Wedbush analysts believe the AI Revolution is far from over. In a new note, the firm described the AI Revolution as “heading into its next stage of growth” and highlighted a list of stocks best positioned to benefit across software, semiconductors, cybersecurity, and infrastructure.
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Wedbush Names Top Stocks
The firm named Palantir (PLTR) and MongoDB (MDB) as the best software names to own. Palantir has built strong momentum with its AIP platform, which is gaining enterprise traction, while MongoDB’s database is widely used by developers building AI-driven apps.
On the semiconductor side, Wedbush highlighted NVIDIA (NVDA) and AMD (AMD) as the key chip stocks. NVIDIA continues to lead in GPU performance for large model training, while AMD is carving out its own space in high-performance computing and server chips.
Wedbush also sees Meta Platforms (META) as the top consumer-facing AI play, thanks to its push to embed generative AI across social platforms. In cybersecurity, the firm pointed to CrowdStrike (CRWD) and Palo Alto Networks (PANW) as the best names to ride the AI-driven shift in digital defense.
For investors looking at large-cap exposure, Alphabet (GOOGL) and Microsoft (MSFT) remain the top picks. Their dominance in cloud AI and enterprise software gives them unmatched scale in the current AI cycle.
Furthermore, Wedbush identified turnaround opportunities, naming Apple (AAPL) and Tesla (TSLA) as companies set to unlock more value from AI over the next few years. Meanwhile, the firm highlighted CoreWeave (CRWV) and Nebius Group (NBIS) as the best infrastructure names to play the AI build-out, given their role in providing the compute power and cloud tools needed to support expanding AI workloads.
Bottom Line
Wedbush summed it up by saying the AI Revolution is now entering a broader, second stage where adoption spreads from core tech firms to industries everywhere. The firm sees the stocks above as the best positioned to benefit as AI investment accelerates.
Which Is the Best AI Stock to Buy?
We used the TipRanks Stock Comparison Tool to determine which stock among Wedbush’s top picks is most favored by analysts. Investors should conduct thorough research before choosing to invest in any of these stocks.
Currently, META, MSFT, GOOGL, MDB, and NVDA have earned Wall Street’s Strong Buy consensus rating, with NVDA offering the highest upside potential among them.
