, after the market close. This creates a very active window for short-term trading. Here is an analysis of the setup, the critical metrics to watch, and the potential trading opportunities. Current Sentiment: Cautiously Neutral. The stock has been consolidating around the $13–$14 level. Institutional interest has been rising (positioning for a turnaround), but analyst ratings remain mixed ("Hold" consensus), waiting for proof that growth has stabilized. The Narrative Shift: UiPath is pivoting its story from simple RPA (Robotic Process Automation) to "Agentic Automation" (AI agents that can act autonomously). The market wants to see if this buzzwo

AI Turns Databases Into New Infrastructure Winners: What MongoDB Signals For Snowflake $MongoDB Inc.(MDB)$   has now delivered back-to-back upside quarters in FY2026. After a big beat in Q2, fiscal Q3 (for the quarter ended October 31, 2025) again came in well ahead of Wall Street expectations and the company raised full-year guidance on both revenue and earnings. Shares jumped roughly 15–20% in after-hours trading as investors repriced the stock on stronger growth and margins. For most retail investors, "database" sounds like an IT plumbing topic, not an AI story. But in 2025, the logic is flipping: if AI is the new "application layer," then databases are increasingly the "data operating system" that everyt

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

🌟🌟🌟 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

I believe AI will stay the dominant theme in 2026. Recent results from MDB, MRVL, and CRWD show that AI demand is broadening beyond hyperscalers into software and security, signaling a long-term structural trend rather than a short cycle. 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(MS

If you’re looking for the single strongest AI pick right now, NVIDIA (NVDA) stands out as the top choice, thanks to its dominance in AI chips and data-center GPUs, which power most of today’s advanced AI models. Demand for AI infrastructure keeps exploding, and NVIDIA sits at the center of that growth, giving it both high momentum and long-term staying power. Microsoft (MSFT) is a close second, offering broad AI exposure through cloud, software, and enterprise adoption, while AMD (AMD) provides a higher-risk, higher-reward alternative as it pushes aggressively into AI hardware. Overall, NVIDIA remains the most direct and powerful play on the AI boom.

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.

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

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

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 $Alphabet(GOOG)$