*Walter Bloomberg
*Walter Bloomberg|Dec 30, 2025 14:31
NVDA - DAN IVES’ TOP AI STOCK PICKS FOR 2026 Artificial intelligence led markets in 2025, and Wedbush analyst Dan Ives expects new winners to emerge in 2026. His top AI-related picks are Microsoft, Apple, Tesla, Palantir, and CrowdStrike. Nvidia, despite leading the AI rally in recent years, was excluded as Ives focuses on “derivative” beneficiaries of AI spending across the broader tech ecosystem. Ives argues that every dollar spent on Nvidia chips drives an $8–$10 multiplier across other technology companies, positioning these firms to benefit most in the next phase of the AI cycle. Key highlights: 🔸 MSFT: Strong upside from Azure, with growth underestimated by the market; shares up 15.6% in 2025. 🔸 AAPL: Potential acceleration in AI could add $75–$100 per share over time; shares up 9.3%. 🔸 TSLA: 2026 seen as a breakout year for autonomous driving and robotics; shares up 13.8%. 🔸 PLTR: Viewed as a potential trillion-dollar market cap AI leader; shares up 143.5%. 🔸 CRWD: Growing enterprise adoption and expanding product suite; shares up 39.1%.(*Walter Bloomberg)
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