Wedbush Securities analyst Dan Ives announced the top AI concept stocks he selected for 2026. Ives is widely regarded as one of Wall Street's biggest tech bulls. Surprisingly, Nvidia is not among them. Ives wrote in a note to investors on Monday: “Entering 2026, investors are both excited and nervous about the AI revolution.” He pointed out that this could be the fourth industrial revolution and mentioned concerns raised by providing the necessary capital for this revolution. To navigate what he calls an AI “inflection point,” he selected five top stocks. Three of them are only members of the so-called “Big Seven US stocks,” namely Microsoft, Apple, and Tesla. The other two are Palantir and CrowdStrike.

Wedbush Securities analyst Dan Ives announced the top AI concept stocks he selected for 2026. Ives is widely regarded as one of Wall Street's biggest tech bulls. Surprisingly, Nvidia is not among them. Ives wrote in a note to investors on Monday: “Entering 2026, investors are both excited and nervous about the AI revolution.” He pointed out that this could be the fourth industrial revolution and mentioned concerns raised by providing the necessary capital for this revolution. To navigate what he calls an AI “inflection point,” he selected five top stocks. Three of them are only members of the so-called “Big Seven US stocks,” namely Microsoft, Apple, and Tesla. The other two are Palantir and CrowdStrike.