Wedbush's strongly recommended 16 AI stocks: NVIDIA and Palantir leading the way, optimistic about the AI revolution entering a new stage.

Wedbush has recommended 16 artificial intelligence (AI) related stocks as key investment opportunities, including NVIDIA Corporation (NVDA.US) and Palantir Technology (PLTR.US), advising investors to seize the investment opportunities in the "AI revolution" for the remainder of this year and the beginning of 2026. Analysts led by Daniel Ives stated, "We believe that the AI revolution is entering the next growth stage. On one hand, there is a wave of capital expenditure by tech giants; on the other hand, enterprise AI applications across industries are experiencing explosive growth, driving the emergence of winners in the AI race in the tech sector." The analysts pointed out that the market dynamics over the past six weeks have provided key evidence in support of their bullish view on the "AI revolution" - cloud computing giants such as Microsoft Corporation (MSFT.US), Amazon.com, Inc. (AMZN.US), and Alphabet's Alphabet Inc. Class C (GOOGL.US) are leading an unprecedented capital expenditure cycle. The analysts further added that the robust financial report released by NVIDIA Corporation last week, and CEO Jensen Huang's interpretation of market demand, indicate that AI spending is no longer limited to tech giants, but is gradually extending to governments, enterprises, energy sector capacity building, and overall infrastructure development globally. Ives and his team stated, "This confirms our view that in the next 3-6 months, the 'second, third, and fourth level derivative opportunities' of the AI revolution will gradually emerge." The following are the stocks mentioned by Wedbush as key stocks to watch, which the firm believes are "the best choices to seize the AI revolution from the remainder of this year to the beginning of 2026, and are extremely valuable in the tech sector": Highly recommended AI software stocks: Palantir (PLTR.US), MongoDB (MDB.US) Top AI chip stocks: NVIDIA Corporation (NVDA.US), AMD (AMD.US) Stocks expected to dominate the consumer AI sector: Meta Platform (META.US) High-quality cybersecurity stocks under the AI theme: CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US) Big cap stocks to watch before the year ends: Alphabet (GOOGL.US), Microsoft Corporation (MSFT.US) Stocks with potential to achieve AI business transformation in the future: Apple Inc. (AAPL.US), Tesla, Inc. (TSLA.US) High-quality stocks in the AI energy sector: Oklo (OKLO.US), GE Vernova (GEV.US) Undervalued AI Siasun Robot & Automation conceptual stock: Serve Robotics (SERV.US) High-quality infrastructure stocks under the AI theme: CoreWeave (CRWV.US), Nebius (NBIS.US) Analysts stated that the growth in the AI sector is mainly driven by a few American tech giants, with their capital expenditures amounting to nearly $350 billion this year. As more global enterprises and governments join the AI investment ranks, the "follow-up forces" in this sector are gradually entering the scene. The Ives team stated, "Pessimists may be concerned about the current valuations and skeptical of the historic rise in tech stocks in this round, but we emphasize that if valuation is judged only by the next year's price-earnings ratio (P/E.US), then every tech stock with transformative growth potential in the past 20 years would have been missed." The analysts further pointed out that the performance growth of stocks such as Palantir in the coming years will further support their valuation; although there may be some market pullback, "considering the seismic impact of Palantir's AI core technology disrupting the software industry, we believe that the company's market value is expected to exceed $1 trillion within the next 2 to 3 years."