Wedbush strongly recommends 16 AI stocks: Nvidia and Palantir lead, optimistic that the AI revolution will enter a new stage

The Zhitong Finance App learned that Wedbush focused on recommending 16 artificial intelligence (AI) related stocks, including Nvidia (NVDA.US) and Palantir Technology (PLTR.US), and advised investors to seize the investment opportunities of the “AI revolution” through these targets for the rest of this year and the beginning of 2026.

A team of analysts led by Daniel Ives (Daniel Ives) said, “We believe the AI revolution is entering the next phase of growth. On the one hand, the capital expenditure (capex) of tech giants is trending; on the other hand, enterprise-level AI application cases in various industries are exploding, and these two points are jointly driving the emergence of a number of winners on the AI circuit in the tech sector.”

Analysts pointed out that market dynamics over the past six weeks provided key evidence for its “bullish argument for the AI revolution” — cloud computing giants such as Microsoft (MSFT.US), Amazon (AMZN.US), and Alphabet's Google (GOOGL.US) are leading an unprecedented capital expenditure cycle.

Analysts further added that Nvidia's strong earnings report last week and CEO Jensen Huang (Jensen Huang)'s interpretation of market demand indicate that spending in the AI sector is no longer limited to tech giants, but is gradually extending to scenarios such as capacity construction and overall infrastructure construction in the global government, enterprise, and energy sectors.

Ives and his team said, “This confirms our view that over the next 3 to 6 months, the 'second, third, and four-level derivative opportunities' of the AI revolution will gradually emerge.”

Here are the targets highlighted by Wedbush. The agency believes that these stocks are “the best choice for grasping the AI revolution for the rest of this year until the beginning of 2026, and are also extremely valuable targets in the technology sector”:

Best AI software stocks to hold: Palantir (PLTR.US), MongoDB (MDB.US)

Top AI chip stocks: Nvidia (NVDA.US), AMD (AMD.US)

Target that is expected to dominate the consumer-grade AI field: Meta Platform (META.US)

High-quality cybersecurity stocks under the AI theme: CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US)

AI large-cap stocks to watch before the end of the year: Alphabet (GOOGL.US), Microsoft (MSFT.US)

Targets that are expected to achieve AI business transformation in the future: Apple (AAPL.US), Tesla (TSLA.US)

High quality targets in the AI energy sector: Oklo (OKLO.US), GE Vernova (GEV.US)

Underrated AI robot concept stocks: Serve Robotics (SERV.US)

High-quality infrastructure stocks under the AI theme: CoreWeave (CRWV.US), Nebius (NBIS.US)

Analysts said that the current growth in the AI sector is mainly driven by a few US tech giants. The capital expenditure of these companies this year is close to 350 billion US dollars; and as more companies and governments around the world join the AI investment ranks, “follow-up power” in this field is gradually entering the market.

The Ives team said, “Bearers may be concerned about current valuations and are skeptical about the historic rise in technology stocks, but what we want to emphasize is that if valuations are judged only by the price-earnings ratio (P/E.US) for the next year, then you will miss every technology stock with transformative growth potential in the past 20 years.”

Analysts further pointed out that the performance growth of Palantir and other standards over the next few years will further support their valuation; although there may be a certain degree of correction in the market, “given that Palantir's AI core technology is disrupting the software industry pattern like an 'earthquake', we think the company's market value is expected to exceed 1 trillion US dollars within the next 2 to 3 years.”