Ivest Top 2026 Stocks

Benzinga

Wedbush analyst Dan Ives said Wall Street is looking beyond chipmakers to the next phase of AI, highlighting Nvidia as a core name while pointing to software, platforms, autonomy, and cybersecurity leaders as the biggest upside into 2026, according to CNBC.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:03Wall Street is already positioning for the next phase of the artificial intelligence cycle beyond

00:072025, according to Wedbush analyst Dan Ives. Speaking on CNBC, Ives said investors should

00:14look past chip makers and focus on companies benefiting from the broader AI ripple effect.

00:20He said NVIDIA remains a top AI name heading into 2026, but argued the largest upside will

00:25come from software, platforms, autonomy, and cybersecurity. Ives highlighted Tesla, Microsoft,

00:32Palantir, CrowdStrike, and Apple as top AI-driven picks for early 2026. He said each dollar spent

00:40on NVIDIA chips creates an $8 to $10 multiplier across the tech ecosystem. Ives said Microsoft

00:47leads enterprise AI through Azure, sees Apple benefiting from consumer AI adoption in 2026,

00:52and called Tesla central to physical AI driven by autonomy and robotics.

00:57For all things money, visit Benzinga.com.

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