Wedbush heavily recommends 16 AI stocks: NVIDIA and Palantir Tech lead the way, optimistic about the AI revolution entering a new phase

According to Zhitong Finance APP, Wedbush has highlighted 16 artificial intelligence (AI) related stocks, including NVIDIA (NVDA.US) and Palantir Technology (PLTR.US), recommending investors to seize investment opportunities in the "AI revolution" through these targets for the remainder of this year and early 2026.

The analyst team led by Daniel Ives stated, "We believe the AI revolution is entering its next growth phase. On one hand, the capital expenditure (capex) of tech giants is surging; on the other hand, enterprise-level AI application cases across various industries are experiencing explosive growth, both of which are driving a wave of winners in the AI sector."

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

The analysts further added that the strong earnings report released by NVIDIA last week, along with CEO Jensen Huang's interpretation of market demand, indicates that spending in the AI field is no longer limited to tech giants but is gradually extending to government agencies, enterprises, energy sector capacity building, and overall infrastructure development in countries around the world.

Ives and his team stated, "This confirms our view that in the next 3 to 6 months, the 'second, third, and fourth level derivative opportunities' of the AI revolution will gradually emerge."

Here are the targets highlighted by Wedbush, which the institution believes are the "best choices to seize the AI revolution from now until early 2026, and are highly valuable holdings in the tech sector":

Most Worthy AI Software Stocks: Palantir (PLTR.US), MongoDB (MDB.US)

Top AI Chip Stocks: NVIDIA (NVDA.US), AMD (AMD.US)

Potential Leaders in Consumer AI: Meta Platform (META.US)

High-Quality Cybersecurity Stocks under AI Theme: CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US)

AI Large Caps Worth Watching Before Year-End: Alphabet (GOOGL.US), Microsoft (MSFT.US)

Targets Expected to Achieve AI Business Transformation: Apple (AAPL.US), Tesla (TSLA.US)

High-Quality Targets in AI Energy Sector: Oklo (OKLO.US), GE Vernova (GEV.US)

Undervalued AI Robotics Concept Stocks: Serve Robotics (SERV.US)

High-Quality Infrastructure Stocks under AI Theme: CoreWeave (CRWV.US), Nebius (NBIS.US) Analysts indicate that the current growth in the AI sector is primarily driven by a handful of American tech giants, whose capital expenditures this year are close to $350 billion; as more global companies and governments join the AI investment ranks, the "follow-up power" in this field is gradually entering the market.

The Evercore team states: "Bears may be concerned about current valuations and skeptical about the historic rise of tech stocks this round, but we want to emphasize that if you judge valuations solely based on the price-to-earnings ratio (P/E.US) for the next year, you will miss every transformative growth potential tech stock over the past 20 years."

Analysts further point out that the performance growth of targets like Palantir in the coming years will further support their valuations; although the market may experience some degree of correction, "given that Palantir's core AI technology is disrupting the software industry landscape like an 'earthquake,' we believe the company's market value is expected to exceed $1 trillion within the next 2 to 3 years."