2026 AI List: Do You Agree with Wedbush’s Picks?

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12-04 23:26
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AI has been a hot investing topic in recent years! This week saw a very busy slate of SaaS earnings, with three companies standing out:

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.

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?

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2026 AI List: Do You Agree with Wedbush’s Picks?
Dan Ives 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. ---------- SaaS earnings are out, who is the best AI pick for 2026? Would Snowflake's dip a buying opportunity? Are you familiar with SaaS stocks or just hold $IGV ETF?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • LazyCat Invests
    00:19
    LazyCat Invests
    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.
  • Shyon
    12-04 23:37
    Shyon
    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 $Microsoft(MSFT)$ , 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.

    @Tiger_comments @TigerStars

  • highhand
    09:36
    highhand
    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
  • Alubin
    09:32
    Alubin
    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
  • Mkoh
    07:58
    Mkoh
    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.
  • Khikho
    05:51
    Khikho
    Dan Ives也更新了他的AI 30获奖名单2026年之前，预计大型科技公司明年仍将是金融市场的主导力量。
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