Published: Dec. 30, 2025 at 12:17 p.m. ET
Wedbush Securities analyst Dan Ives, widely considered one of the biggest technology bulls, if not the biggest, on Wall Street has announced his top artificial-intelligence plays for 2026. Surprise: Nvidia NVDA isn’t one of them.
“Heading into 2026 investors are both excited and nervous about the AI Revolution,” Ives wrote in a Monday note to investors, pointing to what he calls a potential fourth industrial revolution, as well as concerns over the capital needed to fund it.