2026 AI List: Do You Agree with Wedbush’s Picks?
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:
$MongoDB Inc.(MDB)$ 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?
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我认为丹·艾夫斯更新的名单是有道理的。CoreWeave，IREN $IREN Ltd(IREN)$ ，和Shopify $Shopify Inc(SHOP)$ 满足对计算、高耗能人工智能基础设施和人工智能驱动的商业日益增长的需求。考虑到它们在人工智能货币化曲线中的地位较弱，这些移除也是合理的。
我的首选人工智能仍然是Nvidia等主要平台 $英伟达(NVDA)$ 或微软 $微软(MSFT)$ ，仍持有最强的长期优势。在新增的名称中，CoreWeave $CoreWeave, Inc.(CRWV)$ 看起来是最引人注目的基础游戏。总体而言，我仍然看好该行业进入2026年，特别是随着企业采用率持续加速。
@Tiger_comments @TigerStars
2.艾夫斯人工智能榜单全面列出了所有主要科技公司
3.CoreWeave Shoplift Iren是科技公司而不是人工智能公司
4.我最喜欢的人工智能是$微软(MSFT)$
Check them in the history - “community distribution“
The AI list includes heavyweights like NVIDIA (NVDA) and Microsoft (MSFT), while some of the newly added names, such as CoreWeave Inc (CRWV), IREN Ltd (IREN), and Shopify (SHOP), stand out as intriguing
CRWV specializes in AI infrastructure and GPU cloud services, SHOP enhances AI-driven e-commerce solutions, and IREN targets AI for energy and sustainability, given the growing demand trends, all are promising bets for the future
Top AI picks for 2026 remain NVDA due to its leadership in AI hardware and GPUs for model training, and MSFT for its dominant position in Azure cloud AI-driven computing and enterprise software, though other names on the list should not be dismissed given strong sector potential if the right niche is selected。。。
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@Snowwhite
$MongoDB Inc.(MDB)$盈利大幅超出預期並上調指引。
$Credo科技集團控股有限公司(CRDO)$報告了井噴的頂線和底線業績，併發布了大幅高於預期的收入前景。
$Salesforce.com(CRM)$公佈好於預期的季度利潤並上調了前景。
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 @CaptainTiger