According to Wedbush, apart from NVIDIA, Microsoft, Palantir, Apple, Tesla, and CrowdStrike are among the top five most investable companies in the artificial intelligence sector by 2026.
According to investment bank Wedbush, except for $NVIDIA (NVDA.US)$Outside,$Microsoft (MSFT.US)$ 、 $Palantir (PLTR.US)$ 、 $Apple (AAPL.US)$ 、 $Tesla (TSLA.US)$ and $CrowdStrike (CRWD.US)$, the top five companies most worthy of investment in the artificial intelligence sector by 2026 also include
The analyst team led by Dan Ives stated, "In our view, Wall Street has underestimated Azure's growth prospects and the AI-driven transformation that Redmond (Microsoft's headquarters) is about to undergo as it enters 2026. This makes Microsoft one of our favorite large-cap technology stocks for the coming year." "Although AI use cases will significantly increase during the 2025 fiscal year, it is evident that the 2026 fiscal year will be the real inflection point for AI-driven growth for Microsoft, as chief information officers (CIOs) increasingly schedule deployment projects."
As for Palantir, Wedbush believes that with the remarkable progress this software company, led by Alex Karp, continues to make in both government and commercial customer segments, the company remains on track to become a trillion-dollar enterprise.
Meanwhile, CrowdStrike is expected to benefit from AI as its product suite continues to expand across the enterprise market over the next year.
"We believe Wall Street underestimates CrowdStrike's growth potential. Cybersecurity remains a second- or third-order beneficiary of the AI revolution, which is why we are optimistic about the company," noted Ives.
Regarding Tesla, Wedbush forecasts that its market capitalization will reach $2 trillion in the coming months. In a bullish scenario, driven by the rise of autonomous vehicles and robotics, Tesla’s valuation could reach $3 trillion by the end of 2026.
"AI valuations are beginning to be unlocked. We believe Tesla's transition toward an AI-driven valuation has already commenced and will unfold over the next six to nine months. In our view, the penetration of Full Self-Driving (FSD) and autonomous driving within Tesla's existing user base, along with the accelerated development of Cybercab in the U.S. market, represents the 'golden egg' for Musk and his company," added Ives.
Finally, Wedbush believes Apple will be able to leverage its massive consumer base of over 2.4 billion iOS devices and 1.5 billion iPhones globally to profit from AI.
"We believe that after a puzzling AI strategy at its Cupertino headquarters this year, the chapter on AI monetization has finally begun, and this segment could add $75 to $100 per share to Apple's value over the next few years," Ives stated. "We also believe that Tim Cook will remain Apple's CEO until at least the end of 2027 to lead the company through this critical AI technology transition in Cupertino."
Editor/KOKO