Investment Opportunities with Wedbush's AI Winners

Important Developments in Artificial Intelligence Investments

In recent years, the artificial intelligence (AI) sector has gained significant momentum, particularly under the leadership of major technology firms. A team led by Wedbush analyst Dan Ives has announced an updated list of AI winners for the year 2026. This list is of great importance for investors looking to identify future opportunities.

Wedbush’s Investment Recommendations

Wedbush expects that despite some valuation concerns observed in the markets, major technology companies will see approximately a 20% increase by 2026. The company's expertise in the AI field is strengthened by Nvidia's tremendous growth and agreements with firms like OpenAI and Anthropic.

Highlighted Companies on the List

Some of the 30 stocks highlighted by Wedbush include CoreWeave (CRWV), IREN (IREN), and Shopify (SHOP). These companies attract attention by making strategic investments in the AI revolution, while names like SoundHound AI (SOUN), ServiceNow (NOW), and Salesforce (CRM) have been removed from the list. This situation is viewed as a reflection of the dynamic changes in the markets.

IREN’s Strategic Agreement

IREN has taken an important step to support the growth of AI applications by signing a $9.7 billion agreement with Nvidia. This agreement is expected to provide IREN with approximately $1.9 billion in recurring annual revenue. Ives emphasizes IREN's unique approach in the industry.

Potential of CoreWeave and Shopify

CoreWeave has established a solid position in the sector by offering AI computing and cloud-based services. Additionally, renowned investors like Cathie Wood are evaluating CoreWeave shares, while Shopify is notably integrating AI in line with its goals of operational efficiency and expansion.

In summary, Wedbush’s AI winners list presents significant opportunities for investors in 2026. Focusing on the future of artificial intelligence and major technology companies is critical for generating returns in financial markets.